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Manage Environments
When first configuring DevOps Center, identify the environments that you’re going to use for each project. After environments are defined in the Pipeline Environments tab, you can manage each environment from its drop-down menu.
Identify Your Environments
Have the login credentials handy for the environments you plan to use for your DevOps Center project. Before you proceed, make sure all the dev and pipeline environments for this project are created. Enable Source Tracking for Sandboxes for your developer sandboxes. Scratch orgs have source tracking enabled by default. The synchronize development environments feature keeps dev environments in sync with the source control repository.
- You can enable source tracking in production for all Developer and Developer Pro sandboxes. After you enable this feature, you must refresh any developer sandboxes before proceeding. All newly created or refreshed sandboxes have source tracking enabled.
- You can enable source tracking in a specific sandbox in the Sandbox Settings page. Refreshing the sandbox isn’t required for this option.
See Salesforce Help: Enable Source Tracking in Sandboxes for more information.
Before you continue, be sure to:
- Create all the necessary source-tracked Developer or Developer Pro sandboxes you need for the project.
- Create sandboxes (as needed) for pipeline stages, for example, integration, user acceptance testing, and staging.
- Gather the usernames and passwords for all environments, including the final release environment, such as production.
- Add team members as users to every environment that they require access to.
- Update the IP allow list for the DevOps Center app (if your security settings require it).
What’s Special About Development Environments?
Development environments require source tracking so they can automatically track changes as they are made. Use Developer or Developer Pro sandboxes created from your production org.
Ideally, everyone contributing to a DevOps Center project is assigned their own Developer sandbox.
- Add the Release Environment for the Project
At a minimum, projects require a release environment (often your production org) and one developer environment. Be sure all team members are users in this environment if they require access to it to perform deployments to it from within DevOps Center. - Add Development Environments to the Project
Add the source-tracked development environment that you created for each developer working on the project. - Update IP Allowlist for DevOps Center App
If your security settings require it, add the necessary domains for all environments that have allowlisting enabled. - Environment Management Options
You have several options to manage your environments from the environment’s menu in the Pipeline Environments tab. Which menu options are available is determined by the environment type and whether the pipeline is activated.
