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Release Management for Large
Enterprises
7 5 Principles of Highly Successful Releases
Rajan Chowhan, salesforce.com, Technical Solution Architect
@rajanchowhan
Srini Konakalla, salesforce.com, Director-Strategic Services
@srinikona
Safe Harbor
 Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
 any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
 looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
 product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
 management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments
 and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
 service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
 interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated
 with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,
 and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling
 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the
 financial results of salesforce.com, Inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This
 documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
 not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
 available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Rajan Chowhan
Technical Solution Architect - Strategic Services
@ rajanchowhan
Srini Konakalla
Director - Strategic Services
@srinikona
What is release management?

                      and why should I care?




                                 http://www.flickr.com/photos/20408885@N03/3570184759
What?



        Release Management
Why?
Reduce Risk

                                                                        “This just does not work
                                                                        for me” – Sales Executive




                                                                        “I just thought it would look
                                                                        a little different than this” –
    http://blogs-images.forbes.com/glennllopis/files/2011/04/risk.jpg

                                                                        Operations Manager
Increase Stability

                                                                “That change that Srini made has stopped people entering orders!”
“It tested fine in the UAT environment, so why is
production down!”




    “Rajan fixed the bug in the case page rendering but introduced 2
    others!”
All While Improving Throughput!


                       Backlog


         Steve is the…..


                                  http://www.picarro.com
How good is your release process?

You would let Dr. Evil (and mini me!) mess
with your org, knowing your tests will pick up   No regression
bugs… ??
                                                 Zero bugs
                                                 100% user satisfaction
                                                 Your backlog is always empty
                                                  (“the business” users just cannot fill
                                                  it!).
                                                 Rollback – what’s that?!?
5 Principles for Large Organizations
               DiQUAD
Principle #1
                                                Plan for
                                                  LDV




      Define an Environment Strategy upfront
        Hint: Ad-hoc sandbox proliferation is not good.
Example: Environment Strategy for Small orgs


 Development        Test            Integration


  Dev
                           Config      Full Copy   Prod
  Dev
                                                          1 Full copy
                                                           sandbox




Types of Sandboxes
        Development
        Configuration Only
        Full Copy
Example: Environment Strategy for Larger orgs

             Dev 1
                                    Test Cycle 2
Quarterly                              [External
                     Test Cycle 1
Release #1                           Integrations]
             Dev n
                                                     Load Test   Stage   Production    Innovation

             Dev 1
Quarterly                           Test Cycle 2
Release #2           Test Cycle 1     [External
                                    Integrations]
             Dev n
                                                                          Support

             Dev 1
Monthly                 Test
Release #1
             Dev n


             Dev 1                                                           10 Full
Monthly                                                                       copy
                        Test                                               sandboxes
Release #2
             Dev n
Principle #2




                Bring the pain forward
       Integrate code early in the development process
The Tools
                         Force.com
 Metadata API             Sandbox




Easy Access to Code    Instantly Set Up
    and Schema         Dev Environments


     Eclipse
 Force.com IDE             Change
                            Sets


   Everything You
   Need to Build      Easy Tool for Admins
       Apps            to Migrate Changes
Continuous Integration
Continuous Integration (CI) is a technique used to quickly identify the many
issues that arise when integrating code. Code repositories and build servers are
core components.
Demo
Continuous Integration
Principle #3
                           Build Quality In
                   100% Code Coverage is not enough!




William Deming: “Cease dependence on mass inspection
 to achieve quality. Improve the process and build quality
            into the product in the first place”
Build Quality - Best Practice




                                Diagram invented by Brian Marick
Demo
Regression Testing
Principle #4




               Measure, measure, measure!
                     Impact of change
Measure, Measure, Measure
Measurement                     How?
How much change is happening?   Source code deltas


How often is it happening?      Release cycles

What types of change?           Triggers, pages, fields, workflows etc.,

What are the results of those   # of bugs introduced, severity of bugs,
changes?                        downtime (in minutes, in dollars),
Measure: Value Stream Mapping
Principle #5




               Lather, Rinse and Repeat
                  Automate Deployment
Summary

Define an environment strategy upfront. Plan for LDV.

Bring the pain forward. Integrate code early.

Build quality in. 100% code coverage is NOT enough.

Measure. Measure. Measure.

Lather, Rinse and Repeat. Automate Deployments.
Coming Soon

Sandbox templates. Winter’13 pilot feature

Fast Deploy. Summer’12 pilot feature.
Rajan Chowhan                              Srini Konakalla
Technical Solution Architect – Strategic Services   Director - Strategic Services
                @rajanchowhan                                @srinikona
7 Principles for Successful Release Management in Large Enterprises

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7 Principles for Successful Release Management in Large Enterprises

  • 1. Release Management for Large Enterprises 7 5 Principles of Highly Successful Releases Rajan Chowhan, salesforce.com, Technical Solution Architect @rajanchowhan Srini Konakalla, salesforce.com, Director-Strategic Services @srinikona
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, Inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Rajan Chowhan Technical Solution Architect - Strategic Services @ rajanchowhan
  • 4. Srini Konakalla Director - Strategic Services @srinikona
  • 5. What is release management? and why should I care? http://www.flickr.com/photos/20408885@N03/3570184759
  • 6. What? Release Management
  • 8. Reduce Risk “This just does not work for me” – Sales Executive “I just thought it would look a little different than this” – http://blogs-images.forbes.com/glennllopis/files/2011/04/risk.jpg Operations Manager
  • 9. Increase Stability “That change that Srini made has stopped people entering orders!” “It tested fine in the UAT environment, so why is production down!” “Rajan fixed the bug in the case page rendering but introduced 2 others!”
  • 10. All While Improving Throughput! Backlog Steve is the….. http://www.picarro.com
  • 11. How good is your release process? You would let Dr. Evil (and mini me!) mess with your org, knowing your tests will pick up No regression bugs… ?? Zero bugs 100% user satisfaction Your backlog is always empty (“the business” users just cannot fill it!). Rollback – what’s that?!?
  • 12. 5 Principles for Large Organizations DiQUAD
  • 13. Principle #1 Plan for LDV Define an Environment Strategy upfront Hint: Ad-hoc sandbox proliferation is not good.
  • 14. Example: Environment Strategy for Small orgs Development Test Integration Dev Config Full Copy Prod Dev 1 Full copy sandbox Types of Sandboxes Development Configuration Only Full Copy
  • 15. Example: Environment Strategy for Larger orgs Dev 1 Test Cycle 2 Quarterly [External Test Cycle 1 Release #1 Integrations] Dev n Load Test Stage Production Innovation Dev 1 Quarterly Test Cycle 2 Release #2 Test Cycle 1 [External Integrations] Dev n Support Dev 1 Monthly Test Release #1 Dev n Dev 1 10 Full Monthly copy Test sandboxes Release #2 Dev n
  • 16. Principle #2 Bring the pain forward Integrate code early in the development process
  • 17. The Tools Force.com Metadata API Sandbox Easy Access to Code Instantly Set Up and Schema Dev Environments Eclipse Force.com IDE Change Sets Everything You Need to Build Easy Tool for Admins Apps to Migrate Changes
  • 18. Continuous Integration Continuous Integration (CI) is a technique used to quickly identify the many issues that arise when integrating code. Code repositories and build servers are core components.
  • 20. Principle #3 Build Quality In 100% Code Coverage is not enough! William Deming: “Cease dependence on mass inspection to achieve quality. Improve the process and build quality into the product in the first place”
  • 21. Build Quality - Best Practice Diagram invented by Brian Marick
  • 23. Principle #4 Measure, measure, measure! Impact of change
  • 24. Measure, Measure, Measure Measurement How? How much change is happening? Source code deltas How often is it happening? Release cycles What types of change? Triggers, pages, fields, workflows etc., What are the results of those # of bugs introduced, severity of bugs, changes? downtime (in minutes, in dollars),
  • 26. Principle #5 Lather, Rinse and Repeat Automate Deployment
  • 27. Summary Define an environment strategy upfront. Plan for LDV. Bring the pain forward. Integrate code early. Build quality in. 100% code coverage is NOT enough. Measure. Measure. Measure. Lather, Rinse and Repeat. Automate Deployments.
  • 28. Coming Soon Sandbox templates. Winter’13 pilot feature Fast Deploy. Summer’12 pilot feature.
  • 29. Rajan Chowhan Srini Konakalla Technical Solution Architect – Strategic Services Director - Strategic Services @rajanchowhan @srinikona