Play by Play: Strategies for Successful Salesforce DX Migration and Adoption

In this course, you’ll learn how to guide a team to successfully migrate and adopt Salesforce DX.
Course info
Level
Intermediate
Updated
Jun 8, 2018
Duration
2h 8m
Table of contents
Description
Course info
Level
Intermediate
Updated
Jun 8, 2018
Duration
2h 8m
Description

Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play By Play: Strategies for Successful Salesforce DX Migration and Adoption, Scott Wells and Don Robins demonstrate options for migrating existing metadata into a Salesforce DX project. Learn strategies for isolating, extracting, converting, and managing your products’ distinct Salesforce metadata for use with Salesforce DX. By the end of this course, you’ll have gained some valuable insight into using Salesforce DX with version control, the multiple features available with SFDX and the CLI, and how to leverage the power of repeatable automation routines in your own Salesforce development.

About the author
About the author

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing.

More from the author
More courses by Don Robins
About the author

Scott Wells has been developing software professionally for nearly a quarter of a century.

Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts such as MVPs, consultants, developers, and architects to discuss common challenges faced ever day by Salesforce customers. We'll be learning while discussing concepts and debating trade-offs on various approaches to solving real-world problems. We learn by reviewing system configurations or writing code and then exploring the benefits of any particular solution. In this course, we challenge Scott Wells, chief technology officer of Sirono and the creator of the Illuminated Cloud IDE, to explain how he would guide a team to successfully adopt Salesforce DX. First, Scott walks us through considerations around the benefits of Salesforce DX. He explains exactly what it is that DX allows a developer to do, how to develop a DX strategy for migration, and some of the considerations around adoption for ISV development versus enterprise development. He introduces us to developer hubs, scratch orgs, the SFDX command line interface or CLI, and explains some options for migrating existing metadata into a Salesforce DX project. Next, you'll watch as he demonstrates the use of the built-in declarative Salesforce packaging tools to identify and resolve metadata dependencies, a critical aspect of DX, and to build a foundation package for an initial Salesforce DX project build, which he then uses to create a scratch org. Along the way, he clarifies the differences between the classic metadata folder format and the new source-driven folder format. He compares and contrasts some differences and important considerations of each, defines what's meant by a scratch org shape, and shows how developers can use this new development paradigm to better organize and decouple their application source code and metadata into more modular and maintainable content. By the time we're done, you'll have gained some valuable insight into using Salesforce DX with version control, the multiple features available with SFDX and the CLI, and how to leverage the power of repeatable automation routines in your own Salesforce development, promoting robust and agile application lifecycle management. So please join us for Strategies for Successful Salesforce DX Migration and Adoption. We hope you enjoy it.