Copado Analytics Considerations

Updated 4 months ago by Copado Solutions

High Level Architecture

What Type of Data Will Be Utilized in the Copado Analytics Managed Package?

Copado will be utilizing data from the following objects for Copado Analytics:


User Story


User Story History 


User Story Metadata


Promoted User Story 




Deployment History 

Sprint History







Security Overview

  • Copado DevOps360 does not extract any PII, PHI, PCI or other personal sensitive information for Salesforce Delivery Management.
  • The Copado Analytics Data Admin permission set is included in the managed package and limits the user to Copado objects only.
  • Client’s users access embedded Tableau dashboards automatically authenticated via SSO / SAML.
  • Client’s Salesforce org is the primary IdP (Identity Provider) for SAML user authentication.
  • All connections are encrypted by default using industry-standard cryptographic protocols (TLS 1.2+).
  • Data is encrypted at rest and in transit. 

Installations Considerations

The installation of Copado’s Analytics package will require a professional services engagement with Copado. For more information about the steps and requirements you need to follow to get Copado Analytics up and running in your organization, check out the article Installation Instructions for Copado Analytics.

Field History Tracking Data 

Analytics will utilize field history tracking data. Please enable field history tracking for the User Story and Sprint objects. Include the following fields:

User Story:

  • Sprint
  • Status
  • First Ready to Promote Time
  • First Time Promoted to Production
  • copado__Story_Points_Other__c
  • copado__Story_Points_SFDC__c

Note: If you do not have the fields copado__Story_Points_Other__c and copado__Story_Points_SFDC__c in the user story layout, it is recommended that you add them.


  • Start Date
  • End Date 
  • Project
  • Team
  • Story Points

Permission Sets

Analytics includes several permission sets depending on the level of access your users should have. Assign the right permission set to the relevant users:

  • Copado Analytics Data Admin
  • Copado Analytics User

**Customer is responsible for limiting the integration user permissions with the use of Salesforce profiles so that objects and fields outside of what is included in the Data Admin permission set are not exposed to the user. Any manipulation by the customer of the DevOps 360 Integration User through its profile or additive permission sets potentially introduces extraneous or sensitive information into DevOps360 data warehouse at the customer's own risk.

Layout Adjustments

User Story

The User Story record type and the Bug record type include different fields and should have a different page layout:

  • User Story Layout: Add the Lead Time (text), First Ready to Promote Time and First Time Promoted to Production fields to this layout.
  • Bug Layout: If you don’t have a separate layout for the Bug record type already, create a new layout based on the User Story Layout and add the Elapsed Time to Resolve (text), Severity, Found in Promotion and Business Disruption Failure? fields to this layout. Do not forget to assign the profile to this new layout.

Edit the Promotion Layout and add the Caused Business Disruption? and Destination is a Production Org? fields.


Edit the Environment Layout and add the field Production Org?

Additional Adjustments

Navigate to the Environment record that corresponds to your production organization and check the Production Org? field.

Third-Party Services 

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