Pipeline Connections

Updated 4 months ago by Copado Solutions

A pipeline organizes your Salesforce environments into a flow that defines the order in which changes will be migrated, starting with the development orgs and finishing in a production org.

When you create different environments in your pipeline (dev1, dev2, UAT, production, etc.), pipeline connections are created to establish the links between those environments.

You can manually create a pipeline or do it using the pipeline wizard, which allows you to choose your environments and define how they are connected. After you have configured your pipeline, you can continue to edit it and remove or add new pipeline connections.

How to Add a New Pipeline Connection

There are two ways in which you can create a pipeline connection:

Creating a Pipeline Connection from the Pipeline Configuration Page

To create a pipeline connection from the Pipeline Configuration page, follow the steps below:

  1. Navigate to the Pipeline Manager tab and click on Configure Pipeline to go to the Pipeline Configuration page:

  1. Click on the + icon next to the environment where you want to create the connection:

  1. Give your environment a name and choose the environment type:

  1. If the environment name is referencing an org credential that has already been authenticated, click on Continue. Otherwise, if this is a new environment and does not have an org credential associated, you will be asked to authenticate the org credential.
It is currently not possible to authenticate a scratch org from the Pipeline Configuration page. This option will be added in a future release.
To authenticate a scratch org, go to the Org Credentials tab, create a new credential and click on Authenticate.

  1. After clicking Continue, or once you have authenticated the org credential, the wizard will create its corresponding Git snapshot and a branch in your Git repository with the same name, in lowercase, as the environment. If the name of the environment contains a space, this will be converted into an underscore.
  2. Click on Enjoy to return to the pipeline:

To create a connection from the Pipeline Connections related list on the Pipeline record, follow these steps:

  1. Open the Pipeline record and navigate to the Pipeline Connections related list.
  2. Click on New:

  1. Add a source and a destination environment.
  2. Enter a branch. This should be the branch linked to the source environment in your pipeline connection.
  3. Fill in any other relevant fields and click on Save.

How to Delete a Pipeline Connection

  1. Open the Pipeline record and navigate to the Pipeline Connections related list.
  2. Go to the relevant pipeline connection and click on Delete:

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