Quickstart guide

Learn how to set up SRE.ai

Step 1: Add Salesforce Instance

Connect your Salesforce organizations to SRE.ai.

You can connect both production orgs and sandboxes.

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. From the Command Center welcome screen, click Add Instance

2. Click Connect Production

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. From the Command Center welcome screen, click Add Instance

2. Click Connect Sandbox

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

Notes

• You can connect multiple production orgs and sandboxes

• SRE.ai uses SSO for Salesforce connections, no tokens or keys required

• Connected instances will appear in your Instances list and be available for deployments and automations

• Read SRE.ai's Instances documentation to learn more

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Step 2: Connect GitHub account

Link your GitHub account to enable SRE.ai to manage repositories, track branches, create pull requests, and trigger automations based on Git events.

IMPORTANT: Connecting to GitHub requires admin approval in your GitHub org. If you are not an admin in GitHub, adding the integration will create a request that your org admin can approve. Read GitHub's documentation on installing apps to learn more about approvals. Select your organization, not your personal account. Clicking your personal account instead of your organization will connect to the wrong context.

Prerequisites

• A GitHub account with access to the repositories you want to connect

• Permission to install GitHub Apps on your organization (if connecting an organization's repositories)

Connect GitHub

1. From the Command Center welcome screen, click Connect GitHub Account

2. Click + Add Integration in the top right of the screen and select GitHub

3. You'll be redirected to GitHub to install the SRE.ai GitHub App

4. GitHub will ask: "Where do you want to install SRE.ai GitHub App?"

5. Select your organization (not your personal account)

6. On the repository access screen, choose your access scope:

   • Only select repositories: Choose specific repositories to connect (recommended)

   • Select at least one repository from the dropdown

7. Review the permissions SRE.ai is requesting:

   • Read access to metadata

   • Read and write access to code, pull requests, and repository hooks

8. Click Install (or Update access if modifying an existing installation)

9. You'll be returned to SRE.ai with your GitHub account connected

Notes

• You can modify repository access later through GitHub's application settings

• SRE.ai only requests the permissions necessary to manage code, PRs, and hooks. No organization administration permissions are required

• Read SRE.ai's Integrations documentation to learn more

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Step 3: Configure pipeline

Set up your CI/CD pipeline to define how changes flow from development through production.

Prerequisites

• At least one Salesforce instance connected (Step 1)

• GitHub account connected (Step 2)

Configure your pipeline

1. From the Command Center welcome screen, click Configure Pipeline

2. SRE.ai will present preset pipeline templates

3. Select a template that matches your workflow, or start with a default and customize

The standard pipeline progression flows left to right:

Developer/Team → Integration → Staging → Production

A hotfix stage can branch off from staging and connect directly to production for emergency fixes.

Read SRE.ai's Pipeline documentation to learn more.

Map stages to branches and environments

Your pipeline consists of stages that represent phases in your deployment lifecycle. Each stage must be mapped to a branch and to one or more Salesforce environments.

1. Click on a stage to open the Stage Details panel

2. Configure the branch that this stage tracks

3. Click Add Environment to map the stage to a Salesforce instance

4. Select from your connected instances

5. A green checkmark indicates a validated connection

6. Repeat for each stage in your pipeline

IMPORTANT: To complete pipeline setup, you need:

• At least two stages (e.g., Development → Production)

• At least one environment mapped to a stage

Configure quality gates

Quality gates define the criteria that must be met before changes can advance to the next stage.

1. Within the Stage Details panel, locate the Quality Gates section

2. Configure the checks required for this stage:

   • Test coverage percentage

   • Static analysis requirements

   • Required approvals

3. Set whether gates block promotion or allow overrides

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Next steps

Once you've completed these three steps, your SRE.ai environment is ready to use. You can now:

• Use the Command Center chat to interact with your environments and get AI assistance

• Create Automations to orchestrate workflows based on triggers

• Track Changes as you develop and deploy features

• Use Agents to design, build, and deploy with AI assistance

For more detailed information on each feature, see the relevant documentation sections.