Instances
Learn how to manage your Salesforce Instances in SRE.ai
Overview
With SRE.ai's Instances features, 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 Instances, SRE.ai does not require keys or tokens to connect to Salesforce.
Core capabilities
Once connected to specific Salesforce Instances, SRE.ai can be used to:
Automate deployments
Automate sandbox testing
Manage Salesforce organizations through a chat interface
How it works
Prerequisites
Salesforce credentials with one of these permissions:
Modify All Data
Modify Metadata Through Metadata API Functions
Access to a developer account for sandboxes
Click "+ Connect Production" to connect to select production instances inside your Salesforce account.
Click "+ Connect Sandbox" to select sandboxes inside your Salesforce account.
The Instances landing page lists a table of existing Instances.
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
Related Features
Last updated