The Salesforce DX tool-set dramatically improves the development process for programmatic creation on the Salesforce platform but admins can use these same tools to streamline the declarative creation process as well. These slides were part of the Dreamforce 2017 admin track presentation titled "Salesforce DX - an Admin's Perspective" given on November 7, 2017.

1. Salesforce DX – an Admin’s Perspective
@SFDCAdvocate
Michael White, Sr. Salesforce Analyst

2. Forward-Looking Statements
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3. Michael White
Sr. Salesforce Analyst
Varex Imaging
@SFDCAdvocate

4. Salesforce DX
Core Principals
Facilitate collaborative creation
Focus on source driven development
Implement modular functionality
Create extensible tools
Build upon open standards
Enable continuous integration & delivery
Modernizing the development experience on Salesforce

5. Salesforce DX Key Features for Admins
Version Control
System
Scratch Orgs
Scriptable
Command Line
Tools
Portable Test
Data

6. Version Control Systems
A new source of truth for Salesforce customizations

7. Current Customization Approach
Developer Developer
Admin Admin
Sandbox Org
Production
Org

8. Version Control Systems
A new source of truth for Salesforce customizations
Version Control Repo
Developer Developer
Admin Admin
Production Org

9. Version Control Integration
Declarative customizations are represented as XML and stored in repo.

10. Scratch Orgs
A great companion to your Sandbox environments

11. Scratch Orgs
Temporary, configurable Salesforce orgs!
Configurable options include:
Edition Type: Standard, Unlimited,
Enterprise, etc
Features: Chatter, Contract Settings, Multi-
Currency, Person Accounts, etc
AND MORE

12. Scratch Orgs
Where Scratch Orgs Fit in the Development Cycle

13. Command Line Interface
Script all the things!

14. Robust Command Line Interface
Script and automate common functions

15. Portable Test Data
Bundle compliance friendly data with your source

16. Portable Test Data
Built-in support for SOQL data export – take your test data with you!

17. Putting Salesforce DX to work for Admins
Creating and deploying customizations using Salesforce DX

18. Primary Use Case:
Replace paper-based
request system with
Salesforce functionality.
Solution:
Custom Object with several
fields, Visual Flow to collect
information, and a custom
button to launch the flow.
Our First Salesforce DX project
We created a blank SFDX Project
Created a new scratch org
Via Setup, added the custom objects and fields
Created permissions sets to grant access to object & fields
Pulled changes down into our local source
Pushed this to our GitHub repo
Used SFDX to deploy to our UAT sandbox and tested
After validation, deployed to Production using SFDX!
NO CHANGE SETS REQUIRED!
The Challenge and Our Approach

19. Capturing Declarative Changes Made in Scratch Org
Create New Scratch Org
Use declarative tools to customize the org – add custom field to custom object
Use CLI to pull those changes down from scratch org (sfdx force:source:pull –u ScratchOrg)
• Review list of changes identified in scratch org (custom field + permission set changes)
Commit to Github repo – https://github.com/MBWhite01/sfdx-admin-demo
• View changes is Repo
Push to new Scratch Org

20. Using SFDX to Extract Test Data from Scratch Org
Using Scratch Org from Prior Demo:
View list of accounts & contact records in the org
Use SFDX tools to export that via SOQL and store in JSON (force:data:tree:export)
Sfdx force:data:tree:export -u df-admin-demo
--query “Select Id, Name, Type, (Select Id, FirstName, LastName, Email from Contacts) from Account where
name = ‘sForce’”
-d data –p
View JSON data in project source directory /data directory
Commit update data to Github repo
Deploy to new Scratch org

21. Tips for Success with Salesforce DX

22. Tips for Success with Salesforce DX
Break your customizations down into projects
• Look at ways to group your customizations by feature
• Don’t attempt to bring the entire org structure over
Shift from profile based security to permission sets
• Leverage flexibility of permission sets to grant access to projects
• Modularize your org security and assign as needed
Leverage CI / CD tools to push your changes into Sandboxes
• Existing sandboxes are still a great fit for UAT & validation testing
• A check-in of new features can be auto-deployed to a sandbox
Create test data and bundle with you project

23. Become a Salesforce DX Trailblazer
Four new badges for the Getting Started with Salesforce DX trail
Salesforce DX
Development Model
Git and Github
Basics
*New Partner Module!
Continuous
Integration using
Salesforce DX
App Development
with Salesforce DX

24. Additional Resources
Community and Developer Blog Articles
Salesforce DX
Group
Blog: Migrating Existing Projects to Salesforce DX
Sign-up for a Dev Hub Trial Org

25. Q&A