COPADO Champion: Mastering CI/CD and DevOps for Salesforce

Copado provides an end-to-end, low-code devops platform for Salesforce, offering git-backed version control, pipeline overviews, AI-driven testing, and continuous delivery.

Explore the Copado pipeline and its orgs—from dev environments to integration, sit, qa, uat, and production—alongside user stories that carry metadata and promote through the release path.

Learn how Copado handles credential and environment management, including auth-based credentials, sandbox vs production, default credentials for deployments, and automatic environment creation from authenticated credentials.

Discover how version control acts as a single source of truth by tracking changes and who made them, enabling backups, collaboration, while git enables branching and pull requests before merging.

Explore essential version control terms and workflows, including files, git commit, git merge, repository structures, release and feature branches, and the path from feature work to production.

Explore Copado’s branching strategy, where each Salesforce environment maps to a repository branch—master for production, UAT, sit, and dev branches for other environments—using feature and promotion branches.

Create a feature branch from main or master for a user story, named feature slash user story number; Copado merges it into dev orgs branch to keep metadata in sync.

Promote user stories to UAT and beyond with Copado: mark ready, create a promotion in Pipeline Manager, merge into the promotion branch, then run validation or deployment with approvals.

Explore how Copado links projects, releases, and pipelines to manage Salesforce user stories, including metadata selection, deployment tasks, testing, promotions, and validation.

Learn how Copado manages user story commits and recommits, including creating or updating feature branches, performing git operations, and validating, merging, or recreating branches during deployment.

Commit field-level permission changes for the total revenue field by selecting retrieve only, assign admin profile and demo permission set, and review the pull request with four files changed.

Create a new field on the account object and commit the change to the user story in Copado, then refresh all metadata or recent changes to reveal the new field.

Commit a full profile or permission set by cloning the user story, configuring the dev environment, granting read and edit access to the custom field, and opening the pull request.

Promote a user story through a Copado ci/cd pipeline, creating promotion and deployment records, performing a validation deployment, and resolving merge conflicts to keep destination branch and org in sync.

Promote multiple user stories from int to uat with a single promotion and verify deployment, the total revenue field, and field level security for the system administrator profile.

Learn to validate user story changes using the validate changes button, generate promotion and validation deployment records, and explore an alternative promote and deploy workflow via the pipeline manager.

Move changes from higher to lower environments with back promotion in Copado, keep sandboxes in sync, and propagate hotfixes across environments.

Explore destructive changes in Copado, including how to specify deletions with destructive changes.xml, handle dependencies with apex class and custom fields, and execute deletions in the correct order across environments.

Learn how Copado resolves merge conflicts during Salesforce deployments, using the auto resolve feature for many files and manual resolution for complex metadata like apex classes and layouts.

Learn static and dynamic code analysis and how Copado uses PMD and code scan to detect defects in Apex, Java, and more, with a priority-based scoring system.

Configure a single static code analysis tool (PMD or code scan) in Copado, link it to the pipeline, and review results and violations across environments, user stories, and promotions.

Learn to run Apex tests in Copado from user stories, deployment records, credentials, or automated schedules, view results, and schedule daily, weekly, or monthly tests.