Sharing Credentials

Updated 3 months ago by Copado Solutions

When several developers are working on the same environment, they may need to share the same set of credentials. This will prevent each developer from having their own set of credentials, which would result in an excessive number of credentials that could complicate the work process. Furthermore, sharing credentials will reduce the number of records created and the process will not be affected if the team members change.

When the members of a team want to work with the same set of credentials, we recommend the creation of default credentials. Then, these default credentials will need to be shared with the other members of the team through Salesforce public groups or roles. To do this, please follow the approach below:

  • Create an integration or deployment user for each environment.
  • Create one credential per environment in Copado. It is recommended to use a name that indicates the importance of this credential, such as DEV, DEV_MAIN or DEV_ADMIN.
  • Select the Default Credential checkbox. This option will allow the other team members to use this credential to make commits or promotions.
  • Authenticate the credential with the deployment/integration user that you created in the first step.
Please make sure you do not authenticate the credential with your user, as the default credential would be linked to your user instead of the deployment/integration user.
  • Create a Salesforce public group or role with your team members and assign the credentials to that group/role with the corresponding permissions (read or read/write), so that your team members can use the credentials. To assign the credentials to your team group, click the Sharing button on the credential record.
  • Once the default credentials are shared with the corresponding group, when your team members log in for the first time, they will need to create their personal Copado connection to start using the tool.

For further information about default credentials and how to create a credential, please refer to the articles How to Create a Credential and Default Credential.

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