Troubleshooting & FAQs

Commonly asked questions and troubleshooting tips

David Belove avatar T Dustin Levi avatar +3
54 articles in this collection
Written by David Belove, Tam Tran, Dustin Levi and 3 others

Roadmap: Data Deploy option in development

Copado is developing a version of our Data Deploy add on for Essentials+
David Belove avatar
Written by David Belove
Updated over a week ago

Does a user have to configure the Salesforce Metadata API in Essentials?

Configuration of Salesforce Metadata API.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Known Issues

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Written by Tam Tran
Updated over a week ago

Merge Conflict Detection and Resolution

Copado Essentials+ offers a new way to detect and manage merge conflicts during your deployment process
Garrett Meeks avatar
Written by Garrett Meeks
Updated over a week ago

If I’m making destructive changes to an org that is also connected to a branch or feature branch in Git, does it delete everything at once?

How destructive deployments work with your repository.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How do you fire off notifications when things happen/are completed?

How Copado notifies and keep you updated throughout your deployment process.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Profile/Org IP restrictions. Set up org connection for Copado Essentials - Reserved IP Address Whitelisting

IP address whitelist, reserved IP Address
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Written by Tam Tran
Updated over a week ago

How does the metadata sync feature work? Is this only for specific objects and data? (Deployments, Environments, Credentials, User Stories, etc?)

If you're interested in how much Salesforce Metadata can be synced into Copado Essentials.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Known issue while deploying Live Chat Button: "Required fields are missing: [RoutingType]"

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Written by Tam Tran
Updated over a week ago

Group, group members deployments

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Written by Tam Tran
Updated over a week ago
FAQ

Rollback and backup options

Essentials+ offers several rollback options.
David Belove avatar
Written by David Belove
Updated over a week ago

Essentials Support for Salesforce v54

Essentials support for Salesforce Spring '22 Release v54
David Belove avatar
Written by David Belove
Updated over a week ago

How to create an SSO URL

How to create an SSO URL
David Belove avatar
Written by David Belove
Updated over a week ago

Merging Work Items

How to Merge Work Items
J
Written by Jacob Stein
Updated over a week ago

How can you position a Hot Fix org for late stage quick fixes?

If you're look to use a Hot Fix org for quick fixes and back deployments. Here's some tips.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How to roll back a deployment.

Use the Essentials+ CI Deployment Rollback feature to rollback a deployment.
David Belove avatar
Written by David Belove
Updated over a week ago

Deploying Lightning Email Templates

Essentials now supports the deployment of Lightning Email Templates.
Scott Sherwood avatar
Written by Scott Sherwood
Updated over a week ago

Can you create a work item and start it from an org in the middle of a deployment pipeline?

Starting a work item in the middle of a pipeline.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Can I set up connection to orgs that I do not have admin access ?

T
Written by Tam Tran
Updated over a week ago

Can I view Copado Essentials deployments in the inbound & outbound change set view?

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Written by Tam Tran
Updated over a week ago

How do you handle back deployments?

How to do back deployments (aka, back promotions or sync dev orgs).
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How can I associate a work item with JIRA or Azure DevOps?

The simple process of connecting JIRA or Azure to Copado Essentials.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Can I use Copado Essentials to deploy across unrelated organizations?

You can use Copado Essentials to deploy across unrelated organizations.
T
Written by Tam Tran
Updated over a week ago

Can you overwrite within a feature branch?

Use this if you're concerned about feature branch & its capabilities.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

If I provision a brand new SF Org, how do I push or deploy everything? Not just a change set.

If you're interested in Wildcards and the extra functionality it provides you.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Can our team share the same organization list?

Copado Essentials and Essentials+ allow teams to share orgs, a Git repository, deployments, CI jobs, work items, and pipelines.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Bitbucket--how does it work with Copado?

How Copado supports Bitbucket.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Can you run unit tests with Essentials?

The types of testing available for you within Essentials.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Is it possible to have different streams of work items for different customers?

How pipelines work within Copado Essentials.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

I have installed the package in a few DEV orgs to test and it looks like there is only 1 license per environment. Is this correct for the managed package free version? Is the same limit with the Essentials version?

Adding users is simple to do with Copado, here's how.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Is there any way to detect a merge conflict when using Development Pipelines with Work Items method?

Explaining the limitations of Work Items when it comes conflict resolution.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

JACOB: Are changes to a merged work item reflected in Git?

If you're merging work items or deployments, but wondering how it affects Git branches.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How do destructive changes work?

Support for destructive changes.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Profiles and their updated fields & permissions are scary for us to deploy, how does your tool address that?

Easing the fears of updating your profiles and permission set.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

These Git. feature branches look pretty generic, how do we know when there’s a conflict if we’re working exclusively out of Copado?

The explanation behind why Copado creates "generic" feature branches.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Our auditors will want to see what was deployed, who deployed it, and what tickets justified the deployments. How can we report on that info and export it for the auditors' review?

The importance of the History tab in Copado Essentials
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

As a part of the change sets in our SF org, they have some built in tests that try to run every unit test possible. Is it possible to only run unit tests of what’s been changed or modified in the change set in Copado?

How to specify/narrow down which particular unit tests you want to run.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Where do you connect Git branches to your sandboxes?

How to tie your pipelines and the Orgs included directly to their correct Git branches.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How does Copado connect to Salesforce orgs? Does it connect through each user's own Salesforce user account, or does it use a dedicated service account for all Copado users?

Connecting Salesforce Orgs to Essentials
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Wildcards cannot be used to select managed packages

Wildcard use with manage package limitation
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

What’s the difference between “Review Changes” & “Commit to Branch”?

A deeper dive into how an Org-to-Git deployment works.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How can we allow another team member to deploy to production without being able to build deployments?

Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How do destructive changes work?

The options you have when it comes to making destructive changes.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Is there a way to prevent team members from performing org-to-org deployments?

The best practices for preventing team members to perform org-to-org deployments.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

So, we set up a few of these pipelines and we have 2 sandboxes. Is there a way of merging these sandboxes?

How to merge your work items and the metadata within them.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Is it possible to use Webhooks with your Git repository?

Details on using web hooks & CI jobs to automate your validation & deployment processes.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

How do I kick off an Essentials+ trial?

If you're interested in an Essentials+ trial, this is how you initiate the start of it.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

Can you schedule when the deployments are deployed?

How to automate your validation & deployment process.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

It seems like there are two ways of using Copado: either install the managed package in a Salesforce environment or use the online Essentials tool. Is there a sync or connection between these two solutions?

The methodology and differences between Copado Essentials & Copado CI/CD.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago

When using a deployment to commit any metadata directly to Git, I don’t see a button to validate like I usually do. Can I still validate before I commit to Git?

Showcasing how you still have the ability to validate, even when your committing to Git.
Dustin Levi avatar
Written by Dustin Levi
Updated over a week ago