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Once the configuration is complete we will walk through the build and deployment life-cycle for managing Salesforce Changes
Checklist
Checklist Items | Description |
|---|---|
Flexdeploy | FlexDeploy installation completed. |
Salesforce Orgs | Connectivity details for Salesforce Orgs.
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GIT Repository (Optional) | Git repository information. If you would like to Commit or Sync your sandbox to git repository. If you have user changing in Saleforce Org and developers commiting to Git from their IDEs. FlexDeploy support the hybrid development and allow you to migrate changes together or sequentially.
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Create Salesforce Project using Blueprint
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Fill in the values to create a new Salesforce project and click Confirm. We will walk through each property in the blow sections.
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Project Info
Property Name | Value for this tutorial | Description |
Salesforce Org Name | Tutorial01 | The name of the Salesforce Org. This is normally your company name or application name if you have multiple Salesforce Orgs in your company. We will use this for Project Name in FlexDeploy. |
Description | Tutorial01 | Brief description of the Salesforce Org |
Build Option
Select One of the Build options based on how you would like to source the content of files for the package creation.
Property Name | Value for this tutorial | Description |
Salesforce Org | Not Selected | Select, if sourcing directly from Salesforce Org (Normally Sandbox or Develop). |
SCM Repository | Selected | Select, if sourcing from Git repository. |
Source Control
This section is only applicable if you select Build Option as SCM Repository. Click on the Source Repository dropdown. If you have already created a connection to your source code repository, select it from the list. Enter the sparse checkout folder, if any.
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Create Source Control Repository (Git) Inputs Info
Field | Required | Description |
Name | Yes | Give a Name to this SCM instance to refer in FlexDeploy. Used to display in FlexDeploy |
Code | Yes | Give a technical code for the instance, without any spaces. The codes are available as variables to shell and Groovy scripts in FlexDeploy, and therefore needs to comply with their limitations. |
Source Control Type | Yes | Type of Source Control Management System. We will use Git for this tutorial. |
Description | No |
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SCM Properties | Yes | The remaining properties are specific to the selected SCM. Provide these as per your Git reposisotry For Git:
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We selected the SCM type as GIT. The properties related to the GIT source control management will be displayed on the screen.
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Navigate to the Topology from the Menu. The Page with the Target Groups, Environments and Endpoints sections will be displayed. Choose a Target Group on the left. You will see a list of Environments on the right with colored circles representing each Target.
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Click on Salesforce Target Group and click on the Development Environment
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