Credential Overview

Updated 1 week ago by Copado Solutions

A credential represents a user connection to an environment. It can be tied to a Salesforce environment or other instances such as a Heroku app if you are working with a non-Salesforce pipeline.

To work with Copado, you need to create an org credential with your user in the org where Copado is installed. This process is required for each Copado user to perform the following actions:

  • Schedule a deployment.
  • Run or schedule a Git snapshot.
  • Run or schedule Apex tests in an org.
  • Add more org credentials to the same Salesforce server (pod).
  • Renew expired sessions or sessions in long-running processes.

When you create a credential, the level of access to the associated Salesforce org is the same as that of the username you are using to authenticate the credential.

Copado’s data model is based on credentials. Therefore, you always need a credential to work with Copado, even if you are working with a non-Salesforce pipeline:

  • Non-Salesforce pipelines: You have to create the environment first, then Copado creates the corresponding credential automatically. This credential doesn’t need to be validated.
  • Salesforce pipelines: If you are working with a traditional Salesforce pipeline (i.e., a pipeline based on Salesforce orgs), you first need to create the credentials and authenticate them. Then, Copado automatically builds the Environment records for you.

For more information about credentials and how to create a credential, please check out the article How to Create an Org Credential.

How did we do?