Guide

Under Construction

The Guide is deprecated in favor of the DreamOps Runbook.


The DreamOps Guide helps Salesforce developers implement continuous delivery on the Force.com platform with step-by-step instructions that you can use to develop, package, release, monitor, and upgrade managed packages. Get more done, better and faster, by following a tried-and-true path.


Is DreamOps for you?

The DreamOps Guide caters to high-performing scrum teams working on managed packages with over two million characters of Apex code. For smaller applications that are updated irregularly, a better fit will be the approach described in Introduction to Developing Commercial Apps on Force.com. But if you have under your care an enterprise-grade package, that you update continually, then this guide can help you deliver more value. (And if it doesn't, tell us your secret!)

What about Salesforce DX?

We look forward to the introduction of the Salesforce DX continuous delivery toolset. A developer preview is expected in 2017, and once it is generally available, we will roll out a transition guide from DreamOps to Salesforce DX. Both DreamOps and Salesforce DX follow the same model, and so we are hoping for a smooth transition.

DreamOps is a superset of the capabilities announced for DX.


(Click on a heading for more detail.)

Overview

Measure twice, cut once – As the scope of an enterprise-grade managed application grows, additional resources are needed to support rich implementations. The DreamOps Guide includes over thirty core capabilities that you can use to streamline and enrich package development.

Pipeline

UNDER CONSTRUCTION  – We are what we repeatedly do – The Force.com platform has all the components we need to build an efficient deployment pipeline and support continuous delivery of enterprise-grade managed packages. The goal of continuous delivery is to increase customer satisfaction by being able to distribute an updated release at any time. The DreamOps Experience extends the base components with other capabilities that all devops professionals should want in their toolbelt.

Roles

Many hands make light work – Offering software as a service requires a broad range of skills, from coding, to testing, to writing. Some people are able to focus on a single role, others juggle multiple roles. Either way, we step through the responsibilities of each role in isolation, so you can concentrate on one job at a time. For a 30,000 foot view, visit the Pipeline page.

Checklists

Adapt, adopt, and improve – Checklists are the DreamOps katas. Using a checklist helps you complete routine tasks quickly and reliably. By adopting and adapting these templates to your own environment, you can continuously improve as your process grows.

Bootstrapping

Well begun is half done – Standing up a continuous delivery process for the first time is a daunting task. To help you get started, we've laid out the steps each Role can take to piece together a seamless workflow.

Glossary

A word cloud in the shape of a thumbs upA word to the wise – Force.com is a rich platform with many unique characteristics. The DreamOps Glossary provides a quick reference to the special terms you encounter when working with Salesforce and the Force.com platform. Some of these terms are attributed to the ISVForce Guide Glossary.

Resources

We stand on the shoulders of giants – Here are the shoulders that have let us see farther.

Powered By

Give credit where credit is due – The DreamOps guide is made possible through the support of several organizations and individuals.

Feedback

With a little help from our friends – It's still early in the process, but we've already received some excellent notes form early reviewers. If you have any feedback for us, please reach out to us via <dreamops.org at gmail.com>.

DreamsOps is ...

Illustration showing DevOps as the intersection of Development (Software Engineering), Technology Operations and Quality Assurance (QA)


Continuous Delivery

Diagram describing Continuous Delivery process


Lifecycle Management

Drawng of the Plan-Do-Check-Act Deming circle, also known as the Shewart cycle, since Deming claimed he took the idea from him. Later Deming changed it to be Plan-Do-Study-Act, but the first version seems more popular and has become the defacto standard.


More About DreamOps

For more about enterprise-grade development on the Force.com platform, visit www.dreamops.org.

 How to copy this guide ...
  1. Setup your own Confluence instance.
  2. Export the DreamOps Guide space as XML.
  3. Import the Guide into your Confluence instance.
  4. Make it your own, following the terms of our license.
 How to contribute to this guide ...

To become a contributor, send an introduction to <dreamops.org at gmail-dot-com> and help us get to know you!

Plan. Develop. Test. Deliver.

For a broader view of continuous integration using the Atlassian platform, spend some quality time with The Pipeline online guide.


Cookforce

If you develop unpackaged Salesforce customizations, be sure to checkout the DreamOps Setup Guide for Implementation Partners.

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