Automate the development lifecycle with cumulus ci on april 9th, 2020

Automate the
Development
Lifecycle with
CumulusCI
Kitchener, CA Developer Group
Speaker
Date
Venue/Link
David Reed
April 9th, 2020 @ 3:00 PM EST
https://meet.google.com/gog-myop-ige

Who Am I? Salesforce Technical Architect
Appirio Inc., a Wipro Company
Salesforce Lightning Champion
www.sudipta-deb.in
10x Salesforce Certified Application Architect
Group Leader of Kitchener, CA Developer Group
434 Badges
@sudipta_1984

Automate the App Lifecycle
with CumulusCI
@aoristdual | d.reed@salesforce.com
David Reed, Senior Member of Technical Staff,
Release Engineering | Salesforce.org

David Reed
Senior Member of Technical Staff,
Release Engineering
Salesforce.org

Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth,
expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org
combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of
the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove
incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be
the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our
sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant
growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated
downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center
capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM
market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair
value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and
investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded
companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies,
including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned
revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and
platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the
potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with
the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

Agenda
The trail to production and the org problem
The Salesforce.org solution: portable automation with CumulusCI
Live demo
Metecho: Portable automation for admins
Completing the picture with MetaCI and MetaDeploy
Takeaways

Let’s Get Cost Out of the Way
CumulusCI, MetaCI, Metecho, and MetaDeploy are 100% free and open source.
Salesforce licenses and server infrastructure do cost money.
• You’ll still pay Heroku, CircleCI, Jenkins, et al.
for infrastructure if you wish to use continuous integration
This is not a sales pitch
Support the Salesforce
open source community!
Footer

The Trail to Production
Exploring the app lifecycle

The trail to production
Develop
Feature
Tests
Merge Deploy
Integrati-
on / UAT
Test
Developers
Admins Testers
Testers
End Users
End Users
Demos
Support
CI System

Where do these participants do their work?
Continuous integration must be automated.
Most CI systems do very similar steps:
• Create a Salesforce org.
• Configure the Salesforce org to meet the needs
of the application.
• Deploy the application.
• Execute tests (Apex unit tests, Jest tests, Robot
browser tests…)
• Report results
In many organizations, these steps are so
complex that they end up using a single,
persistent org.
Developers, admins, testers, support, product
managers, and other stakeholders usually
must create environments manually.
Each user has to:
• Create a Salesforce org.
• Configure the Salesforce org to meet the needs
of the application.
• Deploy the application.
In many organizations, these steps are so
expensive that users must make do with
shared, out-of-date, or inconsistent sandboxes.

Building new orgs is hard.
• Traditional tools only do metadata setup.
• What about configuration? Data? Dependency management?
• What about multiple org shapes for different roles?
• CI automation is usually not “portable” (CI only).
Managing persistent orgs’ state is hard.
• Challenging to fully synchronize with source control
• Weak change management
• Users conflicting with one another
All of these roles and systems need Salesforce orgs to work in.
The org problem
Developers
Admins
App Builders
Testers
End Users
Demos
Support
CI System

Some consequences of the org problem
Loss of velocity
• Teams can’t work at capacity because of poor infrastructure
Loss of confidence
• Test results aren’t reliable without repeatable setup
Difficulty implementing modern best practices
• Source control
• Salesforce DX
Limited alternatives
• Automation solutions are too limited, too expensive, or require specialization.

The Salesforce.org Solution:
Portable Automation with
CumulusCI
Portable automation for every role,
everywhere on the trail

Basic framework
Version control as
source of truth.
Salesforce DX scratch
orgs as location of work.
CumulusCI as the
automation engine.
% cci

Same automation, many contexts
Metecho
Command line tool
for developers
Web UI for
continuous
integration
cci MetaCI
Web UI for admins
& app builders
(forthcoming)
Sophisticated
customer delivery
solutions
MetaDeploy
CumulusCI Portable Automation

What CumulusCI does
Builds orgs based on repeatable recipes
• Dependency management
• Package or application installation
• Metadata deployment to tailor org
• Configuration of settings
• Data seeding
• Any task achievable with the Salesforce API
CumulusCI makes it easy to define fully-realized scratch orgs for
each of your roles.

What CumulusCI does
Provides tools for each role to use in their orgs
• Run tests (Apex, Jest, Robot browser and API automation)
• Develop and deploy code and metadata
• Load, modify, and capture data sets
CumulusCI makes it easy for developers, admins, and testers to
do their work and collaborate in version control.

What CumulusCI does
Provides tools to orchestrate the entire development process
• Run continuous integration builds
• Execute Apex, Jest, and Robot Framework browser tests
• Automate parent-child branch merges (CumulusCI Flow)
• Upload and test beta managed packages automatically
• Upload and test managed releases
Continuous integration server recommended but not required:
you can run the entire development process from your local
machine.

Flows and tasks
CumulusCI comes with dozens of built-in
tasks and predefined flows.
Tasks and flows are configurable in simple
text markup.
New capabilities can be added in Python.
Composable building blocks for automation
Install Managed PackagesAutomatically Resolve
Dependencies
Deploy MetadataRun Apex and Jest
Unit Tests
Run Robot Framework
Browser Automation
Seed Org with DataRun Anonymous ApexCapture ChangesRelease Package VersionsMuch More

Customize flows and tasks in version control
cumulusci.yml lives in the repository alongside code

The trail to production
Develop
Feature
Tests
Integrate Deploy
Integration
/ UAT Test
dev_org
qa_org
install_beta
regression_org
release_production
ci_release
install_prodci_feature
ci_master

Outcomes of solving the org problem
Increased velocity
• Portable automation means no org blockers or infrastructure dependencies
Increased confidence
• Rely on orgs always being configured exactly as you expect
Modern best practices not just baked-in, but enabled
• Source control
• Salesforce DX
Users get access to holistic environments that encourage collaboration
• CumulusCI makes it easy to capture and share work.

Metecho:
Portable Automation for Admins
No command line? No problem.
Metecho is not yet released.
Functionality may change before release.
Μετέχω: “I share”, Ancient Greek

Metecho
Manage projects and tasks in your repositories

Metecho
Create scratch orgs, capture work into Git with the push of a button

Metecho Integrates with Git and Developers
Bring declarative work fully into your development lifecycle via Portable Automation

Hands-On Demonstration
Metecho is not yet released.
Functionality may change before release.

Completing the Picture
with MetaCI and MetaDeploy
Applying portable automation to continuous integration
and customer delivery

MetaCI
Orchestrate development workflow.
Easily define plans that run CumulusCI automation on specific branches and tags.
Status reported to GitHub for process insights.
Track releases and automatically generate release notes in GitHub.
Continuous integration for Salesforce projects

MetaCI
Create scratch orgs using CumulusCI automation through a web UI.
Support declarative users with web UI

Prefer to bring your own CI?
MetaCI makes it easy to map CumulusCI automation to your GitHub branches and tags and
implement CumulusCI Flow.
CumulusCI works great in other CI systems too.
Use CumulusCI as your build tool in CircleCI, Jenkins, Travis, GitHub Actions, GitLab Pipelines,
or whatever you prefer. Even on-premises!
No lock-in

MetaDeploy
Customer delivery with portable automation

MetaDeploy
Smart, product-oriented installers create a great customer experience

CumulusCI makes sharing and
collaboration easy — in one organization,
across organizations, between roles, and
in the open source community.

Automate the development lifecycle with cumulus ci on april 9th, 2020

Build Applications with CumulusCI:
https://trailhead.salesforce.com/en/content/learn/trails/build-applications-with-cumulusci
Now available on Trailhead!

CumulusCI Documentation: cumulusci.readthedocs.io
CumulusCI on the Trailblazer Community:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M9Z
CumulusCI Open Source Project: github.com/SFDO-Tooling/CumulusCI
Salesforce.org Products and the Open Source Commons
• github.com/SalesforceFoundation/NPSP
• github.com/SalesforceFoundation/EDA
• github.com/SFDO-Community
Resources

Automate the development lifecycle with cumulus ci on april 9th, 2020

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