Creating an Environment

The concept of environments is taken from the DevOps domain where developers use different environments like staging, UAT, and production to release software updates. Similarly, Salto environments could match your existing business applications environments. An environment could be linked to a collection of supported business applications: Salesforce, Netsuite, Zendesk, Jira, etc..

Environments allow you to fetch the configuration and metadata of its linked business applications, share the fetched configuration across the team, perform impact analysis searches, set-up notifications for configuration changes, audit changes and align an environment to another one.

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Free Tier accounts are limited to one environment.

Create an Environment 🌲

  • In order to create an environment, click the plus sign right to the Environments view on the left vertical panel.
  • Add your desired environment name. Pick a meaningful name, e.g. "Production", "Staging" or "UAT". If you intend to connect this environment to a single business application account, you may want to indicate the type of that business application in the environment name, e.g. “Salesforce Production”.

  • You are ready now to add your business application(s). Click on ‘Add an Application' in order to add the first business application to your new environment

  • Choose the type of application you would like to add.
    You can choose to share your credentials with Workspaces. Doing so allows users in your organization to access your newly created environment when working in their personal workspaces.
    The credentials themselves aren’t exposed in plain text anywhere, but rather only the access to the environment.

  • Enter your credentials for accessing the business application. Whenever available, we allow you to connect your business application via OAuth :key:

  • You can connect multiple applications of the same type to a single environment. This may be desired in cases where you have multiple production accounts for the same application type, e.g., Salesforce. If you do this, make sure to name each application connection with a unique and meaningful name.

  • Once your business applications are authenticated, you are ready to fetch their configuration data.
    Click on the ‘Run Fetch’ button in the center of the screen or the button saying ‘No fetches yet’ on the top right corner and select ‘Run Fetch’ from the menu.

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Congrats! You just performed a manual fetch. You should have now your configuration data in Salto.

:wrench: Environment settings

To go to environment settings, choose your environment and click the upper Settings tab. In this tab you can:

  • Edit the environment name
  • View, modify and add application connections
    • Click ‘+Add new application’ to add a new connection
    • Click 'Edit' to toggle the setting of shared/private credentials, change the application connection advanced settings or delete the connection.
  • Set a periodic fetch frequency :clock1:
    :grey-exclamation: Hourly and Daily options are available in the Enterprise version
  • Delete the environment

What’s Next
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