Salesforce

The Salesforce Org Management tab is available for projects with the Project Type of Salesforce. This page helps to compare the changes, review, and commit the changes to your Source Control System.

Check https://flexagon.atlassian.net/wiki/spaces/FD60/pages/10019110913 to Configure and start using for Salesforce deployments.

To Manage Salesforce Org, view changes, and commit to SCM, click on the Salesforce tab.

This tab can be used to compare as following and view changes:

  • Source Control Management (SCM) to Salesforce Org

  • Salesforce Org to Org Comparison

  • Package (latest source or version) to Salesforce Org.

Allows filtering the objects to compare. Object Types and individual files can be selected to control what needs to be pulled from Salesforce and include in the package.

Prerequisites

Make sure the following items are configured before using this screen:

  1. Complete the configuration of the Salesforce Account to connect to your Org in Cloud Account.

  2. Selecting the Salesforce Cloud Account(s) in the Environment Instance (Topology Overview) properties for the Build instance.

  3. Complete the SCM, Build Instance configurations in the Project Configuration tab.

  4. The following domains/IP addresses are whitelisted/allowed in your firewall configuration

SCM to Org Compare

This option will help you identify the changes done in your Salesforce Org by comparing the files against your Source control Systems like Git. You can view the line-by-line difference of the files, and review and commit the changes to your Source Control System. 

  1. Select Compare type as "SCM to Org"

  2. Select your branch of your SCM like Git. It defaults to the main/master branch from the Project Configuration.

  3. Select the Salesforce Org.

  4. Click on the Compare to view all the files available in the org. Double click on the files that you wanted to compare and click on Compare.

    1. Optionally you can click on Full Compare button that is available as a drop-down button to compare all the files. 

The results table shows all the files that got modified, added, and deleted in Salesforce Org.

Clicking on the V icon displays the file content. If the file is modified it displays both the file that is in the Git repo and the file that is in the Salesforce Org / Sandbox. Also highlights the changes in the file content to review.

Commit Files to SCM

You can select files and click on Commit button to commit the selected files into your Configured Git repository configured. You can select multiple files using the Ctrl.

Once you select the files and click on the commit button, you can select the branch and enter the commit message. Optionally you can select a branch to add the files to Package.

Salesforce Org to Salesforce Org Compare

This option will help you to compare changes between two Salesforce Orgs. You can view the list of files that are different (added or modified or deleted), and review the line-by-line differences. 

  1. Select "Org to Org"

  2. Select the Source org to compare.

  3. Select Target Salesforce Org.

  4. Click on the Compare to view the file differences. Compare drop-down displays all the files to filter.

    1. You can use Full Compare to compare all the files.

  5. The results table will display all the files that are different (added or modified or deleted.

Package to Salesforce Org Compare

This option will help you to identify the changes done in your Salesforce Org by comparing the files in the Package or Package version. You can view the line-by-line difference of the files, and review them. This option can be used to view the changes that will be applied to your target Salesforce Org before deploying or approving the deployment.

  1. Select "Package to Org"

  2. Select the Package name. If you don't see the package in the list, go to the Packages tab and create one as needed.

  3. Select Package version or "Latest Version" to compare with the latest files in the Source Control System.

  4. Select the Salesforce Org.

  5. Optionally view the package objects by clicking on the compare. We default all Salesforce objects. You can click on Full Compare.

  6. The results table will display all the files that are different (added or modified or deleted).







The following macros are not currently supported in the footer:
  • style