Salesforce

Salto’s Salesforce adapter allows you to:

  • Fetch and deploy common Salesforce metadata items, e.g., custom objects and fields, apex classes and triggers, email templates, layouts, process builders, profiles.
  • In many cases a salesforce org is also configured via data records, e.g., CPQ, SBAA. Salto introduces a unified approach for managing both data records and metadata items from a single place.
  • Validate and deploy configuration changes from one Salesforce org to another.
  • Compare orgs.
  • Audit / document configuration changes.
  • Monitor specific changes of interest in your Salesforce orgs, e.g., Profiles or Permissions.

Authentication Instructions

In order to connect Salesforce to Salto you can either:

  • Connect via OAuth:
    • Choose OAuth authorization method and click 'Authenticate'.
    • If you are connecting to a sandbox, check 'Sandbox account'.
    • You will be prompted to choose one of your authenticated orgs or login to a new one.
    • Click 'Allow'.
  • Connect with your username, password and token:
    • Choose 'Username / Password' Authorization Method.
    • If you are connecting to a sandbox, check 'Sandbox account'.
    • Enter your username, password and token (leave the token field empty if your org uses IP whitelisting).

Fetch Configuration Properties

Fetch Configuration

To learn what is the default salesforce configuration and how you can modify it to support different use-cases like fetching profiles and CPQ, check out this guide.

Fetch Targets

It’s possible to reduce fetch time by specifying specific metadata types. Once specified, Salto will fetch only instances of specified metadata types.

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Note: Deletions can not be detected when specifying fetch targets.

Running salesforce tests

When deploying changes to a salesforce org, you can configure how and which tests are run, by opening the deploy configuration modal:

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If you choose "Run Specific Tests", you'll need to supply the lists of tests to run.

Validation deployments

When deploying changes to a salesforce org, you can validate the changes without deploying them, and view the success or failure messages you would receive with an actual deploy.

To do that, go to your Salesforce deploy advance configuration, and turn on the "Validate Only" toggle:

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Continue with your deployment as usual; the deployment result will indicate "success" or "failure" according to the validation result. If the validation failed, you can open the "Deploy Events" tab in bottom bar to review the detailed error.

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Note: CPQ and other data records can not be validated, and will not be included in validate-only deployment plans

FAQs

What impact does Salto have on my API limits?

Concurrency

Total Requests

Request Size

What are the limits?

API Request Limits and Allocations

API Request Limits and Allocations

Metadata Limits

How can you monitor?

N/A

Go to Setup → System Overview → API Usage

  • Deploy's API consumption variance is high, since it depends on the scope of changes you choose to deploy, and therefore harder to gauge
  • Fetch's API consumptions varies based on the total number of configuration elements in your account, e.g. more custom objects means more API calls, and therefore might be stabler, depending on the rate of change in your organization
How to gauge fetch's API usage on your account (click to expand)
  • On the System Overview page, note the number of API requests in the last 24 hours
  • Run Fetch, wait for it to complete
  • Wait an additional 5 minutes to let Salesforce update their API calls numbers
  • Refresh the System Overview page and note the new number of API requests — the difference should be the number of API calls Fetch used
    • This might not be true if other API-consuming processes ran in parallel to Fetch

N/A

How can you adjust usage or capacity?

See maxConcurrentRetrieveRequests in Salesforce adapter configuration.

See metadataTypesSkippedList and instancesRegexSkippedList in Salesforce adapter configuration.

See maxItemsInRetrieveRequest in Salesforce adapter configuration.

What are the advantages of Salto over Salesforce’s native ‘Where is this used’ feature?

Salesforce’s 'Where is this used' only works for Custom Fields while Salto supports standard fields as well as any other metadata type, e.g., Email Templates, Flows, Escalation Rules, Assignment Rules etc.

In addition, Salto enables free text searches across all configuration which allows you to find hardcoded values such as email addresses, profile IDs, and more.

Please refer to this blog post and step by step guides for more information


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