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Salesforce DevOps for Architects

You're reading from   Salesforce DevOps for Architects Discover tools and techniques to optimize the delivery of your Salesforce projects

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781837636051
Length 260 pages
Edition 1st Edition
Concepts
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Authors (2):
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Rob Cowell Rob Cowell
Author Profile Icon Rob Cowell
Rob Cowell
Lars Malmqvist Lars Malmqvist
Author Profile Icon Lars Malmqvist
Lars Malmqvist
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Toc

Table of Contents (20) Chapters Close

Preface 1. Chapter 1: A Brief History of Deploying Salesforce Changes 2. Chapter 2: Developing a DevOps Culture FREE CHAPTER 3. Chapter 3: The Value of Source Control 4. Chapter 4: Testing Your Changes 5. Chapter 5: Day-to-Day Delivery with SFDX 6. Chapter 6: Exploring Packaging 7. Chapter 7: CI/CD Automation 8. Chapter 8: Ticketing Systems 9. Chapter 9: Backing Up Data and Metadata 10. Chapter 10: Monitoring for Changes 11. Chapter 11: Data Seeding Your Development Environments 12. Chapter 12: Salesforce DevOps Tools – Gearset 13. Chapter 13: Copado 14. Chapter 14: Salesforce DevOps Tools – Flosum 15. Chapter 15: AutoRABIT 16. Chapter 16: Other Salesforce DevOps Tools 17. Chapter 17: Conclusion 18. Index 19. Other Books You May Enjoy

Metadata and Tooling APIs

To open the platform to better tooling for development and deployment, Salesforce introduced two important APIs – Metadata API in the Spring 2008 release and Tooling API in the Spring 2013 release. While they both fulfilled similar functions, there were some important differences in their aims and functionality.

Metadata API

At the simplest level, metadata is data that describes the structure of your data, but for the Salesforce platform, that is a bit of an oversimplification. The term metadata covers many of the configuration and customization elements of Salesforce as well – at the time of writing, Salesforce’s own Metadata Coverage Report, available at https://developer.salesforce.com/docs/metadata-coverage, indicates 601 metadata types in the platform, the vast majority of which are covered in Metadata API.

Metadata API can be used to move this metadata between environments. You can retrieve the metadata as XML files from...

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