Implementing Copado

Updated 2 months ago by David Venegas

Getting ready to implement Copado? This article lists several items that you need to take care of when rolling out Copado in your organization.

  • Get Salesforce licenses for the users that will work with Copado, more details here
  • Install and setup Copado by following the Quick Start guide.
    • Add the users to the Copado Deployer package in Setup > Installed Packages
    • Assign Copado Licenses to Users in All Tabs > Copado License Manager
  • Define your Release Process with the steps you would like to work with starting when stories are created and defined, until they are released.
    • Get a graphical overview of the steps.
    • Decide if admins and developers should submit their user stories for approval
    • Define which Copado quality gates you will enforce at the beginning. Quality gates include Running Apex Tests, Static Code Analysis, Pull Request Reviews, Compliance Scans, Selenium Testing
    • If your process includes review quality gates (e.g. Business Testing, Peer Review, Documentation Review) consider creating custom fields, validation rules and process builder flows to enforce those quality gates
    • Consider modifying the main layouts developers will be working with (e.g. User Story, Project, Epic, Sprint) and add or remove fields if required. Having a defined process will help you focus on what to modify
  • If you want to provide your developers a more restrictive access to Copado, create a permission set that grants Copado access to the users that will work with Copado
    • The Copado package provides a Copado User permission set with access to all Copado functionality. You can clone this permission set and customize it for other types of users (e.g. Developers, QA, Scrum Master).
    • Please consider that the license type will already restrict CCM users (no deployments to production, unable to create org differences, unable to create and execute snapshots, no ability to create compliance rules, no ability to create Selenium tests)
  • Organize training sessions for your users to see and practice what they need to do in Copado.
  • Create an internal documentation with the list of steps that users need to follow to accomplish the most frequents tasks (how to commit, how to fix a bug, special commit cases). Share this document with all users so they can access it anytime. Developer and admin tasks usually include the following:
    • Create an Org Credential for Copado as well as the orgs from where they will need to commit and to which they will deploy.
      • Each user must create an Org Credential for the Org where Copado is installed first! Otherwise the user will not be able to use Copado properly
    • Select or Commit metadata components in a user story
    • Validate the user story deployment
    • Deploy user story or Submit for Approval
As each implementation of Copado is depending on individual Client requirements, a Copado expert can guide you and your team with a tailored implementation and best practices on Release Management for Salesforce. For more information contact your account executive or

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