Component migration using DEVOps Center is one of the easiest way to implement change management. Before going to the below steps, you need to configure the Salesforce DEVOps Center in one of your sandboxes, preferably Production. If you have not done that yet, look here to get step by step process.
Step 1 – Open the DEVOps Center App
Click on the Apps Center and search for DevOps Center.
Step 2 – Create a Project inside DEVOps Center
Create a New project which can represent a single development project. There are two options for the repository.
- Existing Github repository for which you need to create the repository first. Here you can find the process to create one.
- SFDX Github repository which will create on the fly. For this I choose this option.
Repository in the Github looks like below
That newly Project in Salesforce DEVOps Center looks like below
Step 3
Click on the Click to Connect under Release Environment. It will open up the Salesforce login screen. Enter the credentials for the Production environment and save. You production org is attached in the DEVOps center under that project. You may have multiple projects which tied with different Software development.
After connect is successful, that page should looks like below
Step 4 – Create a pipeline in the DEVOps Center
Check the pipeline under Pipeline tab. You can add/Delete in-between orgs as many as you want in the Salesforce DEVOPS center. For this example I took only two orgs.
- Dev Org – Here I will create a class
- Production Org – Here I migrate that class
Step 5 – Add different environments in the DevOps Center
Click on the Add Development Environment button and it will open the Salesforce Login Prompt. After providing the credentials, DEV org is attached to the Salesforce DEVOPs Project.
Step 6
Go to the Work Items tab and click New. Here you are going to create a work item which is sort of container of the components. The work items is similar to change set in Salesforce or User Story of the Copado.
Step 7
Click on the newly created Work Item and choose the DEV org, from where you are going to migrate the changes to the production. Click on the Proceed button. It will give you two options
- Sync your DEV org from the Production
- Do not sync
For this example I choose Do not Sync
Step 8 – Add Components in the DEVOps
Choose the component you wish to migrate. The option which really comes handy here is Add Components Manually. After choosing your component click commit changes
Step 9 – Review Component before the migration
Click on the Create Review and assign to a reviewer. After review is done, Reviewer can turn on the Ready to Promote button.
Step 10 – – DevOps Pipeline
Go back to the Pipeline tab and select the approved work item and then hit the Promote Selected button. Select the options for test and click Promote. And that’s it. Your component will be in the production which you can see under Production Section of the Salesforce DEVOps. Now you are ready to do the migration using Salesforce DEvops Center.
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