Copado Admin - General
Change Set Limitations (4) - ✔️✔️1. Cannot search components by name or type
2. Not all components are available
3. All components in one list
4. Does not enable continuous delivery
Promotion Process - ✔️✔️1. Commit user story - feature branch will be created from
the main branch in the pipeline (usually master)
2. Copado merges feature branch into the Org Branch where the changes were made
3. Create pull request from US t compare changes against the destination branch
4. When story is promoted, a promotion branch is created out of the destination branch
5. Feature branch is merged with promotion branch
-if multiple user stories were included in promotion, the feature branches will be merged
sequentially into the promotion branch
6. Execute Deployment - promotion branch will merge with destination branch
Salesforce DevOps Challenges - ✔️✔️1. Change Set Limitations
2. Difficult to keep environments in Sync
3. Lack of History Tracking
4. Difficulty for teams to collaborate
5. No standard tool or process for managing salesforce changes
6. Limited set of quality checks on Changes
7. Lack of monitoring and compliance
8. Migrating data from multiple objects is tedious
9. Difficult to identify and unblock bottlenecks
10. Insufficient Quality and Frequency of Releases
11. No holistic view
Sandbox Refresh Problems (4) - ✔️✔️Metadata Loss
Scrambled Emails
Data Loss
Full Sandboxes can only be refreshed once a month
Metadata Loss - ✔️✔️When all the work in progress in a sandbox will be overwritten
after the refresh
DevOps - ✔️✔️Combination of practices that automate and enable greater
effectiveness in the process of building and running software. It combines the technical
practices of Continuous Delivery with the business practices of lean management and
lean product development.
,Scrambled Emails - ✔️✔️Whenever a sandbox is refreshed, user email addresses are
modified in the sandbox so that production users don't receive automatically generated
email messages from the sandbox
Data Loss - ✔️✔️Unless you're refreshing a full sandbox or partial copy, all the data
will be lost and you will need to recreate it for testing purposes
Copado - ✔️✔️A scalable Salesforce-native application that can be downloaded and
installed in an Org and provides a complete system to plan, track and carry out DevOps
activities and add value in every stage of the Salesforce DevOps process
Pipeline - ✔️✔️A list of connections defining a path in which components are going to
move through the release management process
User Story - ✔️✔️Element used in Agile software development that contains a
description of a requirement from an end-user perspective
Version Control System - ✔️✔️Integration with Version Control
Nested Component - ✔️✔️Can select nested components such as custom fields, on an
object, changes in validation rules, or list views
Destructive Changes Git - ✔️✔️Operation to remove unwanted changes from an org.
When a delete is committed Copado also makes sure all the other components that are
modified as a result of the main deletion are cleaned up
Overlap Awareness - ✔️✔️feature that alerts developers if any potential conflict is
found while multiple devs are making changes to same shared component
Online Conflict Resolution - ✔️✔️Used to visualize and resolve conflicts from within the
Copado interface when a Git merge isn't possible
ALM System - ✔️✔️application lifecycle management (Jira, VSTS)
Built In Agile Tools (4) - ✔️✔️Work Manager
Sprint Wall
Agile Dashboards
Copado Permissioner
Work Manager - ✔️✔️Agile tool Intended to streamline agile development at every
phase of the project
, Sprint Wall - ✔️✔️Agile tool to manage sprints in agile way. View provides useful
information about the status of the sprint and a whole picture of its content
Agile Dashboards - ✔️✔️Out-of-the-box dashboards to better monitor the work of your
team
Copado Permissioner - ✔️✔️Agile tool that allows you to have more granular control
over permission set assignments to users
Quality Assurance Tools (3) - ✔️✔️Static Code Analysis
Selenium
Validation Deployments
Selenium - ✔️✔️Analysis tool that executes automated regression tests.
Comes with Selenium step recorder extension called Copado Recorder
Validation Deployments - ✔️✔️Ensure that the validation deployment is made out of
the merged components thus avoiding unpleasant surprises. Can be used for individual
story or entire releases.
Copado Recorder - ✔️✔️Translates simple point-and-click activity into effective UI tests
without requiring your team to know Selenium or write lines of code
Compliance Hub - ✔️✔️Monitoring and compliance tool that scans all the metadata
changes made in your environments in order to spot and identify security breaches
-can choose which metadata types you want to be monitored and enforce compliance
rules according to your business needs
-can set a severity for each rule based on how critical the rule is for your company
Copado Continuous Delivery - ✔️✔️Continuous Delivery tool that enables scheduling
of promotions and back promotions and automate quality gates
Copado Data Deploy - ✔️✔️Tool to create point-and-click data templates with no
technical knowledge in order to build relational queries
360 Vision Tools (3) - ✔️✔️DevOps 360
Value Stream Maps
DevOps Analytics
DevOps 360 - ✔️✔️Tool that accurately measure the performance of your Salesforce
implementation
Change Set Limitations (4) - ✔️✔️1. Cannot search components by name or type
2. Not all components are available
3. All components in one list
4. Does not enable continuous delivery
Promotion Process - ✔️✔️1. Commit user story - feature branch will be created from
the main branch in the pipeline (usually master)
2. Copado merges feature branch into the Org Branch where the changes were made
3. Create pull request from US t compare changes against the destination branch
4. When story is promoted, a promotion branch is created out of the destination branch
5. Feature branch is merged with promotion branch
-if multiple user stories were included in promotion, the feature branches will be merged
sequentially into the promotion branch
6. Execute Deployment - promotion branch will merge with destination branch
Salesforce DevOps Challenges - ✔️✔️1. Change Set Limitations
2. Difficult to keep environments in Sync
3. Lack of History Tracking
4. Difficulty for teams to collaborate
5. No standard tool or process for managing salesforce changes
6. Limited set of quality checks on Changes
7. Lack of monitoring and compliance
8. Migrating data from multiple objects is tedious
9. Difficult to identify and unblock bottlenecks
10. Insufficient Quality and Frequency of Releases
11. No holistic view
Sandbox Refresh Problems (4) - ✔️✔️Metadata Loss
Scrambled Emails
Data Loss
Full Sandboxes can only be refreshed once a month
Metadata Loss - ✔️✔️When all the work in progress in a sandbox will be overwritten
after the refresh
DevOps - ✔️✔️Combination of practices that automate and enable greater
effectiveness in the process of building and running software. It combines the technical
practices of Continuous Delivery with the business practices of lean management and
lean product development.
,Scrambled Emails - ✔️✔️Whenever a sandbox is refreshed, user email addresses are
modified in the sandbox so that production users don't receive automatically generated
email messages from the sandbox
Data Loss - ✔️✔️Unless you're refreshing a full sandbox or partial copy, all the data
will be lost and you will need to recreate it for testing purposes
Copado - ✔️✔️A scalable Salesforce-native application that can be downloaded and
installed in an Org and provides a complete system to plan, track and carry out DevOps
activities and add value in every stage of the Salesforce DevOps process
Pipeline - ✔️✔️A list of connections defining a path in which components are going to
move through the release management process
User Story - ✔️✔️Element used in Agile software development that contains a
description of a requirement from an end-user perspective
Version Control System - ✔️✔️Integration with Version Control
Nested Component - ✔️✔️Can select nested components such as custom fields, on an
object, changes in validation rules, or list views
Destructive Changes Git - ✔️✔️Operation to remove unwanted changes from an org.
When a delete is committed Copado also makes sure all the other components that are
modified as a result of the main deletion are cleaned up
Overlap Awareness - ✔️✔️feature that alerts developers if any potential conflict is
found while multiple devs are making changes to same shared component
Online Conflict Resolution - ✔️✔️Used to visualize and resolve conflicts from within the
Copado interface when a Git merge isn't possible
ALM System - ✔️✔️application lifecycle management (Jira, VSTS)
Built In Agile Tools (4) - ✔️✔️Work Manager
Sprint Wall
Agile Dashboards
Copado Permissioner
Work Manager - ✔️✔️Agile tool Intended to streamline agile development at every
phase of the project
, Sprint Wall - ✔️✔️Agile tool to manage sprints in agile way. View provides useful
information about the status of the sprint and a whole picture of its content
Agile Dashboards - ✔️✔️Out-of-the-box dashboards to better monitor the work of your
team
Copado Permissioner - ✔️✔️Agile tool that allows you to have more granular control
over permission set assignments to users
Quality Assurance Tools (3) - ✔️✔️Static Code Analysis
Selenium
Validation Deployments
Selenium - ✔️✔️Analysis tool that executes automated regression tests.
Comes with Selenium step recorder extension called Copado Recorder
Validation Deployments - ✔️✔️Ensure that the validation deployment is made out of
the merged components thus avoiding unpleasant surprises. Can be used for individual
story or entire releases.
Copado Recorder - ✔️✔️Translates simple point-and-click activity into effective UI tests
without requiring your team to know Selenium or write lines of code
Compliance Hub - ✔️✔️Monitoring and compliance tool that scans all the metadata
changes made in your environments in order to spot and identify security breaches
-can choose which metadata types you want to be monitored and enforce compliance
rules according to your business needs
-can set a severity for each rule based on how critical the rule is for your company
Copado Continuous Delivery - ✔️✔️Continuous Delivery tool that enables scheduling
of promotions and back promotions and automate quality gates
Copado Data Deploy - ✔️✔️Tool to create point-and-click data templates with no
technical knowledge in order to build relational queries
360 Vision Tools (3) - ✔️✔️DevOps 360
Value Stream Maps
DevOps Analytics
DevOps 360 - ✔️✔️Tool that accurately measure the performance of your Salesforce
implementation
