🤖 Automation Architecture
Automation Layers
D2X's automation architecture is built on multiple layers to ensure efficient and reliable automation of your Salesforce workflows.
1. Workflow Orchestration
- GitHub Actions: Use GitHub Actions to orchestrate complex workflows.
- Reusable Workflows: Create reusable workflows to standardize automation across projects.
- Event-Driven Automation: Trigger workflows based on events such as code commits, pull requests, and issue updates.
2. Task Automation
- CumulusCI: Leverage CumulusCI to automate common Salesforce tasks such as deployments, data loading, and testing.
- Custom Scripts: Write custom scripts to automate specific tasks unique to your project.
- Job Scheduling: Schedule jobs to run at specific times or intervals.
3. Integration Automation
- API Integrations: Automate interactions with external systems using APIs.
- Webhooks: Use webhooks to trigger automation based on events in external systems.
- Data Synchronization: Automate data synchronization between Salesforce and other systems.
Workflow Components
D2X workflows are built from smaller, reusable components that can be:
- Combined in different ways
- Customized as needed
- Versioned independently
- Shared across repositories
Core Components
- Authentication: Handle authentication and authorization for accessing Salesforce and other systems.
- Session Management: Manage sessions and tokens for secure access.
- Secret Handling: Securely manage secrets and credentials.
- Deployment: Automate the deployment of Salesforce metadata and configurations.
- Testing: Automate testing of Salesforce applications and integrations.
- Validation: Validate configurations and deployments to ensure they meet requirements.
- Notification: Send notifications and alerts based on workflow outcomes.