Version 11 - Upgrade Instructions

Updated 5 days ago by Estela García

Important: This is a major release. Please, read the Upgrade Instructions before upgrading, and follow them carefully afterwards.Test on a Sandbox First.

Important: 

  • Everyone coming from v9.X or older or any v10.X customer receiving a dependency error while installing v11, must  Install this patch before proceeding with v11. This patch is required as we have deprecated a VF page and the platform doesn't allow us to do it directly, customers are forced to first apply a patch and then install the new release.
  •  If you are using Copado_User permission set, it is not required to follow the OLS, FLS, and Tab Visibility upgrade instructions.

OLS, FLS for New Objects Fields and Tab Visibility

Scratch_Org_Definition__c

  • Scratch_Org_Definition__c.Scratch_Org_Definition_JSON__c
  • Scratch_Org_Definition__c.Duration_in_days__c
  • Scratch_Org_Definition__c.Developer_Hub_Org__c

Org__c : (Org Credential)

  • Org__c.copado__Org_Type__c
  • Org__c.copado__Developer_Hub_Org__c
  • Org__c.copado__Type_Icon__c
  • Org__c.copado__is_Developer_Hub_Org__c
  • Org__c.copado__Default_Scratch_Org_Definition__c
  • Org__c.copado__Scratch_Org_Expiration_Date__c
  • Org__c.copado__Scratch_Org_Status__c

Artifact_Version__c

  • Artifact_Version__c.copado__View_In_Git__c
  • Artifact_Version__c.copado__Release_Status__c
  • Artifact_Version__c.copado__Release__c
  • Artifact_Version__c.copado__Artifact__c
  • Artifact_Version__c.copado__Version__c

Scratch_Org_Project_Template__c

  • Scratch_Org_Project_Template__c.copado__SFDC_Login_Url__c
  • Scratch_Org_Project_Template__c.copado__Api_Version__c
  • Scratch_Org_Project_Template__c.copado__Project_JSON__c
  • Scratch_Org_Project_Template__c.copado__Developer_Hub_Org__c
  • Scratch_Org_Project_Template__c.copado__Namespace__c
  • Scratch_Org_Project_Template__c.copado__Source_Org_Credential__c

Artifact__c

  • Artifact__c.copado__Artifact_Repository__c
  • Artifact__c.copado__Org_Credential__c
  • Artifact__c.copado__Description__c
  • Page Layout: (Make sure the layout assignment is configured as described) 
    • Git Artifact : Artifact Layout 
    • Package Artifact: Package Artifact Layout
  • Record Type:  ( Make sure relevant Profiles have access to the following record types )
    • Git Artifact
    • Package Artifact

Theme__c

  • Theme__c.copado__Active__c
  • Theme__c.copado__Status__c
  • Theme__c.copado__Theme_Details__c

User_Story__c

  • User_Story__c.copado__Base_Branch__c
  • User_Story__c.copado__Git_Merge_Status__c
  • User_Story__c.copado__Progress__c
  • User_Story__c.copado__Progress_Status__c
  • User_Story__c.copado__Theme__c
  • User_Story__c.copado_Documentation_Complete__c
  • User_Story__c.copado_Pull_Requests_Approved__c
  • User_Story__c.copado_Manual_Tests_Passed__c
  • User_Story__c.copado_Apex_Test_Passed__c

Environment__c

  • Environment__c.copado__Index_Back_Promotion_metadata__c

Promotion__c

  • Promotion__c.copado__Exclude_From_Auto_Resolve__c

Release__c

  • Release__c.copado__Version__c
  • Release__c.copado__Base_Branch__c

Step__c.

  • Step__c.copado__Manual_Task_Notified__c
  • Step__c.copado__Notify_Task_Owner__c

AuxiliaryObject__c

  • AuxiliaryObject__c.Release__c

Static_Code_Analysis_Violation__c

  • copado__Static_Code_Analysis_Violation__c.File__c
  • copado__Static_Code_Analysis_Violation__c.Line__c
  • copado__Static_Code_Analysis_Violation__c.Priority__c
  • copado__Static_Code_Analysis_Violation__c.Rule__c
  • copado__Static_Code_Analysis_Violation__c.Message__c
  • copado__Static_Code_Analysis_Violation__c.Score__c
  • copado__Static_Code_Analysis_Violation__c.Info_URL__c
  • copado__Static_Code_Analysis_Violation__c.Static_Code_Analysis_Result__c
  • copado__Static_Code_Analysis_Violation__c.Info_URL_Link__c

Static_Code_Analysis_Result__c

  • copado__Static_Code_Analysis_Result__c.Number_of_Violations__c
  • copado__Static_Code_Analysis_Result__c.Details__c
  • copado__Static_Code_Analysis_Result__c.Score_v11__c

Git_Repository__c.

  • Git_Repository__c.Tag_Base_URL__c

Deployment_Flow__c

  • Deployment_Flow__c.Exclude_From_Auto_Resolve__c
  • Deployment_Flow__c.Enable_Copado_DX__c
  • Deployment_Flow__c.Copado_DX_Mode__c

Deployment_Flow_Step__c

  • Deployment_Flow_Step__c.Enable_as_Scratch_Org_Destination__c

Git_Org_Commit__c (Snapshot Commit)

  • Git_Org_Commit__c.Git_Operation__c

External_CI_Setting__c (External CI Setting)

  • External_CI_Setting__c.CI_Tool__c
    • Add Picklist Value: Bamboo

Tabs

  • Copado_DX_Panel
  • Scratch_Org_Project_Template__c
  • Scratch_Org_Definition__c
  • Artifact__c
  • Team__c
  • Theme__c

Fielset

Git_Repository__c.Copado_Header_Fields

Record Type

  • Artifact__c.Package_Artifact
  • Artifact__c.Git_Artifact

Custom App

  • Copado DX

Layouts


Add the fields and buttons to the required layout.

Important: Due to a Salesforce issue, execute this extra step:

  • Add a dummy VF page in the user story before the "user story selections" - e.g. “Add Test Classes ” with heigh 0 and width 0. This is to prevent the page to get broken.

Deployment Flow

  • Add Fields:
    • Enable Copado DX
    • Copado DX Mode
    • Exclude From Auto Resolve

Deployment Flow Step

  • Add Fields:
    • Enable as Scratch Org Target

Deploy Later

If you had a workflow rule associated to Deploy Later feature, disable it. Now, when choosing this option in your deployment, a new Scheduled job will be created for you and it will be run at the selected time and date.


User

  • Add Fields:
    • Show Copado Tips

Release

  • Fields
    • Base Branch
    • Version

User Story

  • Button
    • Scratch Org Wizard
    • Copado DX
  • Fields
    • Theme
    • Progress
    • Progress Status
    • Base Branch
    • Documentation Complete
    • Pull Requests Approved
    • Manual Tests Passed
    • Apex Test Passed

Test Run (Execution)

  • Button
    • Create Test Scratch Org
    • Copado DX

Enable Copado Tooltips:

  • Enable for existing User Copado Tooltips by checking the "Show Copado Tips"  checkbox on the User. 

Snapshot Commit 

  • Include CommittedMetadata VF page in the in the Snapshot Commit layout


Static Code Analysis Result

  • Remove:  Rules Violated and copado.Score.
  • Include: Number of Violations and copado.Score_v11.
  • Include: Related List Static Code Analysis Violations, we recommend to have Name, File, Rule, Priority, Message and Info URL.




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