Salesforce DX Transition

Working in an agile fashion requires you to release often. Salesforce DX is the right solution and a new way to design your Software Development Lifecycle (SDLC).
Transitioning existing apps/orgs to Salesforce DX can be challenging.

My approach in four stages:

1. Prerequisites

Setup required services and grant access to

  • your Salesforce org and DevHub (metadata-only access is sufficient)
  • a Version Control System (VCS)
  • a Continuous Integration (CI) service

2. Exploration

Setup a Software Development Lifecycle (SDLC) with source of truth being your Version Control System and Unlocked Packages or Managed Packages (for ISVs) being the deliverable.
If there are any challenges to be mastered, I propose workarounds and estimations for transparency.

3. Transition

Implement the complete DevOps process and develop tools (preferrably Open-Source Tools), if necessary. Your team will be trained for the new process and is able to continue development until the Go-live.

4. Go-live

Push the button and stand by for emergencies.

5. Support (optional)

Depending on your needs, I continue to be your remote Salesforce DevOps Engineer.