Downloaded 12 times
More Related Content
Similar to Easy Salesforce CI/CD with Open Source Only - Dreamforce 23
Easy Salesforce CI/CD with Open Source Only - Dreamforce 23
- 1. Easy Salesforce CI/CD foreveryone Using open-source only :)
- 3. Senior Consultant &Project Manager Jean-Pierre Rizzi CTO Nicolas Vuillamy
- 4. Cloudity European Summit PurePlayer Partner
- 5.
- 6. What is aSoware? UI, Functions and Database make a… version UI Built by Designers Functions Built by Developers Database Built by Database Admins
- 7. What is aSalesforce Org? All this metadata is intertwined UI Built by Designers Functions Built by Developers Database Built by Database Admins ! Page Builder LWC Flows Object Manager
- 8. Ok, then what? Weare all Designers! We are all Database Administrators! We are all Developers! We all interact with Salesforce Metadata! Any metadata update can impact everything!
- 9. Without vs withCI/CD - DevOps With CI/CD Integ Prod Scratch Sandbox PreProd Sandbox All metadata in git (files & branches) and automatically deployed by CI/CD servers update-accounts billing-config next-iteration integration preprod production Without CI/CD HotFix Dev2 Légende BUGS BUGS PreProd Dev Prod DEV ADMIN RELEASE MANAGER Change Sets Change Sets Change Sets Change Sets Change Sets Metadata manually picked and deployed from org to org
- 10. DevOps with Salesforce Whatare my options?
- 11. Salesforce DevOps Ecosystem Manygood options! DevOps Center 3rd-party vendors Homemade pipelines Advanced DevOps scripts using Salesforce DX . Manually written and maintained individually on each client project. Pre-made pipelines Advanced DevOps scripts packaged and maintained in a single repository
- 12. Salesforce DevOps EcosystemSummary Setup & Maintenance Versioning Visual User Interface Licenses / Pricing Modular packages 3rd party products 😃 😶 😍 😭 Salesforce DevOps Center 😶 😶 😶 😍 Homemade pipeline 😭 😃 😍 DX@Scale 😶 😃 😍 😃 sfdx-hardis by Cloudity 😃 😃 😃 😍
- 13.
- 14. Homemade pipelines vssfdx-hardis Both efficient, and require no licenses, but… ● Requires Advanced DevOps expertise ● Complex setup & maintenance ● Contributors work with command lines ● Requires minimal DevOps expertise ● Easy setup & maintenance ● Contributors work with clicks Recurring One-off
- 15. Sfdx-hardis: the SFDXCLI plugin! ● Smart sfdx commands orchestrator ● Handles advanced use cases ○ Deployments Overwrite management ● Open-source, fully documented and maintained by the community ● Ready to use CI/CD Pipelines for Gitlab, Azure & GitHub (and Bitbucket soon!) ● Leverages other sfdx-plugins ○ sfdx-git-delta: Deployment ○ sfdx-data-move-utility: Data loader ○ texei-sfdx-plugin: Toolbox ○ sfdx-essentials: XML operations
- 16. Sfdx-hardis: the VSCode Extension! ● Work with clicks, not command lines ! ● Minimal menu for Admins ● Interactive path assistants for operations ● Open-source, fully documented with videos and maintained by the community ● Many extra features for advanced use https://tinyurl.com/sfdx-hardis-vscode
- 17. How does itwork?
- 18. Implementation Roles Everybody hasa part to play! Setup Manager Release Manager Contributor (Admin, Dev)
- 19. Setup Manager They ownthe strategy Installs the CI/CD Pipeline on a Salesforce project ● Initialize git repository ● Initialize git branches & SF orgs strategy ● Initialize Salesforce DX project ○ without metadatas: incremental versioning ○ with metadatas: full versioning ● Initialize CI/CD Servers Authentication Required expertise : ● Git (advanced) ● Salesforce DX ● Salesforce Admin Fluido Freelancer Freelancer Admin SmartenUp Freelancer
- 20. Examples of branches& orgs strategy
- 21. Release Manager They ownthe process Responsible for deployments and respect of CI/CD best practices ● Validates Merge Requests submitted by Contributors ● Triggers deployments to major orgs (UAT, Preprod, Prod) ● Assists Contributors ○ Provides /refresh dev Sandboxes used for config & dev ○ Solves merge conflicts ○ Maintain CI/CD configuration Required expertise : ● Git (basics) ● Salesforce DX ● Salesforce Algeco Yooz Yooz Admin
- 22. Contributor They own thefeatures… and use your pipeline everyday! Customize Salesforce according to the requirements ● Design: Layouts, Lightning pages, LWC ● Functions: Automations, Configuration, Apex ● Database: Build Object Model ● Create Merge Request to publish their work at the upper level in the branch hierarchy Required expertise : ● Salesforce ● Read a doc ● Watch videos Freelancer SmartenUp You ?
- 23. How to workas a contributor?
- 24. Start your work Justlearn simple git and sfdx commands… OR… ● git checkout integration ● git pull ● git checkout -b features/dev/my-updates integration ● sfdx auth:web:login --setdefaultusername --instanceurl https://test.salesforce.com ● sfdx force:source:tracking:clear --noprompt ● sfdx force:source:push -g -w 60 --forceoverwrite ● sfdx force:apex:execute -f init-script.apex ● sfdx force:user:permset:assign -n MYPERMISSIONSET -u YOURUSERNAME ● sfdx sfdmu:run --sourceusername YOURUSERNAME -p SFDMUPROJECT --noprompt Click on SFDX-Hardis menu action:
- 25. Commit your work Justlearn simple git and sfdx commands… OR… ● sfdx force:source:pull ● sfdx:force:source:retrieve –m CustomApplication:MYAPPLICATION ● git add file1 ● git add file2.xml ● git add file3.xml ● git commit –m MyCommitMessage Click on SFDX-Hardis menu action: … and select and commit files using VsCode git extension (still CLICKS ONLY !)
- 26. Prepare your MergeRequest Just learn simple git and sfdx commands… OR… ● Update manually package.xml and destructiveChanges.xml files ● Remove permissions from Profiles as they will be deprecated ● Remove System.debug in apex ● And again some commands ! ● git add manifest/package.xml ● git add manifest/destructiveChanges.xml ● git commit –m MyPackageConfigCommitMessage ● git push –set-upstream origin/YOURBRANCHNAME Click on SFDX-Hardis menu action:
- 27. Create your MergeRequest in UI
- 28. Merge Request checks Preventtechnical debt from the start ! ● Deployment simulation ○ Be sure your deployment will succeed! ● Quality gate with MegaLinter ○ Apex ○ LWC ○ Security (hard-coded tokens…) ○ Excessive copy-pastes ○ Coming soon: Flow Linter!
- 29. Contributors: “Oops, whatare those errors?”
- 30. Contributors: Easily solvedeployment errors! Automated messages on Merge Requests! … or call the Release Manager :) Solve with human instructions…
- 31.
- 32. New in sfdx-hardissince… today ! DREAMFORCE ANNOUNCEMENT +
- 33. Sfdx-hardis Slack Integration Followyour deployments in your own slack channels !
- 34. Credits They coded insfdx-hardis! Yooz Salesforce CaseNine Fluido Freelancer Admin
- 35. Credits They inspired featuresfor SFDX-Hardis! Texei Salesforce Algeco Salto.io Artist DX@Scale Admin Admin You ? Dreamforce
- 36. Thanks to allusers! ● Full documentation ● Video tutorials ● Community Support available! https://sfdx-hardis.cloudity.com
- 37. RAD Women needsyour help! radwomen.org/be-a-part-of-radwomen/ @radwomencode
- 39.