Project Overview and Setup

Updated 2 months ago by Copado Solutions


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

Create a Project

  1. Navigate to the Projects tab.
  2. Click New.
  3. Fill in the data as required and click Save.

Relevant Fields



Start Date/ End Date

Set the dates during which the project takes place.

Index Metadata

Select this to enable the User Story Metadata Index feature used to track metadata components added/committed to the user stories. 


To monitor your project's lifecycle you can apply different status options:

  • Draft
  • Planned
  • In Progress
  • Completed.


If working with Copado Plan, the project must be linked to a pipeline. The pipeline determines the destination environment of the user stories included in the project.

If you installed the Copado Integrations application, to integrate with your external user story management system and import these into Copado, see the application documentation available in the GitHub project.

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