Project Overview and Setup
A project is a proposed or planned undertaking of changes that are going to be made in Salesforce.
Creating a Project
- Navigate to the Projects tab.
- Click on New.
- Fill in the data as required and click on Save.
Start Date/End Date: Set the dates during which the project takes place.
Index Metadata: Selecting this checkbox enables the User Story Metadata Index feature used to track metadata components that have been added/committed to the user stories.
Status: To monitor your project's lifecycle you can apply different status options: Draft, Planned, In Progress or Completed.
Pipeline: If working with Copado Change Management, the project must be linked to a pipeline. The pipeline determines the destination environment of the user stories included in the project.