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Managing Manual Metadata
for Easier Deployments
Philip Nelson, roundCorner, Development Manager
@almostthor
All about roundCorner
We enable our customer’s missions
by imagining and delivering
the world’s best Nonprofit CRM
native on Salesforce.com
The “Big Ten”
1
Dev 1
(Dev Sandbox)

8
Hotfix
(Dev Sandbox)

2
Dev 2
(Dev Sandbox)

5
Integration
(Config Sandbox)

3

6
Release
(Full Sandbox)

7
Staging
(Config Sandbox)

10
Production

Dev 3
(Dev Sandbox)

9
Training
(Config Sandbox)

4
Dev n
(Dev Sandbox)
Development lifecycle

Master Build
Develop Build

Dev(1…n)
(Dev Sandbox)

Release Build

Integration
(Config Sandbox)

Feature Build

Master Build

Release
(Full Sandbox)

Staging
(Config Sandbox)

Hotfix Build

Production

Hotfix
(Dev Sandbox)

Master Build

Develop Build
Develop Build
Develop Build
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
Error: objects/Contact.object(37611,20):No more
than 10 columns may be specified in
lookupPhoneDialogsAdditionalFields!
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
SendEmail failed. First exception on row 0; first
error: SINGLE_EMAIL_LIMIT_EXCEEDED, Failed to send
email: []!
Gotchas
BUILD FAILED!
<http://jenkins.umn.edu/job/Production/ws/
build.xml>:147: FAILURES:!
Error: Failed to process the request successfully.
Cause(UNKNOWN_EXCEPTION): UNKNOWN_EXCEPTION: An
unexpected error occurred. Please include this
ErrorId if you contact support: 1531762744-11073
(-1407352676)!
Deploy checklists

Microsoft Excel

Google Drive
Vision
•  Single source of truth
•  Transparency
•  History tracking
•  Automation
•  Team collaboration
Manifests’ Workflow
Dev Sandbox

Integration Sandbox

Change A1

Change A2

Change B1
Change C1

Manifest

Change B2
Change C2

Production

Change A3

Manifest

Change B3
Change C3
Demo lifecycle

Philip’s Dev
Sandbox

Integration

Ronak’s Dev
Sandbox

Production
Demo
Recommendations
Focus on developing a system that:
•  Provides a single source of truth
•  Answers questions about the current state of an org:
•  What do I need to do to keep my sandbox in sync?
•  Has a given change been made in an org?
•  What changes have not been migrated?

•  Tracks who logged changes
•  Handles sandbox refreshes
Philip Nelson
Development Manager,
@almostthor
We want to hear
from YOU!
Please take a moment to complete our
session survey
Surveys can be found in the “My Agenda”
portion of the Dreamforce app
Manually Managing Metadata for Easier Deployments

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Manually Managing Metadata for Easier Deployments