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 and Connection Configuration File

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 our written guide or step-by-step video guide.

Excluded Types

The following types are not fetched by default and require modifications to the configuration file:

• Email Template (video guide)
• Profile (video guide)
• Permission Set
• Report
• Report Type
• Report Folder
• Dashboard
• Dashboard Folder
• Site Dot Com
• Content Asset
• Custom Object Translation
• Standard Value Set
• Connected App
• Additional configuration data records, e.g. CPQ (video 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.

Salesforce tests

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

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:

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