Advanced Application Lifecycle Management

John Vogt, Senior Product Manager, Salesforce.com

Eric Wilcox, Senior Developer/Architect, Financial Force

Tear Down, Rebuild, Reconfigure, Rinse and Repeat: How to Get the Most out

of your Developer Sandboxes

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Eric Wilcox

Senior Developer/Architect

roc.wilcox@gmail.com

John Vogt

Senior Product Manager

Force.com Sandbox

Let Us Get To Know You

Goals for This Session

• Techniques for Automating the Setup

of your Sandbox

• Value your Developer Sandboxes

• Value repeatable Metadata API Tasks

• Value Test Data Sets

Lets Get Started!

• Individual Develop & Unit Test

• Individual QA

• Team QA

• UAT

• Staging

• Scalability Testing

Force.com Development & Customization Tasks

What is the best product for these Use Cases?

Product Type Description Use Cases

Full Full copy of configuration and production data

Storage limitation based on that of production org

29 Day Refresh Interval

Staging,

Scalability Testing,

Training,

UAT

Configuration Only Full copy of configuration only (no data copied)

~ 250,000 Records at 500MB storage limit for data

Daily Refresh Interval

UAT,

Code Integration & QA

Developer Full copy of configuration only (no data copied)

~5,000 Records at 10MB storage limit for data

Daily Refresh Interval

Development & Unit

Testing,

QA

Agile Sandbox Development

• Use Metadata Tools

• Use Source Control

• Create Test Data Sets

The Pillars of Agile Sandbox Success

Why are these Pillars Important?

• Environment set up continuity

• Effective deployment practices

• Environment parity

• More agility

Metadata Tools

Tool Description Use Cases

Force.com Migration

Tool

(Ant Tool)

• Full Metadata API Support

• Repeatable Scripts

• Automation

• Environment Tear Down

• Configuration Deployment

• Execute Unit Tests

API (WSDLs)

Enterprise

Partner

Metadata

• SOAP Access

• Programmatic Interface

• Ant Integration

• Create Test Data

• Configure Application Data

(custom settings, users, etc)

Simple Playbook

So, I need to develop and unit test – what do I need?

• Isolated workspace for a developer

• The ability to load a specific version

of configuration

• Access and ability to load test data

sets

• The ability to make and save my

configuration changes

What is needed in each QA environment?

• Isolated workspace for a for the QE

• The ability to load a specific version

of configuration

• Access and ability to load test data

sets

• Ability to test, tear down, and test

again

• Create and/or Tear Down Environment

• Load/Deploy Configuration Version

• Load Test Data and Custom Settings

• Run Tests

Repeatable Ant Targets

Create and/or Tear Down

Environment

Teardown – How To Dynamically Clean An Org

Target Org

Ant Retrieve

Clean

Std Obj Layouts

Build Package

Build Destructive Changes

Deploy

Deploy Layouts

1

2

3

4

5

6

• Remove Extraneous Items

• Renamed by Developers

• Triggers/Validation rules added

to for testing

• Downgrade to Earlier Version

• Urgent Bug Fixes

• Rollback a code change

• Continuity/Consistency

Deploy Configuration Version

• Continuity/Consistency

• Version Control

• Version Build Tools

Load Test Data and Custom

Settings

• Create Test Data Sets

• Use Existing Skills (Apex)

• Create Robust Data

• Continuity/Consistency

• Agility

Run Unit Tests

• Developers Run Relevant Tests

• Regularly Run All Tests

• Review Output/Monitor for Errors

• Continuity/Consistency

• Agility

Quick Review

Notes & Information

Source Control Systems: • CVS, SVN, GIT, VSS

Session Content • URL:

• https://github.com/financialforcedev/df12-deployment-tools

• Includes:

• readme for integration tips and info

• Ant “build.xml” with demo’d targets

• Sample Salesforce App w/ dummy classes, trigger, etc

• Java Samples for Anonymous Execution and Purge on Delete

Roadmap

Faster Deploys to Production PILOT

Only Run Specified Tests

Must Cover Code Changes

75% Coverage Per Class

Force.com Migration Tool

Reduced Sandbox Set Up Time PILOT

Copy the Objects You Need

Omit the Objects You Don’t

Obfuscate Sensitive Data

Subset of Records

Shorter Time To Use

More Metadata Exposed

Approvals

Business Hours

Case Assignment Rules

Case Escalation Rules

Case Team Roles

Contract Line Items

Communities

SPRING ‘13

Entitlement Processes

Lead Assignment Rules

Milestones

Opportunity Teams

Scheduled Apex Jobs

Search Layouts Standard Objects

Sharing Model

John Vogt

Senior Product Manager

Salesforce.com

Eric Wilcox

Financial Force