The document discusses reusable build scripts called CumulusCI for automating managed package development workflows. It demonstrates setting up CumulusCI and configuring continuous integration with Codeship.io to automatically test a package called GrantLifecycleApp when code is pushed to GitHub. Key features of CumulusCI discussed include deploying to different orgs for different stages and allowing custom pre/post deployment hooks.

1. Reusable Build Scripts for Managed
Package Development
Jason Lantz / Salesforce.com Foundation
Lead Release Operations Engineer
@jasontlantz

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3. Background

4. CumulusCI
Reusable build and automation scripts to implement a best
practices based development and release workflow for
managed package development.
Built by the Salesforce Foundation and released open source
https://github.com/SalesforceFoundation/CumulusCI

5. Codeship.io
Cloud hosted continuous integration platform with free plans for
up to 100 builds per month (free unlimited for open source
projects)
Easy to setup with CumulusCI in about 15 minutes
https://codeship.io

6. Grant Lifecycle App
Open source unmanaged package to help nonprofits track
grants received from foundations.
Funded by a Force for Change grant from the Salesforce
Foundation and developed by Bridge Farm Consulting
https://github.com/britishboyindc/GrantLifecycleApp

7. Force for Change Grants
The Force for Change grants program strives to accelerate
innovation in the nonprofit and higher education sectors.
The 2014 Force for Change grants program provides up to
$1,500,000 in grants, individual awards up to $250,000
http://www.salesforcefoundation.org/grants/force-for-change/

8. Goal
Make the Grant Lifecycle App easier to develop
and release as a managed package by using
CumulusCI & Codeship.io to automate the process

9. Demo

10. Demo Setup
• Forked to https://github.com/jlantz/GrantLifecycleApp
• Assigned namespace (npsprep_df14_1)
• Changed to support dynamic namespace prefixing
– Upgrade to API 31.0
– Add UTIL_Namespace class to detect if running in a managed package and
dynamically handle difference between unmanaged and managed deployments
– Not dynamically rewriting code to insert namespace prefixes as part of build!
• Configure CumulusCI
• https://github.com/jlantz/GrantLifecycleApp/compare/britishboyindc:master...master

11. Demo Roadmap
• Make our package require another package
• Test the change
• Human: Submit a Pull Request
• Merge the Pull Request
• Upload and test a Beta Managed Package
• Merge master to all open feature branches
• Test all open feature branches after merge
Manual vs Automated Process

12. Configuration

13. Configuring CumulusCI Build Scripts
• git clone https://github.com/SalesforceFoundation/CumulusCI
• export CUMULUSCI_PATH=~/CumulusCI (or wherever you cloned it to)
• Copy from CumulusCI into your project
– template/build.xml
– template/cumulusci.properties
– template/version.properties
• Edit build.xml
• Edit cumulusci.properties
• Edit version.properties (only if building an extension package)

14. Configuring Automation via Codeship.io
• Copy template/codeship.sh from CumulusCI into project repository
• Connect Codeship to project repository on GitHub
• Enter Test Command:
bash codeship.sh
• Setup Environment Variables in Codeship
– SF_USERNAME_FEATURE (MASTER, PACKAGING, BETA, RELEASE)
– SF_PASSWORD_FEATURE (MASTER, PACKAGING, BETA, RELEASE)
– SF_SERVERURL_FEATURE (MASTER, PACKAGING, BETA, RELEASE)
– GITHUB_ORG_NAME
– GITHUB_REPO_NAME
– GITHUB_USERNAME
– GITHUB_PASSWORD
– Oauth Token to packaging org - https://cumulusci-oauth-tool.herokuapp.com/

15. CumulusCI Build Features

16. CumulusCI Main Build Targets
• deployDevOrg
– Sets up a new dev org
• deployCI
– Tests as unmanaged metadata
• deployCIPackageOrg
– Deploys to managed package in packaging org and tests
• deployManagedBeta
– Installs beta managed package and tests
• deployManaged
– Installs production released managed package and tests

17. Handling Unpackaged Metadata
Sometimes you need to deploy metadata before or after the build which you don’t
want to include in your package
In your repository, populate unpackaged metadata as subfolders under:
• unpackaged/pre/*
• unpackaged/post/*
• unpackaged/NAMESPACE/pre/*
• unpackaged/NAMESPACE/post/*
CumulusCI will automatically deploy these “metadata bundles”
at the right place in the build.

18. Hooking in Custom Logic
• CumulusCI defines a number of pre and post hooks which you
can override in your package’s build.xml
• Example 1: Run custom logic after the src directory is deployed in any build
<target
name=“postDeploy”>
YOUR
CUSTOM
ACTIONS
HERE
</target>
• Example 2: Run custom logic before the uninstall target is run
<target
name=“preUninstall”>
YOUR
CUSTOM
ACTIONS
HERE
</target>

19. • Option 2: Environment Variables
• SF_USERNAME
• SF_PASSWORD
• SF_SERVERURL
DE Org Credentials
Option 1: build.properties
• sf.username=YOUR_USER
• sf.password=PASS+TOKEN
• sf.serverurl=https://login.salesforce.com
Add build.properties to
your .gitignore!