Julian88Tex

Creating a Salto Deployment

Steps to Deploy Changes in Salto

1. Navigate to Compare & Deploy

• Click on Compare & Deploy in the top navigation.
• Click the Compare & Deploy button in the upper right.

2. Select Source and Target Environments

• Fill out the following fields:

Julian88Tex

Salesforce Org Refresh Process

Overview

Use this doc to keep all our Salesforce orgs aligned. Update it whenever we change the refresh flow, automate new tasks, or shift responsibilities.

---

1. Org Overview & Owners

| Org | Purpose | Owner / Role | Refresh Cadence |

Julian88Tex

*** Settings ***
Resource        cumulusci/robotframework/Salesforce.robot
Library         cumulusci.robotframework.PageObjects
Library         Process
Suite Setup     Run Keywords
...             Setup Test Data
...             Open Test Browser
Suite Teardown  Delete Records And Close Browser

Julian88Tex

name: Close PRs Opened by github-actions bot
on:
  workflow_run:
    workflows: [Tests]
    types:
      - completed

env:
  GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}

Julian88Tex

name: Org Setup
run-name: '${{ github.event.inputs.name }}::${{ github.event.inputs.org }}::${{ github.event.inputs.flow }}::${{ github.event.inputs.days }}::${{ github.event.inputs.delete_on_failure }}'

on:
  workflow_dispatch:
    inputs:
      name:
        type: string
        required: true
        description: CumulusCI org name (no spaces)

Julian88Tex

name: Main

on:
  push:
    branches:
      - 'main'

env:
  CUMULUSCI_KEYCHAIN_CLASS: cumulusci.core.keychain.EnvironmentProjectKeychain
  CUMULUSCI_SERVICE_github: ${{ secrets.CUMULUSCI_SERVICE_github }}

Julian88Tex

*** Settings ***
Resource        cumulusci/robotframework/SalesforcePlaywright.robot
Suite Setup     Run Keywords
...             Open Test Browser
...             Suite Setup Keywords
Suite Teardown  Run Keywords
...             Delete Records And Close Browser


*** Test Cases ***

Julian88Tex

*** Settings ***
Resource        cumulusci/robotframework/Salesforce.robot
Library         cumulusci.robotframework.PageObjects

Suite Setup     Run Keywords
...             Setup Test Data
...             Open Test Browser
Suite Teardown  Delete Records And Close Browser

Julian88Tex

{"host":{"platform":"darwin","release":"20.5.0","screens":[{"id":441107468,"bounds":{"x":0,"y":0,"width":2560,"height":1440},"workArea":{"x":0,"y":25,"width":2560,"height":1415},"accelerometerSupport":"unknown","monochrome":false,"colorDepth":24,"colorSpace":"{primaries_d50_referred: [[0.6440, 0.3405],  [0.3303, 0.6163],  [0.1615, 0.0580]], transfer:0.0777*x + 0.0000 if x < 0.0450 else (0.9495*x + 0.0495)**2.3955 + 0.0003, matrix:RGB, range:FULL}","depthPerComponent":8,"size":{"width":2560,"height":1440},"displayFrequency":59,"workAreaSize":{"width":2560,"height":1415},"scaleFactor":2,"rotation":0,"internal":false,"touchSupport":"unknown"},{"id":69734662,"bounds":{"x":-1344,"y":451,"width":1344,"height":840},"workArea":{"x":-1344,"y":451,"width":1344,"height":840},"accelerometerSupport":"unknown","monochrome":false,"colorDepth":30,"colorSpace":"{primaries:BT709, transfer:IEC61966_2_1_HDR, matrix:RGB, range:FULL}","depthPerComponent":10,"size":{"width":1344,"height":840},"displayFrequency":59,"workAreaSize":{"

Julian88Tex

5:
    task: add_picklist_entries
    options:
        picklists: npsp__DataImport__c.npsp__Status__c
        entries:
            - fullName: Ready To Process
            - fullName: Imported
            - fullName: Dry Run - Validated
            - fullName: Dry Run - Error
            - fullName: Failed