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Salesforce DevOps for Architects

Salesforce DevOps for Architects

By : Cowell, Lars Malmqvist
4.8 (11)
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Salesforce DevOps for Architects

Salesforce DevOps for Architects

4.8 (11)
By: Cowell, Lars Malmqvist

Overview of this book

Rob Cowell is a Salesforce DevOps Advocate with extensive experience as a Salesforce Developer and Architect, guiding best practices for Salesforce DevOps. Lars Malmqvist, a 32x certified Salesforce CTA, has 15 years of experience building advanced Salesforce solutions and is the author of two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns. As the Salesforce Platform evolves, architects face increasing demand for advanced solutions. This book serves as your definitive guide to mastering effective DevOps practices crucial for successful Salesforce projects. Beginning with cultivating a DevOps mindset focused on collaboration and communication, it emphasizes governance, visibility, and accountability. You'll delve into tools and techniques, leveraging the robust capabilities of SFDX to craft your strategy efficiently. This book stands out for its practical approach to Salesforce packaging and CI/CD stack creation, guiding you to build a seamless automated change delivery system with freely available software. It addresses critical operational concerns such as ticket management, backups, change monitoring, and data seeding. In the final chapters, you'll discover third-party solutions to expedite your Salesforce DevOps journey, empowering you to deliver sophisticated and efficient projects.
Table of Contents (20 chapters)
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Metadata and Tooling APIs

To open the platform to better tooling for development and deployment, Salesforce introduced two important APIs – Metadata API in the Spring 2008 release and Tooling API in the Spring 2013 release. While they both fulfilled similar functions, there were some important differences in their aims and functionality.

Metadata API

At the simplest level, metadata is data that describes the structure of your data, but for the Salesforce platform, that is a bit of an oversimplification. The term metadata covers many of the configuration and customization elements of Salesforce as well – at the time of writing, Salesforce’s own Metadata Coverage Report, available at https://developer.salesforce.com/docs/metadata-coverage, indicates 601 metadata types in the platform, the vast majority of which are covered in Metadata API.

Metadata API can be used to move this metadata between environments. You can retrieve the metadata as XML files from...

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