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Ever wonder how to plan to customize your production org? Do you know when to use a developer sandbox? Stumped on how to reliably move changes around? We'll show you how in this webinar. Learn the best practices from the pros. Salesforce gives you the ability to create copies of your production org in a separate sandbox environment for a variety of purposes like testing and training without compromising the data and applications in your Salesforce production organization. Learn some of the key considerations that lead to effective Release Management. Key Takeaways :: Understand how to move code and configuration utilizing change sets. :: Best practices for org management/governance. Intended Audience :: This webinar is geared towards all Force.com developers. :: Not scoped to ISV developers. :: Tailored toward customers with one sandbox, small dev team, and limited number of customization projects.
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From Sandbox to Production: Demystifying Salesforce Release Management – Part 1
July 24, 2013
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Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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Speakers
John Vogt Product Manager
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Developer Force
Developer Force Group
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Have Questions?
§ We have an expert support team at the ready to answer your questions during the webinar.
§ Ask your questions via the GoToWebinar Questions Pane.
§ The speaker(s) will chose top questions to answer live at the end of the webinar.
§ Please post your questions as we go along!
§ Only post your question once; we’ll get to it as we go down the list.
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Agenda
§ Overview
§ A Story About Salesforce Customization – Customization and Deployment
– Process and Governance
§ Recap
§ Next Steps
§ Q & A
Overview
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Overview
§ A Story about Customization and Deployment
§ Best Practices – Metadata Tools
– Governance
– Environment Management
§ Typical Pitfalls – Failed Deployments
– Un-supported Metadata Components
A Story About Salesforce Customization
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A little bit of info about our fake company…
§ Acme Company – Purchased CRM Enterprise Edition from Salesforce – No Add-on Products
– Small IT department, 2 Developers, admins wear many hats
§ Use Cases – Typical - need to track contacts, accounts, orders
§ Requirements – Create custom order forms to track orders, update accounts, and contacts
• Visualforce Pages for form
• Apex Controller to manage work !ow
• Customer Schema objects and "elds for further customization
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Org Customization for Acme
§ If Possible, Stay in the Browser – With a small or no IT shop and limited admin or developers, its best to avoid desktop tools that
you would have to install, upgrade, etc.
– Staying in the browser, you still have the ability to customize through several tools
– If you are using Apex or Visualforce, we recommend the Developer Console. This tool is getting the most attention in our dev teams and has a solid roadmap.
§ Stick with Point and Click – Point and click features were created because anyone can jump right in and customize – this can
empower some business users that don’t have a traditional IT/software development background
§ Sandbox First!
Demonstration
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Demonstration § Created Some Objects and Fields
§ Use Developer Console to quickly create a Visualforce or Apex class
§ Set up deployment connections
§ Create an outbound change set and upload
§ Deploy the changes and validate the deploy
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Quick Recap
§ Stay in the Browser – Stick with Point and Click
– Use Developer Console for Development
– Use Change Sets for Deployment
§ Test & Validate before you Upload & Deploy – Understand the criteria for code coverage on Apex
§ Develop & Test in the Sandbox
Demonstration
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Demonstration § Play the role of another unchecked user
§ Modify the custom schema in the production org
§ As the original sys admin make an addition change to the schema in the sandbox
§ Create the outbound change set, upload, and deploy
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Best Practices for Force.com Development
§ Have a Change/Release Management Process! – No change management process out of the box
§ Have a documented Project Plan – Requirements/User Stories
– Test Plans
– Release Schedule
§ Have strict User Governance – Restrict admin capabilities in the production org to a small group that also manage
the release
– Limit user access in developer sandbox (Developers, Testers Only)
Demonstration
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Demonstration § Create a new Permission Set on AcmeOrder
§ Create the outbound change set, including the Permission Set
§ Save, Upload, and Deploy the change set
§ Deploy and Validate in the production org.
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What just happened to my Pro"le/Permission Set?
§ Pro"les and Permissions Sets are not standalone
§ Pro"les and Permission Sets must be assigned in the production org
§ Good use cases for deploying pro"les: – Object CRUD
– Field Permissions
§ Bad use cases for deploying pro"les: – Layouts
– Record Types
§ Dude, Where's my permission?
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I can’t add my component to a Change Set
§ Manual Deployments can be necessary – Not all components are exposed through the Metadata API
– Unsupported Metadata Types
§ Best Practice: – Deploy as much as possible with Change Sets
– Then go to the production org and manually create the components you have already created and tested in the Sandbox
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Best Practices for Release Scheduling
§ Understand our release schedules – 3 Major Releases
– Participate in the Preview Window
– Follow Trust
§ When to deploy – Conservative:
• Do not release during the preview window
• Let the major release simmer for a few weeks
– Aggressive:
• Release early and often
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Best Practices for managing your Sandbox
§ Refresh after Every Release
§ Create a Post Refresh Run-List – Include this as part of your change/release management process
– Document the following: • Data masking needs
• User/Pro"le Modi"cations
• Test Data loads
• Turn off scheduled jobs
• Manage Outbound Email
Recap
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Recap
§ Stay in the Browser
§ Test & Validate before Upload & Deploy
§ Have a Release/Change Management process
§ Maintain Strict User Governance
§ Have a Post Refresh Run List
Next Steps
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Next Steps
§ Review materials related to this content – developer.force.com
– Salesforce.com Help & Training
§ Join our next webinar – When dealing with Multiple Production orgs, multiple development teams, and lots of
projects, you need to step up your game.
– The next webinar will show you how to evolve what you have learned here into managing a full blown development shop
• Force.com Migration Tool, Ant Scripting, Source Control
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Upcoming Events
August 7, 2013 § Salesforce API Series: Integrating Applications with Force.com
August 8, 2013 § Application Lifecycle Management CodeTalk Coming Soon § From Sandbox to Production Part 2 § Intro to Salesforce Mobile SDK: Building iOS Apps § Intro to Salesforce Mobile SDK: Building Android Apps § Salesforce API Series: Service Cloud APIs § Winter ‘14 Release Developer Preview
Q & A
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John Vogt Product Manager
