SlideShare a Scribd company logo
Branching &
Environment
Strategies
For an Agile release process
Steven Hugo
Salesforce Architect, PwC
Steven started out with Salesforce (mobile) development,
then product/package development lead for the Non
Profit 'Converse' managed package. For the past 15 years
Steven has been building his DevOps experience through
leading global projects for various industries like
Manufacturing, Elevator & Escalator or at non profit
organizations.
Orgs
Salesforce Orgs
What is Sandbox org?
a copy of your production organization in a separate environment that you can use for a variety
of purposes, such as testing, developing and training.
What is Scratch org?
A scratch org is an empty temporary environment that does not contain any data or metadata
and is not linked with a production org at all.
where developers can develop features and functionalities freely without interference from other
features and items already developed.
Sandbox Org Scratch Org
Critical for UAT, Performance Testing, Licensing,
…
Awesome for temp deployments, development &
reviewing features
Permanent (No expiration date) Temporary ( < 30 days)
Based (copied) on production org Complete new empty org
Contains Production Data and metadata Does not contain any data or metadata
Slow Generation (< 24h) Fast generation (<1 min)
Ready to use after generation Metadata (and Data) needs to be pushed
Sandbox Org Types
Dev-Pro Partial Full Copy Production
Testing environment for user acceptance
testing and end-to-end testing
Live environment
that end users
interact with
Dev
Isolated environment for development and
(integration) testing
Description
Refresh Interval
Data storage
File storage
1 day 1 day 5 days 29 days
What is copied
200 MB 1 GB 5 GB
200 MB 1 GB Same as production Same as production
Metadata only
Metadata & partial
data
Metadata only Metadata & all data
Same as production
Branching
Branching Strategies
Feature branch model
● Simplest Strategy
● Master & Features branches
● Shortest release cycle with
few number of merges
Gitflow
● More complex strategy
● Master, Feature, Release &
Hotfix branches
● Ideal for scheduled release
cycles and CD
● Enables parallel
development not blocking
dev teams during releases
Trunk-based
Github Flow
….
Gitflow Workflow
● Enhances productivity by ensuring
proper coordination among developers
● Enables parallel development
● Helps organizing a series of planned,
structured releases
● Maps a clear path when making changes
to software through to production
● Maintains a bug-free codebase where
developers can quickly fix issues and
get these changes back to production
without disrupting the development
workflow
Environments
Production
UAT
SIT
DEV Pre-Prod
Source Control System (Git Repository)
Dev (Pro) Partial Full Prod
Scratch
Org
Hotfix
Feature #1
Dev
Feature #3
Dev
Feature #4
Dev
Sandbox Types
Migration/Refresh Commands
force:source:deploy
force:source:push
force:source:pull
Sandbox refresh
Environment Strategy
Environment & Branching Strategy
12
Hotfix
force:source:deploy Sandbox refresh
Feature #1
Feature #2
Feature #3
Dev Branch Release vX.X Branch
Pull Request Merge
Master
Branch
Hotfix Branch
Hotfix #1
Dev
Hotfix #1
Production
UAT
SIT
DEV Pre-Prod
Dev (Pro) Partial Full Prod
Scratch
Org
Feature #1
Dev
Feature #3
Dev
Feature #4
Dev
Sandbox Types
force:source:push
force:source:pull
Migration/Refresh Commands
Scaled Agile (SAFe) Release Cycle
1 2 3 4 5 6 1 2 3 4 5 6 1 2 …
PI (x)
Deliverable
Sprint
Dev & Testing PI (x+1)
+ Fix Release v(y.z)
Go to market
Hotfix
Dev & Testing
Release v(y.z)
Dev & Testing PI (x)
Sprint
Dev & Testing PI (x)
PROD
UAT
SIT
PRE
PROD
DEV
FEATURE DEV
FEATURE
Dev (Pro) Partial Full Prod
Scratch
Org
Sandbox Types
PI (x+1)
HOTFIX
PI (x+2)
Sprint
Dev & Testing PI (x+2)
+ Fix Release v(y.z+1)
FEATURE
Release v (y.z+1)
Dev & Testing PI (x+1)
UAT
SIT
PRE
PRO
● Allocate dev time for
release bugs
● Plan UAT consistently
● Release on prod !=
ready for end users
Take Aways
● Start using a Version Control System so you can stop using Change Sets
● Think about which branching strategy answers your project needs
● Get a clear idea on which environments you’ll need & what their purpose will
be
● Build a release plan based on the project methodology
● Get some tools to automate
Take Aways
There is no one devops strategy to rule them all. Think of your customer and their needs.
Every project is different but do figure out a basis that works best in your organization to bring
unity and consistency. Adapt where necessary.
Questions?
Thank you
steven.hugo@pwc.com or linkedin.com/in/stevenhugo/

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Branching & Environment Strategies for an Agile release process

  • 2. Steven Hugo Salesforce Architect, PwC Steven started out with Salesforce (mobile) development, then product/package development lead for the Non Profit 'Converse' managed package. For the past 15 years Steven has been building his DevOps experience through leading global projects for various industries like Manufacturing, Elevator & Escalator or at non profit organizations.
  • 4. Salesforce Orgs What is Sandbox org? a copy of your production organization in a separate environment that you can use for a variety of purposes, such as testing, developing and training. What is Scratch org? A scratch org is an empty temporary environment that does not contain any data or metadata and is not linked with a production org at all. where developers can develop features and functionalities freely without interference from other features and items already developed.
  • 5. Sandbox Org Scratch Org Critical for UAT, Performance Testing, Licensing, … Awesome for temp deployments, development & reviewing features Permanent (No expiration date) Temporary ( < 30 days) Based (copied) on production org Complete new empty org Contains Production Data and metadata Does not contain any data or metadata Slow Generation (< 24h) Fast generation (<1 min) Ready to use after generation Metadata (and Data) needs to be pushed
  • 6. Sandbox Org Types Dev-Pro Partial Full Copy Production Testing environment for user acceptance testing and end-to-end testing Live environment that end users interact with Dev Isolated environment for development and (integration) testing Description Refresh Interval Data storage File storage 1 day 1 day 5 days 29 days What is copied 200 MB 1 GB 5 GB 200 MB 1 GB Same as production Same as production Metadata only Metadata & partial data Metadata only Metadata & all data Same as production
  • 8. Branching Strategies Feature branch model ● Simplest Strategy ● Master & Features branches ● Shortest release cycle with few number of merges Gitflow ● More complex strategy ● Master, Feature, Release & Hotfix branches ● Ideal for scheduled release cycles and CD ● Enables parallel development not blocking dev teams during releases Trunk-based Github Flow ….
  • 9. Gitflow Workflow ● Enhances productivity by ensuring proper coordination among developers ● Enables parallel development ● Helps organizing a series of planned, structured releases ● Maps a clear path when making changes to software through to production ● Maintains a bug-free codebase where developers can quickly fix issues and get these changes back to production without disrupting the development workflow
  • 11. Production UAT SIT DEV Pre-Prod Source Control System (Git Repository) Dev (Pro) Partial Full Prod Scratch Org Hotfix Feature #1 Dev Feature #3 Dev Feature #4 Dev Sandbox Types Migration/Refresh Commands force:source:deploy force:source:push force:source:pull Sandbox refresh Environment Strategy
  • 12. Environment & Branching Strategy 12 Hotfix force:source:deploy Sandbox refresh Feature #1 Feature #2 Feature #3 Dev Branch Release vX.X Branch Pull Request Merge Master Branch Hotfix Branch Hotfix #1 Dev Hotfix #1 Production UAT SIT DEV Pre-Prod Dev (Pro) Partial Full Prod Scratch Org Feature #1 Dev Feature #3 Dev Feature #4 Dev Sandbox Types force:source:push force:source:pull Migration/Refresh Commands
  • 13. Scaled Agile (SAFe) Release Cycle 1 2 3 4 5 6 1 2 3 4 5 6 1 2 … PI (x) Deliverable Sprint Dev & Testing PI (x+1) + Fix Release v(y.z) Go to market Hotfix Dev & Testing Release v(y.z) Dev & Testing PI (x) Sprint Dev & Testing PI (x) PROD UAT SIT PRE PROD DEV FEATURE DEV FEATURE Dev (Pro) Partial Full Prod Scratch Org Sandbox Types PI (x+1) HOTFIX PI (x+2) Sprint Dev & Testing PI (x+2) + Fix Release v(y.z+1) FEATURE Release v (y.z+1) Dev & Testing PI (x+1) UAT SIT PRE PRO ● Allocate dev time for release bugs ● Plan UAT consistently ● Release on prod != ready for end users
  • 14. Take Aways ● Start using a Version Control System so you can stop using Change Sets ● Think about which branching strategy answers your project needs ● Get a clear idea on which environments you’ll need & what their purpose will be ● Build a release plan based on the project methodology ● Get some tools to automate
  • 15. Take Aways There is no one devops strategy to rule them all. Think of your customer and their needs. Every project is different but do figure out a basis that works best in your organization to bring unity and consistency. Adapt where necessary.
  • 17. Thank you steven.hugo@pwc.com or linkedin.com/in/stevenhugo/

Editor's Notes

  1. PLEASE MAKE A COPY OF THIS SLIDE DECK AND PUT YOUR PRESENTATION IN YOUR OWN COPY!