DevOps

Salesforce DevOps Center: Step-by-Step Tutorial

By Hayley Coxon

DevOps Center is a powerful tool for managing and optimizing the Salesforce change management process using modern best practices. By implementing DevOps methodologies in Salesforce, you can streamline your workflow and improve collaboration between admins and developers.

For most declarative Salesforce users, DevOps Center requires an entirely new way of thinking and working. That’s why Salesforce Ben and Prodly are teaming up to bring you a series of videos to help get you started and well on your way to becoming an expert user! This series provides an in-depth overview of DevOps Center and its capabilities, serving as a valuable resource for anyone looking to improve their change management process in Salesforce.  

Video 1: What Is Salesforce DevOps Center?

Ben McCarthy (Founder, Salesforce Ben), David Clark (formerly VP of Product, Prodly), and Karen Fidelak (Senior Director of Product Management, Salesforce) discuss the what and the why of Salesforce’s new offering.

As you’ll learn, DevOps Center was designed to provide a better experience around change management in Salesforce by offering a “clicks, not code” UI. It includes modern best practices like source control, and allows low-code admins to collaborate better with their pro-code developer colleagues. 

You’ll also discover the benefits of using DevOps Center, as well as why it’s important to adopt a new way of thinking and working to truly make the most of it.

READ MORE: Complete Guide to Salesforce DevOps

Video 2: How to Set Up DevOps Center

In this video, Ben explains the value of using DevOps Center. After that, David walks you through the step-by-step process of installing the DevOps Center package and setting up the app. He’ll also show you how to set up your first project so you can get started right away.

Video 3: How to Deploy Changes Using DevOps Center

In this video, Ben discusses the philosophy behind DevOps and the benefits of deploying changes using DevOps Center instead of change sets. 

J Manning (Director of Solution Engineering, Prodly) then provides an in-depth tutorial on how to deploy changes in DevOps Center. He explains how to promote work items individually in the earliest stages of the pipeline, bundle them in the bundling stage, and then promote them as a bundle to your final release environment.

Upcoming Videos

Stay tuned for upcoming videos in this series. We’ll list 10 Salesforce best practices, give you five reasons to use DevOps Center, and teach you how to set up environments to use in your release pipeline. 

We’ll also help you assess whether you’re ready to implement DevOps Center, and we’ll show you how to set up your first project so you can make the most of this awesome new tool!

READ MORE: Salesforce DevOps Center: A Deeper Dive

The Author

Hayley Coxon

Hayley Coxon is the Vice President of Marketing and Revenue Operations for Prodly and accidental admin since 2010.

Comments:

    Kothareddy Bhavitha
    April 06, 2023 4:16 am
    Salesforce trailhead its good
    Karel
    April 11, 2023 8:05 pm
    Super nice that you guys are doing a video walk-through on this. Nice addition to the help articles Salesforce is providing. I was super excited about DevOps Center when it was first released and switched over to it for almost all of our clients. However, after having used it quite intensively for new custom (declarative) configuration we ran into the issue depicted here (https://github.com/orgs/forcedotcom/projects/4/views/1?filterQuery=revert&pane=issue&itemId=12929060) for 80% of the time, causing our development work to be stuk in limbo in one of the stages. Will reconsider using Devops again after you have a better way of removing work items from a promoted stage. Martin Lezer wrote an encompassing feedback on current usage: https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000KgctaSAB

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