What Salesforce Licenses or Permissions Do I Need to Start Using Copado?
You don’t need a system administrator profile in the org where Copado is installed, you just need the basic permissions to access Copado objects and pages. Copado is shipped with a permission set called Copado User that can be assigned to users to make sure they have the necessary permissions.
Given that Copado is a managed package that is installed in a production org, all users that will be working with Copado must have a Salesforce license that, at least, grants them access to managed package objects (AppExchange App) and the Push Topics object (a Salesforce object).
The minimum Salesforce license required for any Copado user is the Platform Starter license. However, if you can, choose the Platform Plus license as we optimize the API calls, but generate a lot of records. For more information about these two Salesforce licenses, review the Lightning Platform Starter and Lightning Platform Plus Details article.
- Metadata deployments: the credentials of the source and destination orgs must correspond to a user that has the Modify All Data permission, otherwise metadata deployments will fail due to a lack of permissions.
- Data deployments: the credentials of the source and destination orgs must correspond to a user that has the API Enabled permission and has access to the objects whose records are being deployed, otherwise data deployments will fail due to a lack of permissions.
Strict Access to Production
Copado users don't have to be system administrators in production or have access to production data. Copado is shipped with a permission set called Copado User that can be assigned to users to make sure they have the necessary permissions. If you do not want users to have the Copado User permission set because you think they don’t need access to all Copado objects, you can clone that permission set and remove the access users don’t need.
If your release management or development team has no access to production at all, you can also install Copado in a tooling org (which is an empty production org). In this tooling org you can integrate all your Salesforce orgs via an OAuth authentication with the credentials and, as usual, perform deployments between your different orgs.
Check out Salesforce’s article User Licenses to learn more about Salesforce licenses or contact your Salesforce representative for further assistance regarding Salesforce licenses.