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Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation

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Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation

SaaS-based applications like Salesforce.com are increasingly relevant to companies to compete and grow their business. However, the opportunity of faster time to value and availability offered by Cloud and SaaS comes with an urgent need to automate the application development and release processes. Learn how CA’s internal IT team used CA Release Automation to reduce SFDC software deployment times - simplifying and standardizing the release process and minimizing errors.

For more information on DevOps solutions from CA Technologies, please visit: http://bit.ly/1wbjjqX

SaaS-based applications like Salesforce.com are increasingly relevant to companies to compete and grow their business. However, the opportunity of faster time to value and availability offered by Cloud and SaaS comes with an urgent need to automate the application development and release processes. Learn how CA’s internal IT team used CA Release Automation to reduce SFDC software deployment times - simplifying and standardizing the release process and minimizing errors.

For more information on DevOps solutions from CA Technologies, please visit: http://bit.ly/1wbjjqX

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Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation

  1. 1. ca DevCenter Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation Sathish Chandrasekaran CA Technologies Sr. Director, Information Technology DCT07S #CAWorld
  2. 2. Abstract SaaS-based applications like Salesforce.com are increasingly relevant to companies to compete and grow their business. However, the opportunity of faster time to value and availability offered by Cloud and SaaS comes with an urgent need to automate the application development and release processes. Learn how CA’s internal IT team used CA Release automation to reduce software release times by simplifying and standardizing the release process and minimizing errors.  An 80% reduction in release errors during deployment  Software release times reduced by 4-5x times Sathish Chandrasekaran Sr. Director, IT CA Technologies 2 © 2014 CA. ALL RIGHTS RESERVED.
  3. 3. Agenda SALESFORCE LANDSCAPE & CHALLENGES @ CA TOOLS FOR SALESFORCE RELEASE AUTOMATION SOLUTION OVERVIEW SFDC ACTIONS OVERVIEW RELEASE MODELS FOR SALESFORCE DEPLOYMENT LESSONS LEARNED AND OBSERVATIONS 1 2 3 4 5 6 3 © 2014 CA. ALL RIGHTS RESERVED.
  4. 4. CA’s IT – Salesforce Footprint CA Salesforce  75 Development  5 Configuration  5 Full Sandboxes  1 Production Nimsoft Salesforce  15 Sandboxes  5 Configuration  1 Production Nolio Salesforce  15 Sandboxes  5 Configuration  1 Production 4 © 2014 CA. ALL RIGHTS RESERVED. Layer 7 Salesforce  15 Sandboxes  5 Configuration  1 Production
  5. 5. The Challenge of Salesforce Application Deployments Production Deploy Change Set 5 © 2014 CA. ALL RIGHTS RESERVED.  Lack of standardized release process  Manual tracking of changes  Manual execution of deployment steps  Lack of automated tests and validation  Frequent Release errors  Manual environments sync up and management 20% of development time spent on deployment activities Developer 1 Developer 2 Developer 3 Code/Configu ration Code/Configu ration Code/Configu ration Development Sandbox Development Sandbox Deploy Change Set Deploy Change Set QA Deploy Change Set Other Inflight Projects Deploy Change Set Production Support
  6. 6. Release Automation Tool chain CONTINUOUS APPLICATION DELIVERY Configuration Management (Developer’s workspace including Code/Configuration Repository) Agile Testing (Test Automation Tools) Eclipse API 6 © 2014 CA. ALL RIGHTS RESERVED. Deployment Pipeline (Tools used for Automation of pipeline) CA Release Automation ANT Migration Metadata Toolkit CLI Tools Force.com IDE CA Release Automation SFDC Actions Code and Configurations CA Application Test Metadata API
  7. 7. Solution overview with Subversion ( v1 ) Developer 1 Code Commit Developer Branch SCM Code Commit Developer Branch SCM Code Commit Developer Branch SCM CI Server CI Server Integration Lab Run SFDC Unit Test scripts 7 © 2014 CA. ALL RIGHTS RESERVED. QA Environment UAT/Staging Production TRUE AGILE DEVELOPMENT CA Release Automation Auto Self-Service/ Approval CO/ Approval Production Support Other Inflight QA Environment(s) Developer 1 Developer 1 CONTINUOUS DELIVERY CA Release Automation CONTINUOUS VALIDATION
  8. 8. Lessons Learned and Observations CHANGE SET ( SFDC ) CA RELEASE AUTOMATION WITH SUBVERSION 8 © 2014 CA. ALL RIGHTS RESERVED. CA RELEASE AUTOMATION WITH SFDC ACTIONS  Developers and Business analysts required additional build time  Business Analysts required training and did not welcome  Early conflict resolution  Reduction in release errors  Reduction in time to deploy  Manual tracking of changes and preparation of documentation  Manual coordination and creation of change set  Manual execution of deployment steps  Frequent release errors
  9. 9. How are the newly released SFDC actions used? Developer(s)/ BSA work on making the Build changes CA RELEASE AUTOMATION DISCOVER CHANGES RETRIEVE, DEPLOY, VALIDATE RETRIEVE, DEPLOY, VALIDATE Development Integration QA Production TEMPLATES PROCESSES Developer(s)/ BSA Actions Description Discover metadata Discovers the changes the developers and BSAs have done Retrieve metadata Retrieves the metadata components from the designated Salesforce organization Deploy metadata Deploys the metadata components to the designated Salesforce organization Validate metadata Validate Metadata components and run test classes 9 © 2014 CA. ALL RIGHTS RESERVED. RETRIEVE, DEPLOY, VALIDATE FLOWS ACTIONS
  10. 10. Solution Overview with RA / SFDC Actions ( v2 ) Developer 1 Commit Changes Code Commit Development Sandbox Auto Discover Development Sandbox CA Release Automation CI Server CI Server Run Tests in CA Application Test | Run SFDC Unit Test scripts Integration Lab (n) 10 © 2014 CA. ALL RIGHTS RESERVED. QA Environment UAT/Staging Production TRUE AGILE DEVELOPMENT Auto Self-Service/ Approval CO/ Approval Production Support Other Inflight QA Environment(s) Developer 1 Developer 1 CONTINUOUS DELIVERY CA Release Automation CONTINUOUS VALIDATION Auto Discover
  11. 11. Lessons Learned and Observations  Developers and Business analysts required additional build time  Business Analysts required training and did not welcome  Early conflict resolution  Reduction in release errors  Reduction in time to deploy  Manual tracking of changes and preparation of documentation  Manual coordination and creation of change set  Manual execution of deployment steps  Frequent release errors 11 © 2014 CA. ALL RIGHTS RESERVED.  Reduction in build time to keep track of changes  Easier adoption by the Business analysts and Developers  Early conflict resolution  Reduction in release errors  Reduction in time to deploy CHANGE SET ( SFDC ) CA RELEASE AUTOMATION WITH SUBVERSION CA RELEASE AUTOMATION WITH SFDC ACTIONS
  12. 12. Release models for Salesforce Deployments Salesforce Administrator Select 1 of 3 templates to create a release and execute Developer START Configuration Only Template Description Code and Configuration Wait for Configuration only A template that is selected for a release that has only configuration changes. Code and Configuration A template that is selected for a release that has both Code and Configuration changes. Release with user Lock out(s) A big release that releases code and configuration and locks out user(s) before deployments 12 © 2014 CA. ALL RIGHTS RESERVED. Release with User Lockout Input release number Choose the environment to Deploy END release process to complete
  13. 13. Before…After Comparative Analysis Automatic tracking and conflicts resolution: Zero hours required for tracking Manual tracking of changes: up to 16 hours per resource Creation of a build request: 2 minutes per build Change sets and documentation of steps: up to 24 hours per build Deployment of changes: 1-2 hours per deployment Deployment of change set up to 10 hours per deployment 13 © 2014 CA. ALL RIGHTS RESERVED.
  14. 14. For More Information Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here; ensure it links to correct page ca Devcenter To learn more about Devcenter, please visit: http://bit.ly/1wbjjqX 14 © 2014 CA. ALL RIGHTS RESERVED.
  15. 15. For Informational Purposes Only Terms of this Presentation This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners and Customers. 15

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