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ca DevCenter 
Case Study: How CA’s IT Automated Salesforce 
Deployments with CA Release Automation 
Sathish Chandrasekaran 
CA Technologies 
Sr. Director, Information Technology 
DCT07S #CAWorld
Abstract 
SaaS-based applications like Salesforce.com are increasingly relevant to 
companies to compete and grow their business. However, the 
opportunity of faster time to value and availability offered by Cloud and 
SaaS comes with an urgent need to automate the application 
development and release processes. Learn how CA’s internal IT team 
used CA Release automation to reduce software release times by 
simplifying and standardizing the release process and minimizing errors. 
 An 80% reduction in release errors during deployment 
 Software release times reduced by 4-5x times 
Sathish 
Chandrasekaran 
Sr. Director, IT 
CA Technologies 
2 © 2014 CA. ALL RIGHTS RESERVED.
Agenda 
SALESFORCE LANDSCAPE & CHALLENGES @ CA 
TOOLS FOR SALESFORCE RELEASE AUTOMATION 
SOLUTION OVERVIEW 
SFDC ACTIONS OVERVIEW 
RELEASE MODELS FOR SALESFORCE DEPLOYMENT 
LESSONS LEARNED AND OBSERVATIONS 
1 
2 
3 
4 
5 
6 
3 © 2014 CA. ALL RIGHTS RESERVED.
CA’s IT – Salesforce Footprint 
CA Salesforce 
 75 Development 
 5 Configuration 
 5 Full Sandboxes 
 1 Production 
Nimsoft Salesforce 
 15 Sandboxes 
 5 Configuration 
 1 Production 
Nolio Salesforce 
 15 Sandboxes 
 5 Configuration 
 1 Production 
4 © 2014 CA. ALL RIGHTS RESERVED. 
Layer 7 Salesforce 
 15 Sandboxes 
 5 Configuration 
 1 Production
The Challenge of Salesforce Application Deployments 
Production 
Deploy 
Change Set 
5 © 2014 CA. ALL RIGHTS RESERVED. 
 Lack of standardized release process 
 Manual tracking of changes 
 Manual execution of deployment steps 
 Lack of automated tests and validation 
 Frequent Release errors 
 Manual environments sync up and 
management 
20% of development time spent on deployment activities 
Developer 1 
Developer 2 
Developer 3 
Code/Configu 
ration 
Code/Configu 
ration 
Code/Configu 
ration 
Development 
Sandbox 
Development 
Sandbox 
Deploy 
Change Set 
Deploy 
Change Set 
QA 
Deploy 
Change Set 
Other Inflight 
Projects 
Deploy 
Change Set 
Production 
Support
Release Automation Tool chain 
CONTINUOUS APPLICATION DELIVERY 
Configuration Management 
(Developer’s workspace including 
Code/Configuration Repository) 
Agile Testing 
(Test Automation Tools) 
Eclipse API 
6 © 2014 CA. ALL RIGHTS RESERVED. 
Deployment Pipeline 
(Tools used for Automation of pipeline) 
CA Release 
Automation 
ANT Migration 
Metadata 
Toolkit CLI Tools 
Force.com IDE 
CA Release 
Automation 
SFDC Actions 
Code and 
Configurations 
CA Application Test 
Metadata API
Solution overview with Subversion ( v1 ) 
Developer 1 
Code 
Commit 
Developer 
Branch SCM 
Code 
Commit 
Developer 
Branch SCM 
Code 
Commit 
Developer 
Branch SCM 
CI Server 
CI Server 
Integration Lab 
Run SFDC Unit Test scripts 
7 © 2014 CA. ALL RIGHTS RESERVED. 
QA 
Environment 
UAT/Staging 
Production 
TRUE AGILE 
DEVELOPMENT 
CA Release Automation 
Auto Self-Service/ 
Approval 
CO/ 
Approval 
Production 
Support 
Other Inflight QA 
Environment(s) 
Developer 1 
Developer 1 
CONTINUOUS 
DELIVERY 
CA Release Automation 
CONTINUOUS 
VALIDATION
Lessons Learned and Observations 
CHANGE SET ( SFDC ) CA RELEASE AUTOMATION 
WITH SUBVERSION 
8 © 2014 CA. ALL RIGHTS RESERVED. 
CA RELEASE AUTOMATION 
WITH SFDC ACTIONS 
 Developers and Business 
analysts required additional 
build time 
 Business Analysts required 
training and did not welcome 
 Early conflict resolution 
 Reduction in release errors 
 Reduction in time to deploy 
 Manual tracking of changes 
and preparation of 
documentation 
 Manual coordination and 
creation of change set 
 Manual execution of 
deployment steps 
 Frequent release errors
How are the newly released SFDC actions used? 
Developer(s)/ BSA 
work on making 
the Build changes 
CA RELEASE AUTOMATION 
DISCOVER 
CHANGES 
RETRIEVE, 
DEPLOY, 
VALIDATE 
RETRIEVE, 
DEPLOY, 
VALIDATE 
Development 
Integration 
QA 
Production 
TEMPLATES 
PROCESSES 
Developer(s)/ 
BSA 
Actions Description 
Discover metadata Discovers the changes the developers and BSAs have done 
Retrieve metadata Retrieves the metadata components from the designated Salesforce organization 
Deploy metadata Deploys the metadata components to the designated Salesforce organization 
Validate metadata Validate Metadata components and run test classes 
9 © 2014 CA. ALL RIGHTS RESERVED. 
RETRIEVE, 
DEPLOY, 
VALIDATE 
FLOWS 
ACTIONS
Solution Overview with RA / SFDC Actions ( v2 ) 
Developer 1 Commit 
Changes 
Code 
Commit 
Development 
Sandbox 
Auto 
Discover 
Development 
Sandbox 
CA Release Automation 
CI Server 
CI Server 
Run Tests in CA Application Test | Run SFDC Unit Test scripts 
Integration Lab 
(n) 
10 © 2014 CA. ALL RIGHTS RESERVED. 
QA 
Environment 
UAT/Staging 
Production 
TRUE AGILE 
DEVELOPMENT 
Auto Self-Service/ 
Approval 
CO/ 
Approval 
Production 
Support 
Other Inflight QA 
Environment(s) 
Developer 1 
Developer 1 
CONTINUOUS 
DELIVERY 
CA Release Automation 
CONTINUOUS 
VALIDATION 
Auto 
Discover
Lessons Learned and Observations 
 Developers and Business 
analysts required additional 
build time 
 Business Analysts required 
training and did not welcome 
 Early conflict resolution 
 Reduction in release errors 
 Reduction in time to deploy 
 Manual tracking of changes 
and preparation of 
documentation 
 Manual coordination and 
creation of change set 
 Manual execution of 
deployment steps 
 Frequent release errors 
11 © 2014 CA. ALL RIGHTS RESERVED. 
 Reduction in build time to 
keep track of changes 
 Easier adoption by the 
Business analysts and 
Developers 
 Early conflict resolution 
 Reduction in release errors 
 Reduction in time to deploy 
CHANGE SET ( SFDC ) CA RELEASE AUTOMATION 
WITH SUBVERSION 
CA RELEASE AUTOMATION 
WITH SFDC ACTIONS
Release models for Salesforce Deployments 
Salesforce 
Administrator 
Select 1 of 3 templates to create a release and execute 
Developer 
START 
Configuration Only 
Template Description 
Code and 
Configuration 
Wait for 
Configuration only A template that is selected for a release that has only configuration changes. 
Code and Configuration 
A template that is selected for a release that has both Code and Configuration 
changes. 
Release with user Lock out(s) 
A big release that releases code and configuration and locks out user(s) before 
deployments 
12 © 2014 CA. ALL RIGHTS RESERVED. 
Release with User 
Lockout 
Input release number 
Choose the environment 
to Deploy END 
release process 
to complete
Before…After Comparative Analysis 
Automatic tracking and conflicts resolution: 
Zero hours required for tracking 
Manual tracking of changes: 
up to 16 hours per resource 
Creation of a build request: 
2 minutes per build 
Change sets and documentation of steps: 
up to 24 hours per build 
Deployment of changes: 
1-2 hours per deployment 
Deployment of change set 
up to 10 hours per deployment 
13 © 2014 CA. ALL RIGHTS RESERVED.
For More Information 
Insert appropriate screenshot and text overlay 
from following “More Info Graphics” slide here; 
ensure it links to correct page ca Devcenter 
To learn more about Devcenter, please visit: 
http://bit.ly/1wbjjqX 
14 © 2014 CA. ALL RIGHTS RESERVED.
For Informational Purposes Only 
Terms of this Presentation 
This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. 
Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners 
and Customers. 
15

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Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation

  • 1. ca DevCenter Case Study: How CA’s IT Automated Salesforce Deployments with CA Release Automation Sathish Chandrasekaran CA Technologies Sr. Director, Information Technology DCT07S #CAWorld
  • 2. Abstract SaaS-based applications like Salesforce.com are increasingly relevant to companies to compete and grow their business. However, the opportunity of faster time to value and availability offered by Cloud and SaaS comes with an urgent need to automate the application development and release processes. Learn how CA’s internal IT team used CA Release automation to reduce software release times by simplifying and standardizing the release process and minimizing errors.  An 80% reduction in release errors during deployment  Software release times reduced by 4-5x times Sathish Chandrasekaran Sr. Director, IT CA Technologies 2 © 2014 CA. ALL RIGHTS RESERVED.
  • 3. Agenda SALESFORCE LANDSCAPE & CHALLENGES @ CA TOOLS FOR SALESFORCE RELEASE AUTOMATION SOLUTION OVERVIEW SFDC ACTIONS OVERVIEW RELEASE MODELS FOR SALESFORCE DEPLOYMENT LESSONS LEARNED AND OBSERVATIONS 1 2 3 4 5 6 3 © 2014 CA. ALL RIGHTS RESERVED.
  • 4. CA’s IT – Salesforce Footprint CA Salesforce  75 Development  5 Configuration  5 Full Sandboxes  1 Production Nimsoft Salesforce  15 Sandboxes  5 Configuration  1 Production Nolio Salesforce  15 Sandboxes  5 Configuration  1 Production 4 © 2014 CA. ALL RIGHTS RESERVED. Layer 7 Salesforce  15 Sandboxes  5 Configuration  1 Production
  • 5. The Challenge of Salesforce Application Deployments Production Deploy Change Set 5 © 2014 CA. ALL RIGHTS RESERVED.  Lack of standardized release process  Manual tracking of changes  Manual execution of deployment steps  Lack of automated tests and validation  Frequent Release errors  Manual environments sync up and management 20% of development time spent on deployment activities Developer 1 Developer 2 Developer 3 Code/Configu ration Code/Configu ration Code/Configu ration Development Sandbox Development Sandbox Deploy Change Set Deploy Change Set QA Deploy Change Set Other Inflight Projects Deploy Change Set Production Support
  • 6. Release Automation Tool chain CONTINUOUS APPLICATION DELIVERY Configuration Management (Developer’s workspace including Code/Configuration Repository) Agile Testing (Test Automation Tools) Eclipse API 6 © 2014 CA. ALL RIGHTS RESERVED. Deployment Pipeline (Tools used for Automation of pipeline) CA Release Automation ANT Migration Metadata Toolkit CLI Tools Force.com IDE CA Release Automation SFDC Actions Code and Configurations CA Application Test Metadata API
  • 7. Solution overview with Subversion ( v1 ) Developer 1 Code Commit Developer Branch SCM Code Commit Developer Branch SCM Code Commit Developer Branch SCM CI Server CI Server Integration Lab Run SFDC Unit Test scripts 7 © 2014 CA. ALL RIGHTS RESERVED. QA Environment UAT/Staging Production TRUE AGILE DEVELOPMENT CA Release Automation Auto Self-Service/ Approval CO/ Approval Production Support Other Inflight QA Environment(s) Developer 1 Developer 1 CONTINUOUS DELIVERY CA Release Automation CONTINUOUS VALIDATION
  • 8. Lessons Learned and Observations CHANGE SET ( SFDC ) CA RELEASE AUTOMATION WITH SUBVERSION 8 © 2014 CA. ALL RIGHTS RESERVED. CA RELEASE AUTOMATION WITH SFDC ACTIONS  Developers and Business analysts required additional build time  Business Analysts required training and did not welcome  Early conflict resolution  Reduction in release errors  Reduction in time to deploy  Manual tracking of changes and preparation of documentation  Manual coordination and creation of change set  Manual execution of deployment steps  Frequent release errors
  • 9. How are the newly released SFDC actions used? Developer(s)/ BSA work on making the Build changes CA RELEASE AUTOMATION DISCOVER CHANGES RETRIEVE, DEPLOY, VALIDATE RETRIEVE, DEPLOY, VALIDATE Development Integration QA Production TEMPLATES PROCESSES Developer(s)/ BSA Actions Description Discover metadata Discovers the changes the developers and BSAs have done Retrieve metadata Retrieves the metadata components from the designated Salesforce organization Deploy metadata Deploys the metadata components to the designated Salesforce organization Validate metadata Validate Metadata components and run test classes 9 © 2014 CA. ALL RIGHTS RESERVED. RETRIEVE, DEPLOY, VALIDATE FLOWS ACTIONS
  • 10. Solution Overview with RA / SFDC Actions ( v2 ) Developer 1 Commit Changes Code Commit Development Sandbox Auto Discover Development Sandbox CA Release Automation CI Server CI Server Run Tests in CA Application Test | Run SFDC Unit Test scripts Integration Lab (n) 10 © 2014 CA. ALL RIGHTS RESERVED. QA Environment UAT/Staging Production TRUE AGILE DEVELOPMENT Auto Self-Service/ Approval CO/ Approval Production Support Other Inflight QA Environment(s) Developer 1 Developer 1 CONTINUOUS DELIVERY CA Release Automation CONTINUOUS VALIDATION Auto Discover
  • 11. Lessons Learned and Observations  Developers and Business analysts required additional build time  Business Analysts required training and did not welcome  Early conflict resolution  Reduction in release errors  Reduction in time to deploy  Manual tracking of changes and preparation of documentation  Manual coordination and creation of change set  Manual execution of deployment steps  Frequent release errors 11 © 2014 CA. ALL RIGHTS RESERVED.  Reduction in build time to keep track of changes  Easier adoption by the Business analysts and Developers  Early conflict resolution  Reduction in release errors  Reduction in time to deploy CHANGE SET ( SFDC ) CA RELEASE AUTOMATION WITH SUBVERSION CA RELEASE AUTOMATION WITH SFDC ACTIONS
  • 12. Release models for Salesforce Deployments Salesforce Administrator Select 1 of 3 templates to create a release and execute Developer START Configuration Only Template Description Code and Configuration Wait for Configuration only A template that is selected for a release that has only configuration changes. Code and Configuration A template that is selected for a release that has both Code and Configuration changes. Release with user Lock out(s) A big release that releases code and configuration and locks out user(s) before deployments 12 © 2014 CA. ALL RIGHTS RESERVED. Release with User Lockout Input release number Choose the environment to Deploy END release process to complete
  • 13. Before…After Comparative Analysis Automatic tracking and conflicts resolution: Zero hours required for tracking Manual tracking of changes: up to 16 hours per resource Creation of a build request: 2 minutes per build Change sets and documentation of steps: up to 24 hours per build Deployment of changes: 1-2 hours per deployment Deployment of change set up to 10 hours per deployment 13 © 2014 CA. ALL RIGHTS RESERVED.
  • 14. For More Information Insert appropriate screenshot and text overlay from following “More Info Graphics” slide here; ensure it links to correct page ca Devcenter To learn more about Devcenter, please visit: http://bit.ly/1wbjjqX 14 © 2014 CA. ALL RIGHTS RESERVED.
  • 15. For Informational Purposes Only Terms of this Presentation This presentation provided at CA World 2014 is intended for information purposes only and does not form any type of warranty. Content provided in this presentation has not been reviewed for accuracy and is based on information provided by CA Partners and Customers. 15