Salesforce Source Format Pipelines

COPADO Source Format Setup Guide

A Sandbox is mandatory for connecting any org within the pipeline from the COPADO Governance Org. You have two options:

A

Use an Existing Production Org

Log in to your Salesforce Production org and create a new Sandbox (Setup → Sandboxes → New Sandbox). Use this sandbox as your pipeline environment.

B

Sign Up for a Free Trial Org

Don't have a Production org? Sign up for a free Salesforce Enterprise Trial, then create a Sandbox from within it.

🔗 Sign Up for Free Trial →

Setup Progress 13 Steps Total

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Phase 1 — Initial Setup & Authentication

Steps 1–5

01

Create ORG via COPADO Academy

Log in to COPADO Academy and provision a new Salesforce org. This org will serve as your development/trial environment for setting up the COPADO pipeline.

REQUIRED FIRST

02

Fix the Padding Error

After org creation, resolve any initial padding or configuration errors that may appear in the COPADO setup screen before proceeding further.

CONFIGURATION

03

Authenticate with COPADO Governance Org

Connect to the COPADO Governance Org — this can be your actual Salesforce Production org or a dedicated org where COPADO packages are installed. Ensure proper OAuth credentials are provided.

AUTHENTICATION

04

Change Environment to SFDX

Navigate to the connected org settings and change the Environment type to SFDX. This enables Salesforce DX (source-format) capabilities for the pipeline.

ENVIRONMENT CONFIG

05

Generate API Key from Account Summary

Navigate to Account Summary within COPADO and generate an API key. This key is used for secure communication with the COPADO server and must be stored safely.

API KEY

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Phase 2 — Licensing, Permissions & Extensions

Steps 6–9

06

Verify COPADO Admin Licence Access

Confirm that the user performing the setup has been assigned a COPADO Admin licence. Without this, several configuration steps will be restricted.

ADMIN ACCESS

07

Generate SFDX & Bundle in COPADO Extensions

Navigate to COPADO Extensions. If not already generated, click Generate for SFDX and Bundle. These are essential for the SFDX pipeline to function correctly.

EXTENSIONS

08

Assign Required Permission Sets to User

Assign all of the following permission sets to the user who will be working with COPADO:

Copado User

Copado Functions Admin

Copado Job Engine

Execute Automations

Git Snapshot Admin

CMC SFDX Admin

Persona Management

PERMISSIONS

09

Assign Persona via Persona Management

Navigate to Persona Management, assign the appropriate Persona to the user, and click Start Now to activate it.

PERSONA

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Phase 3 — Pipeline Creation & Configuration

Steps 10–13

10

Quick Start in CMC SFDX Application

Navigate to the CMC SFDX Application and click Quick Start to initiate the guided pipeline setup wizard.

QUICK START

11

Follow the Pipeline Creation Steps

Complete each step of the pipeline creation wizard — including connecting Git repository, configuring environments (Dev, QA, UAT, Prod), and defining deployment paths.

PIPELINE SETUP

12

Create Project & Link to Pipeline

Create a new COPADO Project and associate it with the pipeline you just created. Projects group user stories and deployment work within the pipeline context.

PROJECT LINK

13

Pipeline Walkthrough & Validation

Navigate to the pipeline view and review all important configuration details: environments, connections, Git branches, deployment stages, and quality gates. Validate that all steps are correctly wired.

VALIDATION

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Important Note — Fresh Installation

If you are setting up COPADO from scratch (i.e., you have installed the packages directly from the COPADO Exchange rather than using COPADO Academy), additional configuration steps are required. These cover package installation order, permission set configuration, and initial org setup that differs from the Academy-provisioned environment.

📖 View Full Configuration Steps →

Say Yes to New Adventures

“The goal of DevOps is not faster deployments, but safer and repeatable ones.”

Amit Singh

I don’t just build Salesforce solutions - I build systems, communities, and engineers who can ship with confidence. 🚀

COPADOSource Format Pipeline

Say Yes to New Adventures

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