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Steps customization

Learn about the customizable parameters in each Step

Overview

SRE.ai offers eighteen step types:

Read below to learn about the parameters that can be customized within each step.

Create Change step customization

The Create Change step features three customizable parameters:

  • Name

  • Description

  • Source Instance (required)

The available Source Instances depend on the Salesforce environment you are connected to.

Create Collection step customization

The Create Change step features three customizable parameters:

  • Name

  • Description

  • Source Instance (required)

The available Source Instances depend on the Salesforce environment you are connected to.

Add to Collection step customization

The Add to Collection step features two customizable parameters:

  • Name

  • Description

Remove from Collection step customization

The Remove from Collection step features two customizable parameters:

  • Name

  • Description

Import Changes step customization

Click to learn more about the Import Changes step

The Import Changes step features six customizable parameters:

  • Name

  • Description

  • Select Change (optional)

  • Select Source Instance (optional)

  • Changes filter

  • Time range filter

The environment you connect to impacts the elements within the Select Change and Select Source Instance parameters.

The Changes filter parameter features two options:

  • My changes - show only components you have changed

  • All changes - show all components that have changed

The Time range filter parameter features six options:

  • Today

  • Yesterday

  • This week

  • Last week

  • This month

  • Last 90 days

Commit step customization

The Commit step features five customizable parameters:

  • Name

  • Description

  • Select change (optional)

  • Select Source Instance (optional)

  • Select Repository (optional)

The environment you connect to impacts the elements within the Select Change, Select Source Instance, and Select Repository parameters.

Promote step customization

Click to learn more about the Promote step

The Promote step features nine customizable parameters:

  • Name

  • Description

  • Select Target Instance (required)

  • Type

  • Select Change (optional)

  • Conflict resolution

  • Check only option - run a validation check without making any changes to the target org

  • Close branch option - delete the branch after the merge is successful

  • Back promote option - check when promoting down in the release chain

The environment you connect to impacts the elements within the Select Target Instance and Select Change parameters.

The Conflict resolution parameter offers four options:

  • Auto-resolve (when possible)

  • Resolve manually

  • Favor source branch

  • Favor target branch

Deploy step customization

The Deploy step features seven customizable parameters:

  • Name

  • Description

  • Select Target Instance (optional)

  • Type

  • Select Collection (required)

  • Select Source (required)

  • Check only option - run a validation check without making any changes to the target org

The environment you connect to impacts the elements within the Select Target Instance, Select Collection, and Select Source parameters.

Install Package step customization

Click to learn more about the Install Package step

The Install Package step features nine customizable parameters:

  • Name

  • Description

  • Select Target Instance (optional)

  • Select DevHub Instance (required)

  • Package Options

  • Installation key

  • Package access type

  • Upgrade type

  • Apex compile option

The environment you connect to impacts the elements within the Select Target Instance and Select DevHub Instance parameters.

Create Package Version step customization

Click to learn more about the Create Package Version step

The Create Package step features five main customizable parameters:

  • Name

  • Description

  • Select DevHub Instance (required)

  • Source branch (required)

  • Installation key

The environment you connect to impacts the elements within the Select Target Instance and Select DevHub Instance parameters.

Hidden parameters

The Create Package Version step also features ten customizable parameters that are hidden by default:

  • Definition file

  • Tag

  • Skip Validation option - don't include second-generation managed package (2GP) ancestors

  • Code Coverage option - calculate and store the code coverage percentage by running the packaged Apex tests included in this package version

  • Skip Ancestor Check option - overrides ancestry requirements, which allows you to specify a packaged ancestor that isn't the highest released package version

  • Post-Install Script

  • Uninstall Script

  • Post Install URL

  • Release Notes URL

  • Language

Create Scratch Org step customization

Click to learn more about the Create Scratch Org step

The Create Scratch Org step features five main customizable parameters:

  • Name

  • Description

  • Select DevHub Instance (required)

  • Duration days

NOTE: The default value for Duration days is 7. The upper limit is 30.

  • Edition

  • Options

The environment you connect to impacts the elements within the Select DevHub Instance parameter.

Edition parameter options

The Edition parameter offers eight options:

  • Developer

  • Enterprise

  • Group

  • Professional

  • Partner Developer

  • Partner Enterprise

  • Partner Group

  • Partner Professional

Hidden parameters

The Create Scratch Org step also features six customizable parameters that are hidden by default:

  • Org Name

  • Description

  • Release

  • No Ancestors option - don't include second generation managed package (2GP) ancestors

  • No Namespace option - create the scratch org with no namespace, even if the DevHub has a namespace

  • No Source Tracking option - disables source tracking in the new scratch org

Update Jira Issue step customization

The Update Jira Issue step features three main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

Create Pull Request step customization

The Create Pull Request step features four main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

  • Destination branch

Review Pull Request step customization

Click to learn more about the Review Pull Request step

The Review Pull Request step features seven main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

  • Destination branch

  • Complexity Threshold

  • AI Model

  • Additional Instructions

AI Model options

The AI Model parameter offers six options:

  • SRE.ai Salesforce 1.0

  • Claude 3.5 Sonnet

  • Gemini 2.0 Flash

  • GPT 4o

  • o1

  • o3-mini

Pull Request Exception step customization

The Pull Request Exception step features eight main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

  • Destination branch

  • Pull Request Label

  • Auto Approve toggle

  • Criteria

  • Types

Summarize Change step customization

The List Components step features three main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

List Components step customization

The List Components step features three main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

Post Slack Message step customization

The Post Slack Message step features three main customizable parameters:

  • Name

  • Description

  • Select Connection (required)

  • Channel (required)

  • Message

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