Steps customization

Learn about the customizable parameters in each Step

Overview

SRE.ai offers eight step types:

• Create Salesforce Change

• Commit Change

• Deploy Package

• Send Teams Message

• Create Scratch Org

• Generate Seed Data

• Load Seed Data

• Insert into Supabase

Steps can be renamed once they are placed into an Automation.

For example, "Send Teams Message" can be renamed to "Notify PMs".

Read below to learn how to set up and edit the parameters within each step.

Create Salesforce Change setup and customization

Click to learn how to set up and customize the Create Salesforce Change step

The Create Salesforce Change setup features the following variables:

• Name

• Change Name

• Description

• Salesforce Org (Optional)

• Metadata Selection

• Available Template Variables

Commit Change setup and customization

Click to learn how to set up and customize the Commit Change step

The Commit Change setup features the following variables:

• Name

• Change ID

• Salesforce Org

• Repository

• Branch

• Available Template Variables

Deploy Package setup and customization

Click to learn how to set up and customize the Deploy Package step

The Deploy Package setup features the following variables:

• Name

• Select Connection (Required)

• Change ID

• Target Salesforce Org

• Test Level

• Validation Only (Check Only)

• Available Template Variables

Send Teams Message setup and customization

Click to learn how to set up and customize the Send Teams Message step

The Send Teams Message setup features the following variables:

• Name

• Teams Channel

• Message

• Available Template Variables

Create Scratch Org setup and customization

Click to learn how to set up and customize the Create Scratch Org step

The Create Scratch Org setup features the following variables:

• Name

• Dev Hub Org

• Source Org

• Duration

• Alias (Optional)

• Available Template Variables

Generate Seed Data setup and customization

Click to learn how to set up and customize the Generate Seed Data step

The Generate Seed Data setup features the following variables:

• Name

• Source Org

• Export Configuration

• Available Template Variables

Load Seed Data setup and customization

Click to learn how to set up and customize the Load Seed Data step

The Load Seed Data setup features the following variables:

• Name

• Target Org Alias

• Seed Data Path

• Available Template Variables

Insert into Supabase setup and customization

Click to learn how to set up and customize the Insert into Supabase step

The Insert into Supabase setup features the following variables:

• Name

• Supabase Connection

• Table Name

• Available Template Variables