GitHub Integration with Salesforce in 4 Steps

GitHub Integration with Salesforce in 4 Steps
On July 12, 2022, Posted by , In Salesforce Integration

Everyone and everything in this digital age are connected somehow, changing how we interact with our customers. Every business’s scope is changing as a result much more quickly than anticipated. Salesforce creates simple-to-use cloud-based business applications that assist you in maintaining contact with your clients, leads, partners, and other stakeholders. By configuring GitHub Integration with Salesforce, you can improve its features.

A collaborative platform called GitHub stores code repositories in the cloud. Multiple developers can easily collaborate on a single project and follow changes in real-time. Additionally, GitHub has features for managing and organizing projects. These features are now improved by Salesforce GitHub Integration, which also facilitates streamlining your development process. Your business eventually benefits from this.

This article explains how to set up Salesforce Deployment Using Git in 4 simple steps. These procedures require technical expertise because they involve Manual Integration. Additionally, it gives you an overview of each platform individually and lists its key features. It also tells you about the restrictions and difficulties that this Integration faces. Additionally, it gave you information on the benefits of using Salesforce GitHub Integration

Introduction to GitHub

A developer can collaborate with other developers or team members to find solutions using GitHub, a collaboration platform. Developers can collaborate on software creation using GitHub because it enables them to make independent changes to their programs in real-time (without obstructing one another’s work).

Let’s take the scenario where Harry and Jack develop a project website. Jack needs to adjust the website’s footer, while Harry wants to add a brand-new “frequently asked questions” section. Now that they’re both making changes locally, GitHub enables them to merge those changes into the main branch. As a result, they can concentrate on their work without interfering with one another.

Key characteristics of GitHub

The following is a list of GitHub’s key attributes:

  • Because GitHub enables developers to collaborate, it is simpler for them to track and update their work on the project.
  • It makes the packages more secure. You can publish your packages publicly to the open-source community or privately (within the team).
  • It offers you the version control feature. You can keep track of your changes using this. Additionally, it is simple to undo changes you make (if needed).
  • Pulling requests are an option on GitHub. You can copy the code to your local machine, make changes, and then push the updated version back to the main branch.

How to Manually Set Up Salesforce and GitHub Integration

To use this method, you must possess the technical know-how, GitHub, and Salesforce working experience. It requires a few manual steps, such as retrieving content definitions. This includes manually integrating GitHub for Salesforce to track your ad campaigns and improve customer engagement. To configure manual Salesforce GitHub Integration, adhere to the steps listed below:

Step 1: sign in to your GitHub account.

Create a Project Repository by logging into your GitHub account, as shown in the image below (keep its access private).

Step 2: Clone the GitHub repository in step two.

On your local computer, install Git. Clone the primary GitHub repository once you’re finished.

Step 3: Download the SFDC Metadata Files

Using the “Package.XML” file, you must retrieve all the required metadata files from Salesforce Dot Com (SFDC) in this step. Any Salesforce IDE already in use or the Salesforce Migration Too can assist with this.

Step 4: Configure the Git Repository

Now, transfer the metadata content to the folder of your locally cloned Git repository (Step 2). Configure the folder as your Salesforce IDE’s Project Workspace once you’re finished. You can accomplish this using the Git Console or the GitHub Plugin for your Salesforce IDE. It allows you to commit and push your code to the GitHub repository’s origin.

I’m done now. You have successfully manually configured Salesforce GitHub Integration. These procedures can use to create other repositories. Your team can now begin making changes by having each member clone this GitHub repository to their personal computers (after setting this Repository folder as their SFDC Project Workspace).

The Difficulties of Manually Setting Up Salesforce GitHub Integration

Even though you have now successfully configured Salesforce to GitHub Integration, this approach has some drawbacks. You’ll run into these potential difficulties when setting up this Integration. The restrictions of configuring Salesforce and GitHub Integration manually are listed below:

Technical know-how and practical Salesforce IDE, Git Console, and GitHub Plugin for Salesforce experience are required to set up a manual Using Git with Salesforce.

Continuous Integration is not used in this approach. The procedure must follow each time a Repository for Salesforce is created. Even if you want to set this up for continuous Integration, you must use third-party platforms like Jenkins. Additionally, configuring Jenkins for Salesforce GitHub Integration is a challenging task requiring technical expertise.

Benefits of Salesforce’s Integration with GitHub

Let’s discuss the benefits of this Integration now that you have a basic understanding of Salesforce and GitHub and have gone over the various ways to set it up. The benefits of Salesforce and GitHub integration are as follows:

Direct Market Impact: Whatever you are building on Salesforce has a direct impact on your market. It is simpler for team members to work together on their projects with Salesforce GitHub Integration. This affects the market and speeds up the entire process.

Enhances Security: Both GitHub and Salesforce offer strong security measures for your projects. Your database, repositories, and other resources are more secure thanks to the Integration of these two platforms.

Return to a Particular Version: You can access version control with Salesforce GitHub Integration. This makes it simpler to undo any changes that your team members make. You can also keep track of all the changes made in this manner.

Conclusion

You learned about Git with Salesforce in this article. It offered the procedure for configuring Salesforce GitHub Integration. This method uses the Salesforce IDE or the GitHub plugin for manual Integration of Salesforce and GitHub. This article also gave you information on the drawbacks of using Manual Integration and the benefits of using AwsQuality for this task.

Businesses are shifting toward automated and continuous Integration due to the complexity involved in manual Integration. This is not only hassle-free but simple to use and doesn’t call for technical expertise. In this situation, AwsQuality is the best option for you! The Marketing Analysis will become more accessible as a result. AwsQuality offers free support for websites like Salesforce, GitHub, etc.


AwsQuality helps businesses gain competitive edge with solutions on Salesforce cloud and mobile technologies with Offices Noida India, Louisiana focused customers are in the UK, US, Asia, South America and Australia.