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Salto for Salesforce - Overview

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Written by Support
Updated over 2 weeks ago

Salto’s Salesforce adapter allows you to:

  • Fetch and deploy common Salesforce metadata items, e.g., custom objects and fields, apex classes and triggers, email templates, layouts, process builders, profiles.

  • In many cases a salesforce org is also configured via data records, e.g., CPQ, SBAA. Salto introduces a unified approach for managing both data records and metadata items from a single place. Learn more

  • Validate and deploy configuration changes from one Salesforce org to another.

  • Compare orgs.

  • Document configuration changes.

  • Monitor specific changes of interest in your Salesforce orgs, e.g., Profiles or Permissions.

Connect your Salesforce Org

Integrate Git, SFDX and CI/CD for your Salesforce release process

Salto enables you to connect your Salesforce environment to Git and maintain an SFDX project within the environment’s branch.

Developers can utilize VS Code, SFDX, and Git to implement changes in the environments through pull requests (PRs).

Admin-driven deployments made via the Salto UI are automatically synchronized with the SFDX repository, fostering seamless collaboration with developers.

Learn more about:

Validating and testing your Salesforce deployments

When deploying changes to a Salesforce org, you can validate those changes in Salesforce without applying them and opt to run tests during either the validation or deployment process.

To configure which tests to run, click the three-dot menu and select "Deployment Settings."

Select the option the fits you best:

These settings will take effect when you click the "Validate" or "Deploy" buttons in the header.

💡 Additional info can be found on our website

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