DX Planning Operations

Updated 1 month ago by Copado Solutions

DX Planning operations are intended to help you with your transition to Salesforce DX. In this article, we will describe these operations in more detail.

To go to planning operations, navigate to the Copado DX Panel tab and select Planning Operations from the Select a DX Operation drop-down menu.

Managing Packages

You can manage the metadata used for your packages from the Manage Packages operation page. From there, you can review the created packages filtered by the credential used for their creation.

 Since packages can be of a Git and an unmanaged package type, the process of creation is different.

How to Manage a Git Package
  1. Select the credential used as a source for the creation of the package.
  2. Click on Manage Metadata.
  3. Choose the required metadata from the grid.
  4. Save.
How to Manage a Salesforce Package
  1. Select the credential used as a source for the creation of the package. 
  2. Click on Manage Package Selection.
  3. Choose the required unmanaged package from the grid.
  4. Save.

Managing Definition Templates 

Setting up different scratch org definition templates allows you to easily create scratch orgs with different shapes based on the predefined templates.

In order to leverage scratch orgs, developers and admins need to have deep knowledge and understanding of all Salesforce's features and org preferences. They also need to know which features and preferences they have in their production environment because the feature they need to develop may depend on those features or org preferences. For instance, in order to work on the communities related development, communities should be enabled in the scratch org.

A template holds all the configurations and features to be enabled in a scratch org. Release managers, project managers, or system administrators can create these templates so that developers and admins can just select the template to create a scratch org.

A definition template does NOT hold the metadata for a scratch org. 
  • Choose an Org Definition Template Name
  • From the Detail section, fill in the mandatory fields:
    • Select the Dev Hub org. 
    • Choose a scratch org edition.
    • Set duration in days.
  • Complete the additional configuration:
    • Features to enable
    • Country
    • Language 
    • Preferences
  • Click on Save As Template.

Managing Project Templates

The project template holds the initial metadata that Copado will push to the scratch org, all the selected metadata sources will be included in the project definition as package directories, and these will be pushed to the scratch org to complete the initial setup. 

Project templates only hold the metadata to push into the scratch org, Enabled features, org edition or any other configuration are NOT defined in the project template. 

Project templates are created from Git packages or Salesforce packages.

In order to create a project template:

  1. Click on Manage Project Template.
  2. Select Git Packages or Salesforce Packages.
  3. If you want to clone an existing template, look up the project template.
  4. Set the template name.
  5. Select the credential.
  6. Click on Save As Template.

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