Salesforce DevOps with Copado

Copado is a popular DevOps platform specifically designed for Salesforce. It provides a comprehensive set of tools and features to streamline the process of building, testing, and deploying Salesforce applications. Copado is a cloud-based platform for managing and automating the software development and delivery process. It is specifically designed for use with the Salesforce platform and offers a range of tools and features for managing the entire development lifecycle, from planning and coding to testing and deployment. In addition to automation, Copado also offers a range of tools and features for managing the development process and coordinating team efforts. This can include tools for code review, collaboration, and project management, as well as integration with other development tools and platforms.

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Copado is a popular DevOps platform specifically designed for Salesforce. It provides a comprehensive set of tools and features to streamline the process of building, testing, and deploying Salesforce applications. Copado is a cloud-based platform for managing and automating the software development and delivery process. It is specifically designed for use with the Salesforce platform and offers a range of tools and features for managing the entire development lifecycle, from planning and coding to testing and deployment. In addition to automation, Copado also offers a range of tools and features for managing the development process and coordinating team efforts. This can include tools for code review, collaboration, and project management, as well as integration with other development tools and platforms.

 
Course Objectives:
 

In this course, you will learn to:

 
  • Create and manage multiple environments in Copado to represent different development stages
  • Analyze the role of Copado as a DevOps platform for Salesforce development and its functionalities
  • Evaluate secure storage options and configure Copado for secure management of Salesforce org credentials
  • Apply best practices for configuring user accounts, defining roles, and assigning permissions within the Copado environment
  • Apply Git version control principles within Copado, including setting up repositories, managing branches, and performing commits and merges
 

Course content

 

Introduction to Copado
  • Overview of Copado and its role in Salesforce development
  • Introduction to Copado as a DevOps platform
  • Understanding the significance of efficient Salesforce development processes
  • Understanding the benefits and features of Copado
  • Exploring the advantages of using Copado for Salesforce deployment
  • Overview of key features such as release management, version control, and automation
Copado Configuration
  • Setting up the Copado environment and user access
  • Creating user accounts and defining roles and permissions
  • Configuring access levels for different user types
  • Configuring organization-wide settings and preferences
  • Customizing Copado settings to align with organizational requirements
  • Defining default configurations for deployment and release processes
  • Establishing user roles and permissions within Copado
  • Understanding the different user roles and their capabilities
  • Assigning roles to users based on their responsibilities and access needs
Org Credentials
  • Managing and storing org credentials securely in Copado
  • Understanding the importance of securely storing Salesforce org credentials
  • Configuring secure storage options within Copado
  • Configuring connection settings for Salesforce orgs
  • Establishing connectivity between Copado and Salesforce orgs
  • Configuring authentication methods and connection details
  • Understanding the importance of secure credential management
  • Best practices for managing and protecting org credentials
  • Ensuring compliance and data security in credential management
Environments
  • Creating and managing multiple environments in Copado
  • Setting up different environments to represent development stages
  • Configuring environment details and metadata in Copado
  • Configuring environment variables and settings
  • Defining environment-specific variables for customization
  • Configuring environment settings for specific requirements
  • Establishing environment hierarchies for different stages of development
  • Defining relationships and dependencies between environments
  • Managing and promoting changes across environment hierarchies
How to deployment using Copado (metadata deployment)
  • Commit process
  • Deployment process
  • validation process
  • Quality gates process
  • Conflict resolution panel
  • Smart conflict
  • Online conflict
  • How to cancel which was resolved incorrectly
  • Deployment issues how to fix
  • Copado issues how to fix
  • Feature branches
  • Promotion braches
  • Merging of the feature in to promotion branch
  • Git snap shots
  • Post refresh Copado setup
  • Connection behaviours
How to perform deployments using SFDX using Copado(SFDX deployment)
  • Commit process
  • deployment process
  • validation process
  • Conflict resolution pannel
  • smart conflict
  • Online conflict
  • feature branches
  • promotion braches
  • merging of the branches
  • Git snapshots
  • Post refresh Copado setup
  • Connection behaviours

 

Compliance Analysis

 

Run static code analysis

 

Integrations with Jira, Azure(ADO)

 

Governance process in Copado validation rules gates apex code coverage gates Flow triggers

 

Salesforce Refresh activity process
  • Refresh activities
  • Salesforce upgrades
  • High level overview on SSO and My domain enablement
  • Create Connected app and manage permissions
  • Types of sandboxes and how to use each of them
  • App Exchange tools installation
  • change management process and salesforce case raise for deployment issues or any other items
  • salesforce data masking
  • SALESFORCE releases planning
  • Data backup/metadaback up- own/Odaseva/Commvault
  • Monitoring tools
Deployments using below tools and GIT commit process for each version control
  • Workbench
  • Change sets
  • Ant (depcreated) – Not dealing with this
  • GitHub repo
  • Bitbucket repo
  • Gitlab Repo
  • Gitbash
  • GitHub desktop
  • VS Code
  • Code Builder
Deployments using Azure DevOps with SFDX 
  • Create a pipeline and connect with salesforce
  • Automatic deployments based on commit
Salesforce extension tools Inspector- Data loading for two objects etc

 

 

To see the full course content Download now

Course Prerequisites

 
  • Salesforce Admin Experience
  • Salesforce Application Lifecycle Experience (Recommended)

Who can attend

 
  • Individuals having experience with Salesforce in the role of Administrator, Consultant, Developer, Architect, or DevOps preparing for the Copado Certified Consultant exam.
  • Users who want to learn about Metadata Pipeline functionality in Copado.
  • CRM Managers
  • Release Managers
  • Systems Integrators
  • Technical Architects
  • Business Analysts
  • IT Project Managers
  • Application Administrators
  • Data Analysts
  • Product Managers

Number of Hours: 30hrs

Certification

  1. Copado Fundamentals I
  2. Copado Fundamentals II
  3. Copado Certified Consultant

Key features

  • One to One Training
  • Online Training
  • Fastrack & Normal Track
  • Resume Modification
  • Mock Interviews
  • Video Tutorials
  • Materials
  • Real Time Projects
  • Virtual Live Experience
  • Preparing for Certification

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  • Resume Modification
  • Mock Interviews
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  • Materials
  • Real Time Projects
  • Materials
  • Preparing for Certification

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