how to deploy github code into salesforce

How to Set up a GitHub Salesforce Integration: the Step-by-Step Process

• Step 1: Install Exalate on GitHub. First, log in to your GitHub account. Click on “Marketplace”. Type “Exalate”. Or save...
• Step 2: Install Exalate on Salesforce. The Exalate app is available on Salesforce AppExchange. To install it you can...
• Step 3: Establish a Salesforce GitHub Connection. Now...

Full Answer

What is the use of GitHub in Salesforce?

GitHub is a popular collaborative environment in coding projects, which allows you to easily follow projects, to see who has branched the main branch/code, and to keep tabs on what other GitHub users are working on. It allows you to sync Metadata from Salesforce.org platforms like Force.com.

How hard is it to deploy Salesforce?

Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves:

How to deploy a project to a specific branch of GitHub?

Such a tool would, on issuing the deploy command, check the GitHub repository of the project, switch to the specified branch, run the deployment script on the repository and provide the branch the deployment target, and notify you of success or failure of the deployment based on the exit code of the script.

Why add GitHub to your project?

Adding GitHub is a natural extension of a source-based development process, and is especially critical when using a shared, persistent sandbox for development.

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How do I deploy from GitHub to Salesforce?

The main steps are:Create a branch off of main.Make commits.Open a pull request.Collaborate. Make more commits. Discuss and review code with team members.Deploy for final testing.Merge your branch into the main branch.

How do I deploy a code in Salesforce?

Steps to create Deployment Connections Go to Setup >> App Setup >> Deploy >> Deployment Connections / Deployment Settings. It will show you information on Change set and Outbound/Inbound change set information. Press 'Continue' button on this page. Click 'Name' to view existing connection details.

Can you deploy with GitHub?

Deployment on GitHub Pages Deploying to GitHub Pages is automatic. Once it's set up, deploying happens whenever you push your local changes to your remote, GitHub-hosted repository. Head to GitHub Pages' setup instructions and follow the steps exactly to get your main GitHub Pages page setup.

How do I create a pull request in Salesforce?

Pull requests provide a way for teams to track, review, and combine team members' work.Publish your changes in GitHub. ... Create a pull request; select Branch > Create Pull Request. ... The pull request's body is populated with several headers.More items...

What are the ways to deploy in Salesforce?

There are three deployment options in Salesforce:Change sets.Metadata API.Ant Migration Tool.

How do you deploy data in Salesforce?

Deploy Your ChangesChoose Your Tools for Developing and Deploying Changes. ... Connect Organizations for Deployment. ... Change Sets. ... Modify Metadata Through Metadata API Functions Permission. ... Special Behavior in Deployments. ... Monitor Deployments.

How do I deploy a git repository code?

Deploy Code to Your Application Using GitStep 1: Go to Application Management. ... Step 2: Generating and Downloading SSH Keys. ... Step 3: Upload the SSH Public Key to Your Git Repository. ... Step 4: Copy the Repository SSH Address. ... Step 5: Deploy Code from Your Repository. ... Step 6: Repository Successfully Cloned.More items...

How do I deploy a GitHub site?

Publish Your Website Using GitHub PagesSTEP 1: Create Repository. Of course, the first step is to create the repository for the website you wish to publish. ... STEP 2: Push Your Code. The html file with name index. ... STEP 3: Go To Settings. Click on the settings tab.STEP 4: Publish GitHub Page. ... STEP 5: Go To Website.

How do I deploy code on GitHub?

Steps to setup GitHub deploymentGo to your project's Code & Deploys page, in the Repository tab.Click the CONNECT TO GITHUB button to connect your project with GitHub. ... Connect to one of your GitHub repositories. ... Configure the deploy options. ... Deploy your project.

What is GitHub flow?

The GitHub flow is a workflow designed to work well with Git and GitHub. It focuses on branching and makes it possible for teams to experiment freely, and make deployments regularly. The GitHub flow works like this: Create a new Branch. Make changes and add Commits.

What is pull request in Salesforce?

The pull request represents a change to the code. This can mean adding, modifying, or deleting files made on a branch, which the author would like to incorporate in another branch (again, typically in the production code). Frequently, the work being done within a pull request originates from an issue in the repository.

What are the steps in GitHub flow?

You can divide the GitHub workflow in 4 basic steps:Creating a Branch.Making a Commit.Opening a Pull Request.Review of the Pull Request/Merging.

How to deploy Salesforce?

Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves: 1 Modify the main code 2 Recording which files are deleted, modified, and added 3 Logging into sandbox where the code is stored 4 Creating changesets 5 Manually selecting all the components that are to be deployed 6 Selecting the target where the changeset are to be deployed 7 Logging into the target Salesforce .org were you sent the changeset 8 Finding the changeset 9 Issuing the deploy command

What is GitHub used for?

GitHub is a popular collaborative environment in coding projects, which allows you to easily follow projects, to see who has branched the main branch/code, and to keep tabs on what other GitHub users are working on. It allows you to sync Metadata from Salesforce.org platforms like Force.com. It is used alongside other tools in Salesforce deployment.

Is Salesforce easy to deploy?

It is used alongside other tools in Salesforce deployment. Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves:

Can Salesforce be catastrophic?

Although not very common, Salesforce can have a catastrophic failure. GitHub gives you a local copy of the Salesforce Metadata, meaning you will not be adversely affected by such failure. You can use this Metadata on another CRM in such unlikely events. Consider hiring a pro for Salesforce deployment.

Why Set up a Github Salesforce Integration in the First Place

Github is an online source code management and versioning platform. It helps developers consolidate and collaborate their codes to maintain a consistent version that can be accessed and tracked by all the team members.

Choosing the Right Technology for a Github Salesforce Integration

However, implementing a GitHub Salesforce integration is not as easy as it sounds.

How to Set up a Github Salesforce Integration: the Step-by-Step Process

To start setting up a Github Salesforce integration, you must first install Exalate on both GitHub and Salesforce. This ensures you have autonomy since the Exalate app on both sides allows you to configure each side separately and helps you control what can be sent and received.

Common Use Cases

The most plausible use case that can be supported by a GitHub Salesforce integration is enabling seamless collaboration between sales and development teams.

Conclusion

We saw how a Github Salesforce integration can definitely help sales and development teams collaborate and share business-critical information with each other to help them enhance customer experience.

What is the purpose of deployment manifest?

The goal of the deployment manifest is to pile up the metadata that will be promoted to the environment pipelines. This means that each and every release (no matter where it's a major/minor/hotfix/patch) will have it's own deployment manifest file.

What is the purpose of the release management document?

The purpose of this document is to share best practices and recommendations regarding release management process leveraging technologies such as Salesforce DX, Github and Github Actions on Org Development Model. It will describe important considerations that development teams needs to worry about on their assignments in order to properly support release management using a CI/CD strategy. It's meant as a starting point for people who wants to explore this approach of application lifecycle.

Can you create a github workflow?

You can create Github Workflows in your Repository that will execute Github Actions and may deploy (or validate the deployment) automatically your code into target orgs upon events such as commit/push or pull request being created. I prepared for you a Github Action that will execute the following steps:

Source Model

It sounds like you are already practicing source-oriented development using the Org Development Model (cf. also Trailhead ). If you're all set up there, that's great. If not, and you still need to retrieve some customizations, you'll need to develop a package.xml file and pull the source down from your production org.

Starting with Git

Adding GitHub is a natural extension of a source-based development process, and is especially critical when using a shared, persistent sandbox for development.

Working with Git Flow

You and your colleague will have to get used to working in some flavor of Git Flow. (See Trailhead ).

Next Step: Scratch Orgs

Scratch orgs are the next step in source-based development and provide you and your colleagues with individualized, disposable Salesforce environments. When you get to the point where you're fully comfortable working local-first in source format, you may be ready to start experimenting with pushing your code and metadata into scratch orgs.