To Ashley
“May I always be a manifestation of others’ good fortune”
I’ve spent my entire career immersed in the world of software development. From early on, I fell in love with the power and the freedom that comes from being able to create magic with code. I’ve seen the birth of the Internet and have had the opportunity to share this passion for development with thousands of people around the world. But it didn’t take long for me to realize that while writing code can be fun, it’s not always the most productive way to get the job done. In fact, I’ve never felt more convinced about the importance of a low-code platform to enable people from every walk of life to experience that same joy and productivity I felt early in my career, creating apps using clicks and, sometimes, code. This is one of the most important things to remember about low-code: a unique and powerful low-code platform like the Lightning Platform lets you combine the power of both clicks and code to do more than you could do with either one alone.
In 2016, I left Microsoft when I was invited to reimagine the developer experience for Salesforce. I realized that this was a unique opportunity to share my love of low-code with the Salesforce community and to accelerate the pace of innovation on Salesforce by giving developers an entirely new way to build together and deliver continuously.
The DevOps movement has developed throughout our industry over the last 10 years into a rallying point for some of the most revolutionary ideas in business and technology. DevOps has a dual meaning, in that it includes a huge range of technological tools and techniques but also speaks to the importance of bringing disparate groups together. Salesforce was founded on the concept of Ohana , or community. Just like Salesforce has grown into one of the most passionate and collaborative communities on the planet, the DevOps movement has also inspired passion and a vision for how working together is integral to helping companies perform at levels never previously imagined.
At Dreamforce 2016, I had the privilege to go on stage to introduce Salesforce DX to the world and to share a vision that unites DevOps with the Lightning Platform for the first time. Shortly after that keynote, an earnest and persistent man started following me around the conference. As I walked to make it to a session, he introduced himself and explained that he’d been working on a similar initiative for his company, had anticipated this announcement, and implored me to let him join the pilot. Recognizing his sincerity, and that he might not leave me alone unless I relented, I invited Andrew Davis and his company, Appirio, to be the first consulting company to join the pilot for Salesforce DX.
I’m so glad I did because the rest is, as they say, history.
This book reflects the dedication and passion that Andrew brings to this topic. And it gathers in one volume all of the core ideas and values that all of us who worked on Salesforce DX have wanted to share but not had the time to write down. In this book you’ll see what brought me to Salesforce back in 2016: the power of DevOps and the world’s most powerful low-code platform united together. This union is expressed clearly and eloquently in this book.
We’re still at the beginning of this journey, both of Salesforce DX and, in a broader sense, of this magical new world that unites the human mind with technology in ways that are both exciting and awesome. DevOps is about working together—about human beings collaborating, working toward a common vision, and using technology to be efficient even at complex activities like building software. As we take these first steps into a new world where the only certainty is change, and where technology increasingly has the ability to determine our future, it is more important than ever that we work together.
Wade Wegner, SVP Product Management, Salesforce
Redmond, Washington
August 2019
—Dan Appleman, Salesforce MVP; author of Advanced Apex Programming in Salesforce
—David Brooks, VP Products, Copado Solutions; original product owner of AppExchange; one of the three founding PMs of the Force.com Platform
—Glenn Weinstein, Co-founder of Appirio
—Sanjay Gidwani, SVP, Copado
—Chris Barbin, Venture Partner, GGV Capital; Former CEO and Co-founder, Appirio
—Katie M. Brown, Director, Methodology at Okta, Delivery Excellence in the Cloud
—Dean Hering, Adjunct Associate Professor, Master of Engineering Management Program, Duke University
—Matt Henwood, Executive Vice President, Service Delivery, 7Summits
—Andres Gluecksmann, Vice President, Enable Services, Traction on Demand
—Durgesh Dhoot, Platform Specialist, Salesforce
It’s been a great delight to get to know both the Salesforce community as well as the DevOps community over the last few years. As a lifelong technologist, I’ve always delighted in the endless puzzle-solving opportunities it presents. But I’ve been a human even longer than I’ve been a technologist, and both the Salesforce and DevOps communities are distinctively human communities. The degree of openness, collaboration, compassion, and enthusiasm in these communities is inspiring. And when an entire group is inspired, you find what Émile Durkheim called collective effervescence , a sense of joy accompanied by a softening of the boundaries between ourselves and others.
That we can be united in a common activity is one of the deepest miracles of being alive. That’s also one of the special joys of being part of an organization: that it provides an opportunity for individuals to unite in a shared endeavor. As Peter Drucker said, “The purpose of an organization is to enable ordinary human beings to do extraordinary things.” The cloud has enabled larger communities to collaborate in larger endeavors. And DevOps is enabling better coordination and communication in that process. It’s no wonder that the Salesforce and DevOps communities are incubating visions for a better world that go far beyond technological improvement.
This book largely captures what I know about this important topic. By sharing my knowledge, I’m also sharing my ignorance, and I welcome any feedback and corrections you have to offer. Every piece of knowledge in this book has come directly or indirectly from others, principally my colleagues at Appirio. I couldn’t have hoped for a better place to learn this discipline, and the people who’ve contributed to my education are too numerous to list.
There are no words to express my gratitude to my wife, Ashley , who has been endlessly patient and supportive throughout this learning process. My Sangha jewel, coach, and best friend, she’s endured my endless ramblings on this topic and knows far more about both Salesforce and DevOps than she ever wanted to. My parents and step-parents lovingly built the foundations for me to be healthy and free and supported me unfailingly even when my decisions led me far away from them physically and culturally. And the Kadampa community provided the ultimate opportunity to learn humility, peace, and the joy of living a meaningful life.
From Appirio I want to thank the Appirio DX team: Saurabh Deep , Abhishek Saxena , Ashna Malhotra , Bryan Leboff , Rahul Agrawal , Katie Brown , Kapil Nainani , Sahil Batra , and Durgesh Dhoot . You all believed in this vision and did the real work to make the project a reality. To Yoni Barkan , Roarke Lynch , Rebecca Bradley , Halie Vining , Craige Ruffin , Erik Golden , and Katie Boehner —you all are the real deal; I’m sorry we weren’t able to work together longer. I’m grateful to my other mentors and teachers at Appirio, especially to Geoff Escandon who brought the State of DevOps Report to my attention and challenged the early work I was doing saying “I don’t know what this is, but it’s definitely not DevOps.” I hope I’m getting closer.
It was Glenn Weinstein , Chris Barbin , and Erik Duffield at Appirio who championed this project at the highest levels and who fostered a performance-oriented culture in the company from the beginning. My coworkers at Oath also deserve special recognition for introducing me to continuous delivery. In particular, Matt Hauer dissuaded me from leading the team into branching hell and never let me ignore a broken build. David Meyer first challenged me to deliver “CI for the masses,” a project I’m still working on. Matt Henwood challenged me to “let my creative juices flow” and ran interference for me as this project got off the ground. Bob Larson asked for some short-term assistance to set up CI/CD for a big customer; two years and thousands of deployments worth of short-term assistance gave me the confidence to write this book. I’m particularly grateful to my partners in that endeavor, Alex Spears (who endured the misery of being mentored by me), Sreenath Gopal , and Raji Matthew . Special mention is also due to Lex Williams , Randy Wandell , Joe Castro , Andres Gluecksmann , Chris Bruzzi , Michael Press , Svatka Simpson , Neale Wooten , Jitendra Kothari , Prakash Gyamlani , Tommy Noe , Tommy Muse , James Wasilewski , Norman Krishna , Josh Davis , and everyone else who supported our DevOps initiatives in a hundred ways.
It’s a unique honor to work with John M. Daniel as the technical reviewer for this book. To have this work reviewed by a mind as sharp and experienced as his gives me far greater confidence that I’m not making this stuff up. And I’m grateful for the team at Apress , especially Susan McDermott , Rita Fernando , and Laura Berendson for affording this opportunity and for doing the hard work of bringing a book like this into existence.
Finally, to my new colleagues at Copado , especially David Brooks , Andrew Leigh , Ted Elliott , and Federico Larsen , the fun’s just getting started. I look forward to working with you to help thousands of organizations master Salesforce DevOps.
is a Salesforce DevOps specialist who’s passionate about helping teams deliver innovation, build trust, and improve their performance. He is a senior product manager for Copado, a leading DevOps platform for Salesforce. Before joining Copado, he worked as a developer and architect at Appirio, where he learned the joys and sorrows of release management and led the creation of Appirio DX, a set of tools to enable Salesforce CI/CD.
At different times, he led Appirio’s technical governance, DevOps, and certification programs and gained 16 Salesforce certifications. An experienced teacher and public speaker, he is a regular speaker at Salesforce conferences. He lives in San Diego with his amazing wife and very cuddly dog. Follow him at https://AndrewDavis.io or on Twitter at AndrewDavis_io.
has been working in the technology sector for over 20 years. During that time, he has worked in a variety of technologies and project roles. Currently, he serves as the Director of Platform Architecture at Rootstock Cloud ERP, a leading cloud-based ERP solution that is native to the Salesforce Platform. He is a Salesforce MVP and holds multiple Salesforce certifications, including Platform Developer I and II and most of the Technical Architect Designer certifications. He is currently working toward becoming a Certified Technical Architect. He loves to spend time with his family, swim and ride his Jeep at the beach, and work on open source projects such as Force-DI, AT4DX, and the DomainBuilder Framework. He co-leads his local Salesforce Developers User Group and can be found on Twitter at @ImJohnMDaniel.
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