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360 degrees Salesforce DX

Experience 360-degrees of Salesforce DX with AutoRABIT

A common need that teams developing on the Salesforce platform express is the desire for a single solution that will take their developers through the entire lifecycle. To make this easier, Salesforce rolled out Salesforce DX, which provides organizations with integrated tooling designed for end-to-end life cycle management.

Salesforce DX is a revolutionary platform that enables modern development practices with the following three key features:

  1. Scratch Orgs – Lightweight source-driven development environments that can be created with ease where changes can be validated, tested and integrated into the mainline quickly with CI platforms such as AutoRABIT.
  2. Unlocked Packages – Customers and partners have seamless distribution and delivery of apps with unlocked packages; this is a paradigm shift towards upgrades rather than battling with metadata deployment failures.
  3. CLI – Salesforce DX comes with an integrated CLI with support for scratch org creation, metadata conversion and migration, as well as data migration.

The real success that Salesforce DX can drive goes beyond CLI and scratch orgs. A team will be successful with Salesforce DX if they are able to seamlessly implement the three key features outlined above. To fully leverage the power of Salesforce DX, they need the ability to restructure their complex metadata into apps so they can manage shared metadata and dependencies. That may sound obvious, but it’s often overlooked. Teams must also be able to set up a unified development and delivery process driven from ALM systems such as JIRA. Finally, they need to be in line with continuous delivery guidelines so that any complete user story can effortlessly go through the deployment chain to production.

AutoRABIT is an end-to-end CI platform designed specifically for Salesforce. It empowers Salesforce teams to be successful with DX with several out-of-the-box features that Salesforce users have long desired. 

The first feature is modularization. Salesforce architects can now restructure and componentize their source code into applications with the modularization feature in AutoRABIT for Salesforce DX. Modularization offers a few key capabilities which play critical roles in long-term success. The first – and maybe the most important – is the ability to fetch and select metadata from DevHubs that form your application. This includes dependent metadata and the ability to create automated test data sets based on the objects selected in the module along with parent/child relationships. In addition, developers can validate a module for successful deployment, publish the module as an unlocked package, and add dependent unlocked package information and automatically include them in deployments. FInally, they can also push the source code in SFDX-compatible format into GIT along with sample data set and JSON configuration files.

A second important feature is Scratch Org Management, which allows Salesforce development teams to create contextual scratch orgs that add more power to conventional Salesforce scratch orgs. The Scratch Org Management feature in AutoRABIT for Salesforce DX has two key capabilities that drive organizational success – DevHub management and user story management.

  • DevHub management allows users to register and maintain DevHubs in AutoRABIT as well as create, maintain and delete Scratch orgs directly from AutoRABIT. They can also create contextual scratch orgs that let them set their own features and preferences, load the unlocked packages of base apps at the time of creation, and load intelligent sample data sets into scratch orgs.
  • User story management ensures holistic Application Lifecycle Management (ALM), as developers can rely on AutoRABIT to connect the dots by creating a user story in ALM, a Scratch Org in Salesforce, or a feature branch in GIT. AutoRABIT lets users assign and create a Scratch Org for a user story in any ALM (Jira/VersionOne/TFS) or in GIT for a user story and check validations, review and approve details of commits and make sure that all relevant user story information is updated back to the ALM.

Continuous delivery is critical for organizations that need the capability to promote a completed requirement anytime from development to production — and ensure quality and compliance parameters are met. With AutoRABIT for Salesforce DX, a developer can create a scratch org with all the required metadata and data pre-requisites. They can also validate the changes done in scratch orgs, complete the review and approval process for changes, push approved changes to a GIT branch, and raise a pull request. Release Manager allows users to merge the approved user stories into a release line and validate them, and automated functional tests can be run post-deployment for further quality assurance. More importantly, the user story will be ready for production deployment.

A comprehensive CI Server with a check in-merge-deploy framework and full support for SFDX ensures that Salesforce development teams experience continuous delivery for their applications. And for organizations that rely on Salesforce to drive their market success — there’s nothing more important than that.

To learn more, check out our video on Experiencing 360-Degrees with Salesforce DX

Niranjan Gattupalli, is Senior Director of Enterprise Services at AutoRABIT. Follow him on Twitter at @tweet_niranjan

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