Updated with the deck from DF14 As a fully certified TA, I offer expert consulting services around continuous integration, practice development and governance to help customers leveraging the advantages of SFDC. https://uk.linkedin.com/in/se6wagner/ Abstract: Automating the deployment between environments (dev, test, prod, etc.) gives consistency, visibility, and validation to the process.This greatly speeds up deployment and provides early detection of defects. Join us as we cover the theory and best practices of this approach. You'll discover how to design your own automated processes using Continuous Integration (CI) tools and Git version control.

1. Automating Deployments
Between Orgs Using
Git and Continuous Integration
Sebastian Wagner
Freelance Certified Technical Architect
www.linkedin/in/se6wagner

2. Safe Harbor
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3. Sebastian Wagner
Certified Technical Architect

4. “I cannot teach anybody anything,
I can only make them think”
Socrates

5. Agenda
• Challenges and Issues
• Multi-Org Scenarios
• Approach
• Benefits
• Best Practices
• Q&A

6. deploying to production on a Friday afternoon

7. Challenges and Issues
• keeping orgs in sync as a team
• changes get overwritten by other developers
• amount of time required for manual deployment
• conflicts / errors discovered late in the process
• limited traceability of changes

8. Scenarios - SDLC
development QA
user
acceptance
tests
deployment

9. Scenarios – Single Sandbox

10. Scenarios – SDLC Environments

11. Approach – Before The Silver Bullet

12. Approach – (Not) The Silver Bullet

13. Approach – Components
• Salesforce Orgs for Development
– Sandboxes
– DE Orgs
• Git for Source Code Management
– Github or bitbucket.org for hosting
– Command Line / SourceTree / other as a client
• Continuous Integration for automated deployments
– Jenkins or Bamboo for orchestration
– Ant & Force.com Migration Toolkit for deployment

14. Approach – Salesforce Orgs
• separate Salesforce Org per developer
• dedicated CI Salesforce Org
– where all features will be integrated and compiled
• Salesforce Org for stages in SDLC
– QA (with integrated QA can be done in CI)
– UAT
– Pre-Prod

15. Approach - git
• store source code & metadata
– Apex and Visualforce Code
– min. include referenced components required for deployment
• track changes
• isolate features and stages of the SDLC
– branches for isolation of features and stages
– tags for releases and versioning
• store supporting resources
– reference/ config data for migration
– Integration config, test scripts, etc,

16. Approach – git (commands)
• git clone
• git commit
• git push
• git pull
• force deploy

17. Approach - CI
• Automation
– ant based deployment from git repository
– execution of supporting tasks
– notifications on build errors
– Reporting
• Setup
– data migration (test and/or config data)
– execution of setup scripts
• Testing
– Unit test execution
– UI test execution

18. Approach - CI

19. when a build has no errors
http://thecodinglove.com/post/86204416476/when-a-build-has-no-errors

20. Benefits
• Source Code ‘Backup’
• Automation
– automated deployment to multiple orgs
– automated test execution
– eliminate human error from deployment
• Visibility – The 5Ws of a change
– Who What When Where Why
• Validation
– issues get detected early in the process
– resolve issues close to cause

21. Best Practices
• start simple
• automate as much as possible
• integrate with your ticketing system
• use git branching model and tags
• pull requests to merge features
• commit & build regularly
• maintain destructive changes log

22. BP – Ticketing Integration

23. BP – Ticketing Integration

24. BP – Gitflow Branching
• Master
– The holy grail aka Production
• Hotfix
– maintenance outside of dev
• Release
– ready for UAT
• Develop
– main development stream
• Feature
– individual feature / story
www.atlassian.com/git/workflows

25. BP – Gitflow Orgs
www.atlassian.com/git/workflows

26. BP – Pull Requests
• Review Code
– natural stage gate for reviewing code
– comment and refactor
• Accept and Merge
– accept changes
– merge to target branch
www.atlassian.com/git/workflows#!pull-request

27. BP – Pull Requests
www.atlassian.com/git/workflows#!pull-request

28. BP – Pull Requests
www.atlassian.com/git/workflows#!pull-request

29. BP – Pull Requests
www.atlassian.com/git/workflows#!pull-request

30. BP – Pull Requests
www.atlassian.com/git/workflows#!pull-request

31. BP – Commit & Build
• Commit & Push frequently
– refresh from server frequently to incl. all metadata fields
– push to remote at least daily
– integrate Config orgs through change sets
• Pull frequently
– pull and merge changes to sync with other developers
– save against org
• Build regularly
– frequency dependent on execution time
– execute non Managed Package tests for performance
– run with validateOnly in single sandbox scenario

32. Summary
• Do it!
• Build!
• What to do next
– Know your Metadata
– Learn Git (https://try.github.io)
– Set up tools to match your workflow
• Search / Ask Questions
– DevZone
– Developer Forums
– Salesforce StackExchange

33. Services
You are looking for help setting up or optimizing Continuous Integration?
I offer expert services for
• Solution Design
• Design Authority
• Platform Governance
• Practice Development and Dev Ops
For more details feel free to reach out via LinkedIn
www.linkedin.com/in/se6wagner

35. References
Force.com Development Lifecycle Guide
http://bit.ly/sf-dlc
Force.com Migration Tool Guide
http://bit.ly/sf-ant
Developer Wiki – CI Techniques
https://developer.salesforce.com/page/Bestpractices:Continuous_Integration_Techniques
Mark Cane - CI Thoughts
http://blog.force365.com/2012/04/16/salesforce-continuous-integration/
Anup Jadhav – CI with Bamboo
http://anupjadhav.com/2013/03/11/salesforce-CI-bamboo-jira/
Jeff Douglas – CI with Jenkins
http://blog.jeffdouglas.com/2013/03/18/setting-up-continuous-integration-for-saleforce-development