1.
Effective Release Management
For
Salesforce.com development teams
AutoRABIT
A Product of TechSophy, Inc. www.techsophy.com
www.AutoRABIT.com
Presented to Phoenix Salesforce Developer Group

2.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Agenda
• Present Challenges in Salesforce.com
• About AutoRABIT
• AutoRABIT Demo
– Continuous Integration
– Release Management
– Dashboard, KPI’s, goal alignment
– Version control
– Data Loading
– Test Automation
• Q & A
Note:
- Slides & recording of the session will be shared
- Pl. ask questions at any time

3.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT – About US
• Technology
• Business Process Management
• Continuous Integration
• Analytics
• Architecture
• Project Management
• Product engineering
• Mindset – We automate
• Test Automation
• CI Implementations
• CI, ALM Services
• Extreme Test Automation
• Productivity catalyst – Sales Force
• Cloud solution delivery easy
• 300+ man years of effort
• Team members core
contributors for several open
source projects
• Sales force Rapid automation
• Breadth of clients: Fortune 100
and SMB customers
Automation
Mindset
TechSophy, Inc. (Parent Company)
Started in 2008
HQ : Pleasanton, CA
Tech Lab: Hyderabad, India
110 Employees
Focus: Services on BPM and Product
Engineering
AutoRABIT, Inc.
HQ : Pleasanton, CA
R&D and Dev: Hyderabad, India
Employees : 30 (20 Dev + 10 Support)
Focus: CI for Salesforce.com
The ONLY true Continuous Integration product from group-up for Salesforce.com

4.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Definitions – CI & CD
• Continuous Integration
– Maintain a single source repository (mainline)
– Small and frequent changes
– Automate build, test & deployment
– Goal to increase release velocity
• Continuous Deployment/Delivery
– CI + option of releasing every good build to users

5.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Present Challenges
• I want more frequent releases deployments
• My team(s) keeps overwriting code
• My team spends lot of time on change sets
• I need visibility into my dev. process
• My Sales team wants a new campaign live in 1
week
• I need additional Testing resources for release
– I need additional budgets, I have to schedule, set up
(QA sandbox), test plans…
• I want to increase the code quality

6.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
The Problem
• Lack of coordination
• No automation
• Mostly manual steps for deployment
• Manual testing with limited test coverage
• Multiple production orgs with no common
code
…SLOW RELEASE VELOCITY

7.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Prerequisites for CI/CD
• Before start the journey
– Does your team have the CI mindset
– Evaluate the tool set and process
– Environment/sandbox in sync
– Does your mgmt. have the desire
• Pitfalls
– CI Tools built for Java/ .Net Platforms may not come
out-of-box for Salesforce. You would need to
customize at script level
– Do not plug CI process directly into your present
release . Let people, tools as well as CI process evolve
for one release.
– Understand change management ‘for your Team'

8.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Dataloading
• Present challenges
– Cumbersome to move the records of selected set
of objects.
- Dataloading along with relationships
- Exporting Attachments, integration with external
tools like Apptus are a challenge
• Best Practices
– Integrated with UAT sandbox

9.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Version Control
• Present challenges
– How to use version control in the overall process ?
- Is it to check-in our changes every time we
work in our sandbox with IDEs like Eclipse ?
- or is it more for nightly code back-ups.
– Administrative and business teams find it hard to work
with ?
– Which tool to select ?
– How to drive the adoption of branching and release.
• Best Practices
– Integrated with UAT sandbox

10.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Enterprise Test Automation Suite
Test Generator Test Transformation Wrappers & Adapters Adapters
Rule Based
Equivalence classes
Combination of States
Boundary Value Analysis
Separate Data,
Configuration
Separate scenario
from script
Data Scrubbing
Environment driven
Test Preparation
300+ Built in Wrappers
Reusable Libraires for
Technology platforms
Keyword & Framework
specific
Adapters for Selenium
,Apex, Jmeter..etc.
Self Learning Model
Predictive Analytics
Test Genius on
what to test
Test efficience
calculator
Test Automation
ALM Capabilities
Version Control
Integration & Support
Automated Metadata
Deployment
Selective Deployment Integrated Dataloader Backup/RestoreOrg Comparison
Additional effective features

11.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)

12.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Test Team
Staging/UAT
Test TeamIntegrationX
Configuration
Backup / Restore
Dev
Sandbox
Dev
Sandbox2 Sandbox Refresh
Production
Manual Process
Feature1
Error
Production Issue
2 Days
2 Days
2 Days
1 Day
2 Days
* Test effort excluded
Typical process without Continuous Integration
(Basis: various client deployment experiences)

13.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
People Involved
Committed Resources + Explicit Trainings + Various Tools + Time….
Automation
COMMIT UNIT TEST
STATIC
ANALSYS
BUILD DEPLOY
RUN
TESTS
PROJECT
STATUS
PERFORMANCE
TESTS
FUNCTIONAL
TESTS
RUN
TESTS
CHANGE
MANAGEMENT
DEVELOPMENT + INTEGRATION ACCEPTANCE RELEASE MAINTENANCE
User-1
User-2
User-3
User-4
User-1
User-2
User-3
User-4
Continuous Integration/Deployment
- Many tool in the market
- Open source works just fine
- Select what works for your organization
- ~ 6 months + Budgets
- Evaluate the entire process and workflow
Create a symphony !!!

14.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT in Action
A
L
M
S
Y
S
T
E
M
S
Dev Environment
AutoRABIT System
Single Click Promotion

15.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 1 – Dev Process is version controlled

16.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
CI Model 2 – Dev to Prod with version control

17.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Developer Community Engagement
• Active involvement
– Blogs, Suggestion & Tips, 10% charter
– PUG’s (Bay Area, Chicago, MN, San Diego , + 3 )
– Free Training
• Webinar series
• Social
– SFDC (various), Blogs, LinkedIn, MeetUp,
• Target groups
– Developer & admin’s
– Managers, Business, BA, PM
Involve, Educate & Transform

18.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
DEMO

19.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
HOW TO DEFINE GOALS AND
GET THERE?

20.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and
Deployment
Testing Reporting
Level 4 • All build issues
addressed through
automation
• Continuous deployment to
production
• Feature sandboxes
• Automated provisioning
• 100% code coverage
• All testing automated
• Code tested against large
number of potential
configurations
• Real-time visibility
Level 3 • Triggered builds
• Code, meta-data,
documentation,
requirements subject
to version control
• Separate Dev, Test, and Prod
environments
• Single button deployment
• Very high test coverage
• Test interaction between
code, meta-data, and data
• Users create automated
test scripts
• Report trend
analysis
Level 2 • Build on commit
• Dependencies
managed
• Standardized deployment
process
• Full Sandbox
• Selective Promote, Change
sets
• Some automated deployment
• Automated daily functional
tests
• On-demand
reporting
Level 1 • Source control
utilized
• Automated build
process
• Documented deployment
process
• Defined branching strategy
• Large amounts of testing
done at build
• Reports visible to
entire team
Level 0 • Manual or semi-
manual build process
• Changes made directly to
Production
• Manual or no testing • Status visible only
to individual
developer
Maturity model to plan goals

21.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Level Build Process Environments and
Deployment
Testing Reporting
Level 4 • All build issues
addressed through
automation
• Continuous deployment to
production
• Feature sandboxes
• Automated provisioning
• 100% code coverage
• All testing automated
• Code tested against large
number of potential
configurations
• Real-time visibility
Level 3 • Triggered builds
• Code, meta-data,
documentation,
requirements subject to
version control
• Separate Dev, Test, and
Prod environments
• Single button deployment
• Very high test coverage
• Test interaction between
code, meta-data, and data
• Users create automated test
scripts
• Report trend
analysis
Level 2 • Build on commit
• Dependencies managed
• Standardized deployment
process
• Full Sandbox
• Selective Promote, Change
sets
• Some automated
deployment
• Automated daily functional
tests
• On-demand
reporting
Level 1 • Source control utilized
• Automated build
process
• Documented deployment
process
• Defined branching strategy
• Large amounts of testing
done at build
• Reports visible to
entire team
Level 0 • Manual or semi-manual
build process
• Changes made directly to
Production
• Manual or no testing • Status visible only
to individual
developer

22.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
First Step: Change Management
• Change Management Team
– Functional Leaders
– Business Analysts
– Technical Architects
– Power Users
• Release Management Strategy
– What is allowed in each branch
– Who is allowed to make changes where

23.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy

24.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Production
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy

25.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Trunk
Test
Feature
A
Feature
B
Feature
C
Dev Dev Dev Dev Dev Dev DevDev
Feature Team
A
Feature Team
B
Feature Team
C
Branching
Strategy
Tests
Tests
Tests
Release Management Strategy
Org C
Gradually Migrate Features from Other Orgs into Trunk

26.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Summary
• AutoRABIT is the first (and only) tool designed from the
ground up for Continuous Integration on Force.com
• Meta-Data Management
– Metadata Comparison and Selective Promotion
– Minimize Meta-Data conflicts with feature teams, branching strategy
with version control, and testing
• Version control and branching done visually
• Sandbox Restore, Rollback with backups of meta-data,
source code and data
• Test automation by non-technical end users
• Easy and complete dataloading
• “Test Genius” help prioritize and optimize your testing

27.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
AutoRABIT Test Genius
(Automatic selection & execution of test cases to identify 99% or critical defects)

28.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
Release Management
Can your release process
be more automated and
confidence evoking?

29.
Release Management Streamlined Confidential AutoRABIT (Rapid Automated Build Install & Test)
We appreciate your time and interest, Thank You
Vishnu Datla
+1 (732) 766 5667
vishnu(at)AutoRABIT.com
Twitter: @vishnuraju
www.linkedin.com/vishnudatla
For a free trial pl. register at www.AutoRABIT.com