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How to Implement CI/CD for Salesforce using Gearset

How to Implement CI/CD for Salesforce using Gearset

Written by

Slade Solobay, Developer Team Lead

Written by

Jeremy Horan, Reuse Architect

Despite projects becoming larger and timelines becoming tighter, clients still expect features delivered rapidly and efficiently. Implementing a CI/CD project can help streamline the release cycle by delivering development more quickly and with less risk when compared to traditional Salesforce deployment methods. 

Defining CI/CD and its Benefits

Before diving into how to set up an effective CI/CD process, it’s important to briefly define what CI/CD is. Continuous Integration (CI) is the process of continuously validating and running unit tests against development that is pushed to a specific pipeline. Continuous Delivery/Deployment (CD) is the process of deploying or migrating the development items pushed to the pipeline from one environment to another.

So, what does CI/CD actually solve within the confines of Salesforce deployment and release management? 

If you’re using change sets or a deployment tool, chances are you have some sort of shared document or process to track changes. This can lead to headaches when items are missed or incorrectly documented.You may also struggle with development cycles that don’t allow sufficient time for code review cycles or running tests between testing environments prior to a production release. 

With a CI/CD process in place, you will:

  • Save time running comparisons and manually selecting elements
  • Make source control the source of truth similar to more traditional development
    • Richer metadata history
    • Easier collaboration 
  • Have increased visibility of all changes across the team
  • Increase issue tracking automation 

Using Gearset for a Simple Solution 

Although there are countless CI/CD tools and products available, Gearset provides a simple, point and click configurable solution that makes setup and maintenance easy. It avoids integrating other tools that require complicated scripts or other software to maintain. Minimal experience with CI/CD is needed to get started, which is especially useful in the Salesforce ecosystem, where admins are taking on more development tasks using clicks over code. 

Additional benefits of Gearset include:

  • Direct JIRA/BitBucket integration
  • Easy rollbacks 
  • Simple and effective diff viewing 

Setting Your Team Up For Success

If you’re new to CI/CD and are looking for a starting point, or you have an admin heavy team but want to get the most out of DevOps, Gearset is a great place to start. In addition to the many benefits of a solid CI/CD process, Gearset has a very approachable learning curve, specialized for Salesforce and is set up using clicks, not code.

How to Implement CI/CD for Salesforce using Gearset

If you are already using Gearset for ad-hoc deployments or simply want to give Gearset a try for the first time, the setup guide found here will provide you with the correct steps to get your process up and running. In addition, you’ll find recommendations we use for setting up our own projects, so follow along here to learn more. 

Ask the Experts

If you’re new to CI/CD and are looking for a starting point, get in touch with a member of our team.

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