The Salesforce Certified Development Lifecycle and Deployment Architect credential is designed for professionals who have the requisite skills and experience in applying DevOps, application lifecycle management, and governance topics to Salesforce that support client requirements as well as experience communicating solutions and design trade-offs to business and IT stakeholders. The Salesforce Certified Development Lifecycle and Deployment Architect has experience analyzing the environment and requirements to design an appropriate governance framework, and to manage the development and deployment lifecycle on the Lightning Platform. The architect has experience designing and implementing complex development and deployment strategies, as well as communicating the proposed solution and design trade-offs to business and technical stakeholders alike.

Course Objectives:

In this course, you will learn to:

• Describe the work structure and trade-off for different development methodologies.
• Design and analyze existing and future state DevOps architecture, including release management.
• Effectively communicate DevOps design to various stakeholders at many levels.
• Follow application lifecycle management best practices for design, operation, and reporting.
• Effectively design and manage the development and test environment strategy, including data and security, for Salesforce releases.
• Describe the characteristics, capabilities, and constraints of using Metadata and Tooling API.
• Describe the capabilities and constraints of tools supporting the development lifecycle (AppExchange and third-party).
• Describe source control, branching strategies, and continuous integration use in support of application lifecycle management.
• Understand testing methodologies, including test automation and testing over Salesforce releases.
• Understand the governance landscape and participate in governance entities.
• Design an appropriate backup and restore strategy.

Course content

Application Lifecycle Management

• Given the project risk and customer requirements, explain how to assess the benefits and risks of the different development methodologies and recommend the appropriate governance strategies based on the customer maturity.

Planning

• Given a complex customer scenario, assess application lifecycle management maturity and identify the people, technology, and processes required.
• Understand customer environment risks and articulate appropriate mitigation strategies.
• Given a customer scenario, analyze and recommend the appropriate governance framework.
• Given a customer scenario involving a new Salesforce release (Summer, Winter, Spring), recommend the appropriate strategy to mitigate risks.

System Design

• Explain the advantages of using agile tools to support an agile development process.
• Given a customer landscape and their requirements, evaluate business, technical, and architectural considerations that support the defined org strategy.
• Given a customer scenario, define an environment (sandbox) strategy that utilizes the correct sandbox types (for example, multiple project streams, training requirements, staging, production, and hotfixes).
• Given a scenario, compare, contrast, and recommend the components and tools of a successful deployment strategy.

Building

• Given a customer scenario, explain how to use source control branching/versioning/merging, and recommend appropriate strategies.
• Describe the appropriate approaches to building test data strategy and unit test to ensure successful code (positive, negative, permission-based, large data volume).
• Given a customer scenario, describe the appropriate development model (org-based vs package-based) and development environment (scratch org vs sandboxes).
• Describe the methods to ensure the delivery of quality code, such as coding standards, pull requests, code review, and static code analysis.

Deploying

• Given a scenario, describe the capabilities, limitations, and considerations when using the Metadata and Tooling APIs for deployment.
• Given a scenario, describe approaches to handle pre and post-deployment steps, including items not supported via the APIs.
• Given a scenario, describe approaches to manage and deploy technical reference data.

Testing

• Given a customer scenario, describe and recommend an appropriate testing methodology.
• Given a customer testing strategy, describe the appropriate test execution methodology and coverage requirements.
• Given a customer scenario, describe and recommend a unified test data strategy that utilizes representative data in a secure manner throughout the development lifecycle.

Releasing

• Given a scenario, analyze and explain the use cases and considerations when using managed, unmanaged, and unlocked packages.
• Apply map sandbox strategy to a specific release plan, taking into consideration multiple project streams, training requirements, staging, and hotfixes.
• Given a customer scenario, describe and recommend an appropriate release management strategy.

Operating

• Given a detailed customer environment scenario including a specific request, explain the implications of incorporating the request directly in a production environment.
• Given a customer scenario where changes are made directly in production, explain the implications on the development lifecycle and steps to integrate changes into application lifecycle management.
• Given a multi-org customer scenario, compare and contrast approaches for managing common release artifacts.

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