Glossary of Terms

Updated 2 days ago by Copado Solutions

This glossary provides you with a definition of all Copado products and terms, grouped by categories, that are frequently used in our documentation.

Copado Licenses

Term

Definition

Copado Branch Management

Feature-based license that enables a connection between two orgs in a pipeline in order for Copado to create feature branches and execute Git-based promotions between the orgs.

Copado Compliance Hub

User-based license that allows you to monitor and enforce compliance rules on your business for all metadata changes made within your environments.

Copado Data Deploy

User-based license that allows you to configure a data set deployment by using point-and-click data templates.

Copado Permissioner

Copado Permissioner is an application that allows you to have better control of permission set assignments to users.

Copado Selenium Testing

User license that allows you to record, store, run and schedule Selenium tests within Copado.

Copado User

User-based license that is designed to help you better manage the release management process of requirements from one or multiple sandboxes to production.

Guest

License that gives you access to manage planning records such as user stories, sprints, epics, etc., and functionality such as Kanban Boards, Sprint Wall, and Work Manager.

Copado CI/CD

Term

Definition

API Key

An API key is a unique code passed into an API to identify the application or user making the API request.

Continuous Integration

A continuous integration is a trigger that automatically deploys new changes committed in a specific Git branch to a specific Salesforce org.

Copado Core

Term

Definition

Application

An application is a program that has been designed to create value for a group of customers.

Back Promotion

A back promotion is a process that allows you to promote user stories from higher environments to lower environments.

Credential

A credential is a connection between a user and an environment.

Deployment

A deployment is the process of moving one or multiple changes from one environment to another.

Deployment Step

A deployment step is an action that is performed during a deployment.

Deployment

A deployment is the process of moving one or multiple changes from one environment to another.

Deployment Step

A deployment step is an action that is performed during a deployment.

Destination Branch

A destination branch is a copy of the content included in the destination environment.

Environment

An environment in Copado is a representation of a Salesforce organization or instance of an application in other clouds such as Heroku or MuleSoft.

Environment Variables

Environment Variables is a feature that allows you to make commits, deployments, branch validation and Selenium test cases environment agnostic.

Epic

An epic is a large user story that needs to be split up into smaller user stories prior to its implementation.

Feature

A feature is an Agile and scrum element that can be described as a large piece of work that delivers some type of business value.

Feature Branch

A feature branch is an auxiliary branch that Copado creates when you commit changes to a user story.

Git Repository

A Git repository is a storage location where the versions of your files are stored. This may be a hosted location or your own Git server.

Git Snapshot

A Git snapshot in Copado is a connection between a Salesforce org and a Git repository/branch.

Org Difference

An org difference is a comparison between two Salesforce orgs.

Project

A project is a proposed or planned undertaking of changes that are going to be made in Salesforce.

Promotion

A promotion is a container used to deploy one or multiple user stories from one environment to another following a designated pipeline.

Promotion Branch

A promotion branch is a branch created by Copado’s backend that combines the content in the feature branch with the content in the destination environment.

Release

A release is a feature that allows you to group user stories to promote them together as well as to keep track of the version of changes that your application experiences after every deployment.

Snapshot Difference

A snapshot difference is a comparison between two Salesforce orgs, two Git commits or a Salesforce org and a Git commit.

Team

A team is a group of people that work together on the same project.

Theme

A theme is a group of user stories that contribute to a common goal. It is the highest level in the user story hierarchy.

User Story

A user story is an element used in Agile software development that contains a short, simple and complete description of a task that needs to be completed by a user.

Copado Continuous Delivery

Term

Definition

Automation

An automation is a set of tests or flows that will run as part of a continuous delivery process to ensure quality by identifying failures prior to deploying. 

Connection Behavior

A connection behavior is a template that is used to define the promotion and back-promotion behaviors, and automations and quality gates that will be applied throughout your DevOps process.

Metadata Item

A metadata item is a representation of a Salesforce metadata type.

Metadata Group

A metadata group is a collection of metadata items to which you can apply different automations or quality gates.

Pipeline

A pipeline is a unidirectional flow that defines the order in which changes will be migrated, starting with the development orgs and finishing in a production org.

Copado Data Deploy

Term 

Definition

Data Set

A data set is a container that stores, in CSV files, a snapshot of the data included in a particular environment for use in the future.

Data Template

A data template is a configuration file that defines a data structure you want to migrate between Salesforce orgs.

Copado Platform

Term

Definition

Automation Template

Reusable template that contains a set of steps that can be executed in the future.

Dynamic Variables

Set of predefined variables that can be used in a Salesforce Flow deployment step.

Copado Functions

Term

Definition

Function

A function is a script that contains a series of commands and can be executed from Copado.

System Property

A system property is a value that is stored in Copado and can be referenced in a function.

Quality and Compliance

Term

Definition

Compliance Rule

A compliance rule contains the criteria relevant to an organization that Copado's scanner uses to query and analyze your org's metadata and match when a metadata item is out of compliance.

Compliance Rule Group

Compilation of compliance rules that can be assigned to an environment.

Compliance Scan

Copado Compliance Hub’s analysis performed to monitor metadata changes in your environments or Git branches.

Persona

A persona represents a group of users clustered based on shared behavior, motivations, goals, pain points, or other characteristics.

Pull Request

A pull request is a mechanism that allows you to let your team know about the changes you have pushed to a branch in a repository so that you all can discuss them.

Selenium Test Case

A Selenium test case is a set of conditions or actions that are performed to verify the expected functionality of an app.

Selenium Test Group

A Selenium test group is a group of test suites to be executed in parallel in one or more environments, as one or more users (credentials).

Selenium Test Run

A Selenium test run is the execution of a test suite in a credential with the given Selenium settings.

Selenium Test Suite

A Selenium test suite is a collection of test cases.

Test Script

A test script is a list of predefined steps that you need to follow to test the specifications of a system.

Copado DX

Term

Definition

Package

A package is a logical set of metadata that represents a subset of an org.

Scratch Org

A scratch org is a source-driven and disposable deployment of Salesforce code and metadata.

Second-Generation Package

A feature that enables system integrators to create packages in a source-driven development environment and distribute them to customers.

Unlocked Package

A feature that gives Salesforce customers means to organize their metadata into a package and then deploy the metadata (via packages) to different orgs.

Agile

Term

Definition

Agile

Agile is a collaborative approach to software development based on incremental and iterative developments.

Burndown Chart

A burndown chart is a graphical view that compares the current progress of the items in a sprint with the planned progress.

Kanban

Kanban is an Agile framework based on a JIT (Just-In-Time) approach and incremental improvements, where all the work is organized on a Kanban board.

Kanban Board

A Kanban board is a tool that helps you visualize Salesforce records distributed among different columns as well as filter them to fit your needs.

Scrum

Scrum is an Agile methodology used in software development that helps teams work together using iterations called sprints.

Sprint

A sprint (or iteration) is a time-boxed period during which a team needs to complete a certain amount of work. The duration of the sprint is set in advance and usually ranges from one week to a month, a two-week period being the most common.

Sprint Wall

A sprint wall is a view that shows you the status of the sprint and a whole picture of its content.


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