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Sandboxes:The Future of App DevelopmentManaging Sandboxes to Build Apps Fast!
VP, App Development & Software Adoption, Barnet Associates
[email protected]@pambarnet
President & CEO, Barnet [email protected]
@ideacrowd
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20142002 2005
Barnet Associates - Systems Improvement SolutionsThe Barnet’s are loving Salesforce
Customer Partner Developer3rd Place “Tic Tac Close”
Summer Hack-a-thon
Agenda
• Sandboxes Overview• Strategies• Demo!• Sandbox Secrets & Best
Practices• Key Resources• Q & A
Professional Edition
Enterprise Edition
Performance Edition
Unlimited Edition
Developer Sandbox
10 (change sets not available)
25 100 100
Developer Pro Sandbox 5 5
Partial Copy Sandbox 1 1 1
Full Sandbox 1 1
Salesforceappdevelopmentprojects
Customer Onboarding Ticket Scan Application Customer Community
Event Planning Opportunity Transfer
Tracking Automate Sales
Fun Metrics & Timelines of some apps we’ve built Automated Sales Rep Transition:• APEX Trigger, APEX Test Class, Custom Object, Custom Fields, Workflow Rules with
Field Updates and Email Alerts• 10 hours to develop, 30 minute demo, 2 weeks for business acceptance
Customer Community with Real Time Charts & Reports• JSON APIs, APEX Controllers, APEX Test Classes, Visualforce Pages• 2 weeks to develop, 1 day to deploy, 2 weeks for user adoption
Change Control Tracking• Customization of AppExchange Change Control App, Workflow Rules, Custom Fields,
Field Updates and Email Alerts• 5 hours to develop, 1 day to test and gain user acceptance, 3 days for user adoption
Custom Dashboard
JSONAPIfromexternaldatasource
BroughtinviaJitterbitCustomAPIs
ChartsbuiltusingVisualforceCharting
Real-Time External Data
What is a Sandbox?
• Non-ProductionEnvironment
• DuplicatesProductionMetadata
• Usedfordevelopingandtesting
• Usedfortraininganduseracceptance
• LinkedtoProductionEnvironment
• VariousmethodsofmigratingchangestoProduction
• LargeorgswillhavemultipleSandboxEnvironments
• AdminPlayground!
Sandbox Overview Purpose of
Sandboxes:• Development• Testing• Reduce the time it takes to
convert your ideas into apps
• Reduce operational risk• Increase Efficiency• Training• User adoption• Raise User Satisfaction
Professional Edition
Enterprise Edition
Performance Edition
Unlimited Edition
Developer Sandbox
10 (change sets not available)
25 100 100
Developer Pro Sandbox 5 5
Partial Copy Sandbox 1 1 1
Full Sandbox 1 1
Sandboxes by Edition
SandboxTypesOverview
Developer
1-Day Refresh
NoProductionData
200MBDataLimit
DeveloperPro
1-Day Refresh
NoProductionData
1GBDataLimit
PartialCopy
5-Day Refresh
SampleProductionData
5GBDataLimit
SandboxTemplate
FullCopy
29-Day Refresh
CopiesProductionData
ProductionDataLimit
SandboxTemplate
Process to Implement New Functionality
Build and Test in Sandbox
Demonstrate to User Audience and Gain Acceptance
Build Change Set in Sandbox
Upload to Production
Validate in Production and Deploy!
1
2
3
4
5
SandboxStrategiesHowSandboxescanbedesignatedandutilizedformaximumefficiencyandgovernance
ProductionInstance
Staging
Dev
Integration
AdminPlaygroundTraining
Dev
Dev
Rollup/Integration/UAT
Release#1
ProductionOrgFullcopyDeveloperpro,testdataPartialDataDeveloper
Dev
Dev
Release#2
Dev
Itemstodeploy CreateChangesetandUploadtoProduction ValidateandDeploy
ChangeSetNamewithversion#
Description
AddItems
Dependentitems
OpenChangeSetinProduction
ValidateandmonitorProgressforerrors
Deploy
TestinProduction
TrainingCustomObject
ContactCustomFields
ContactPageLayout
Production OrgSandbox Org Sandbox Org
Demo-SandboxDeploymentusingChangeSetsCustomObjecttotrackTrainingModulesCompletedbyaContact
SandboxSecrets,Tips&Tricks1. ALWAYStestinSandboxFIRST!
2. URLforSandboxloginistest.salesforce.com
3. NameSandboxestoindicatethetype:MyCoFULL,MyCoPartial,orMyCoDev01
4. Sandboxusernamesareappendedwiththenameofthesandbox:[email protected]
5. Changepasswordatthesametimeasproduction
6. Keeptrackofsecuritytokensforproductionandallsandboxesforeaseofdataloading
7. Refreshoftenandearly!
8. Createapostrefreshtasklist
9. EverytimeaSandboxisrefreshed,[email protected]:
10. Fordeployment,thePlatformVersionmaydifferinSandbox
Communicate with the businessWork with the businessGather Requirements
Dedicated Salesforce.com ownerManage change requests/prevent
conflict
NotonlyareSandboxesimportanttodeliverappsfast,buthavingastrategyisjustasimportant
Process Governance Timing
LearnwithTrailhead ThefunwaytolearnSalesforce
Learn More Learn More
Sandbox Overview: https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US
Understanding Sandbox Environment Types: https://help.salesforce.com/HTViewHelpDoc?id=data_sandbox_environments.htm
Developing Cloud Apps – Coding Optional: https://developer.salesforce.com/page/Developing_Cloud_Apps_%E2%80%94_Coding_Optional
Quick Tutorial – Build a Cloud App in 5 Minutes: https://developer.salesforce.com/page/Quick_Tutorial_1:_Build_a_Cloud_App_in_5_Minutes
Development Lifecycle Guide:https://resources.docs.salesforce.com/sfdc/pdf/salesforce_development_lifecycle.pdf
Resources and Links
Thank Y u
Q&A
