Sandboxes: The Future of App Development by Evan Barnet & Pam Barnet

Sandboxes:The Future of App DevelopmentManaging Sandboxes to Build Apps Fast!

VP, App Development & Software Adoption, Barnet Associates

pam@barnetassociates.com@pambarnet

President & CEO, Barnet Associatesevan@barnetassociates.com

@ideacrowd

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20142002 2005

Barnet Associates - Systems Improvement SolutionsThe Barnet’s are loving Salesforce

Customer Partner Developer3rd Place “Tic Tac Close”

Summer Hack-a-thon

Agenda

• Sandboxes Overview• Strategies• Demo!• Sandbox Secrets & Best

Practices• Key Resources• Q & A

Professional Edition

Enterprise Edition

Performance Edition

Unlimited Edition

Developer Sandbox

10 (change sets not available)

25 100 100

Developer Pro Sandbox 5 5

Partial Copy Sandbox 1 1 1

Full Sandbox 1 1

Salesforceappdevelopmentprojects

Customer Onboarding Ticket Scan Application Customer Community

Event Planning Opportunity Transfer

Tracking Automate Sales

Fun Metrics & Timelines of some apps we’ve built Automated Sales Rep Transition:• APEX Trigger, APEX Test Class, Custom Object, Custom Fields, Workflow Rules with

Field Updates and Email Alerts• 10 hours to develop, 30 minute demo, 2 weeks for business acceptance

Customer Community with Real Time Charts & Reports• JSON APIs, APEX Controllers, APEX Test Classes, Visualforce Pages• 2 weeks to develop, 1 day to deploy, 2 weeks for user adoption

Change Control Tracking• Customization of AppExchange Change Control App, Workflow Rules, Custom Fields,

Field Updates and Email Alerts• 5 hours to develop, 1 day to test and gain user acceptance, 3 days for user adoption

Custom Dashboard

JSONAPIfromexternaldatasource

BroughtinviaJitterbitCustomAPIs

ChartsbuiltusingVisualforceCharting

Real-Time External Data

What is a Sandbox?

• Non-ProductionEnvironment

• DuplicatesProductionMetadata

• Usedfordevelopingandtesting

• Usedfortraininganduseracceptance

• LinkedtoProductionEnvironment

• VariousmethodsofmigratingchangestoProduction

• LargeorgswillhavemultipleSandboxEnvironments

• AdminPlayground!

Sandbox Overview Purpose of

Sandboxes:• Development• Testing• Reduce the time it takes to

convert your ideas into apps

• Reduce operational risk• Increase Efficiency• Training• User adoption• Raise User Satisfaction

Professional Edition

Enterprise Edition

Performance Edition

Unlimited Edition

Developer Sandbox

10 (change sets not available)

25 100 100

Developer Pro Sandbox 5 5

Partial Copy Sandbox 1 1 1

Full Sandbox 1 1

Sandboxes by Edition

SandboxTypesOverview

Developer

1-Day Refresh

NoProductionData

200MBDataLimit

DeveloperPro

1-Day Refresh

NoProductionData

1GBDataLimit

PartialCopy

5-Day Refresh

SampleProductionData

5GBDataLimit

SandboxTemplate

FullCopy

29-Day Refresh

CopiesProductionData

ProductionDataLimit

SandboxTemplate

Process to Implement New Functionality

Build and Test in Sandbox

Demonstrate to User Audience and Gain Acceptance

Build Change Set in Sandbox

Upload to Production

Validate in Production and Deploy!

1

2

3

4

5

SandboxStrategiesHowSandboxescanbedesignatedandutilizedformaximumefficiencyandgovernance

ProductionInstance

Staging

Dev

Integration

AdminPlaygroundTraining

Dev

Dev

Rollup/Integration/UAT

Release#1

ProductionOrgFullcopyDeveloperpro,testdataPartialDataDeveloper

Dev

Dev

Release#2

Dev

Itemstodeploy CreateChangesetandUploadtoProduction ValidateandDeploy

ChangeSetNamewithversion#

Description

AddItems

Dependentitems

OpenChangeSetinProduction

ValidateandmonitorProgressforerrors

Deploy

TestinProduction

TrainingCustomObject

ContactCustomFields

ContactPageLayout

Production OrgSandbox Org Sandbox Org

Demo-SandboxDeploymentusingChangeSetsCustomObjecttotrackTrainingModulesCompletedbyaContact

SandboxSecrets,Tips&Tricks1. ALWAYStestinSandboxFIRST!

2. URLforSandboxloginistest.salesforce.com

3. NameSandboxestoindicatethetype:MyCoFULL,MyCoPartial,orMyCoDev01

4. Sandboxusernamesareappendedwiththenameofthesandbox:PBarnet@MyCo.com.MyCoFULL

5. Changepasswordatthesametimeasproduction

6. Keeptrackofsecuritytokensforproductionandallsandboxesforeaseofdataloading

7. Refreshoftenandearly!

8. Createapostrefreshtasklist

9. EverytimeaSandboxisrefreshed,useremailaddressesareappendedwith@example.com:

PBarnet=MyCo.com@example.com

10. Fordeployment,thePlatformVersionmaydifferinSandbox

Communicate with the businessWork with the businessGather Requirements

Dedicated Salesforce.com ownerManage change requests/prevent

conflict

NotonlyareSandboxesimportanttodeliverappsfast,buthavingastrategyisjustasimportant

Process Governance Timing

LearnwithTrailhead ThefunwaytolearnSalesforce

Learn More Learn More

Sandbox Overview: https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US

Understanding Sandbox Environment Types: https://help.salesforce.com/HTViewHelpDoc?id=data_sandbox_environments.htm

Developing Cloud Apps – Coding Optional: https://developer.salesforce.com/page/Developing_Cloud_Apps_%E2%80%94_Coding_Optional

Quick Tutorial – Build a Cloud App in 5 Minutes: https://developer.salesforce.com/page/Quick_Tutorial_1:_Build_a_Cloud_App_in_5_Minutes

Development Lifecycle Guide:https://resources.docs.salesforce.com/sfdc/pdf/salesforce_development_lifecycle.pdf

Resources and Links

Thank Y u

Q&A