Salesforce Orgs

Learn how to manage your Salesforce Orgs in SRE.ai

Overview

With Salesforce Orgs, users decide which specific Salesforce organizations to connect to.

SSO is required when connecting to Salesforce for the first time, whether to a Salesforce Production Org or a Salesforce Sandbox.

With SSO through Salesforce Orgs, SRE.ai does not require keys or tokens to connect to Salesforce.

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Core capabilities

Once connected to specific Salesforce Orgs, SRE.ai can be used to:

• Automate deployments

• Automate sandbox testing

• Manage Salesforce organizations through a chat interface

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How it works

The Salesforce Orgs landing page lists a table of existingSalesforce orgs

The following table elements can be customized:

• Status

  • Active

  • Inactive

• Visible columns

  • Status

  • Created By

  • Last Updated

• Number of rows per page

  • 10

  • 20

  • 30

  • 50

  • 100

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Setup

Prerequisites

• Salesforce credentials with one of these permissions:

  • Modify All Data

  • Modify Metadata Through Metadata API Functions

• Access to a developer account for sandboxes

Connect a Production Org

1. In the Salesforce Orgs page, click Connect Salesforce Org

2. Select Production from the dropdown menu

3. You'll be redirected to the Salesforce login page

4. Enter your Salesforce credentials and click Log In

5. Authorize SRE.ai to access your org

6. Once complete, you'll be returned to SRE.ai with your production org connected

Connect a Sandbox

1. In the Salesforce Orgs page, click Connect Salesforce Org

2. Select Sandbox from the dropdown menu

3. You'll be redirected to the Salesforce sandbox login page (note: the URL will show test.salesforce.com)

4. Enter your sandbox credentials and click Log In to Sandbox

5. Authorize SRE.ai to access your sandbox

6. Once complete, you'll be returned to SRE.ai with your sandbox connected