The Elements to Copado integration offers a powerful solution that enables you to seamlessly track your committed and uncommitted metadata associated with user stories created in Elements against the deployments you execute in Copado.
You can ensure that all planned and executed work is deployed in its entirety.
Prerequisites
License to use Copado Integration
Editor and Requirement manager space permissions
Elements chrome extension
Instal the Elements-Copado extension package
Click one of the following links to download the Elements Copado extension package into your Org.
Note: Developer Orgs should use the "Production" extension. The "Sandbox" extension is only for Sandboxes.
Connect and authenticate to Copado
Once you have downloaded the extension package, navigate to Space Management. You can do this by clicking the name of the Space in the top left corner, or by clicking the cog and selecting "Space settings" in the right hand side of the Elements toolbar.
From here, click on "Connections" in the left hand panels, and select the "DEVOPS" tab (arrow 1).
From the DevOps tab, click "Connect" in the top right corner (arrow 2), or "Connect Salesforce partner" in the middle of the page. You will see an option to choose your Salesforce DevOps connection (DevOps Center, or Copado).
Select Copado, and whether you are connecting a Sandbox or Production Org.
We suggest at this stage you ensure you are logged out of all Salesforce instances before you try to create a new connection. Once you press "Connect", you will be directed to the Salesforce login page and asked to login to your Org.
Once successfully connected the page should look like this:
Troubleshooting setup issues
Error message:
The Elements extension package for this partner is not installed in the Org.
You will see this when you first try to connect. However, if this message persists after you try to connect it means the Org you connected does not have our Copado package installed. Please install the package and try to connect again.
Error message:
The Elements managed package installed in this org does not support DevOps.
This means that your managed package is out of date. We require version 5 or greater to run the Elements/Copado integration. Running a fresh sync should refresh the package version, but if this fails you can reach out to us at support@elements.cloud for more help.
Sending Elements stories to Copado
Demo
You can watch the comprehensive demo video below. Alternatively, consult the step-by-step guide below:
Step by step guide
Create user story in Elements
Begin by creating a user story in Elements that outlines the specific metadata changes you intend to make. This story will serve as a centralized hub for tracking your metadata-related activities.
Metadata association
Within the user story, associate the relevant metadata components that are part of your development tasks. This association will help accurately track changes and deployments.
You can associate metadata to a user story either by finding a node from the story right panel:
Or from the Salesforce metadata dictionary, where you find the relevant metadata and search for or create the user story:
You can find further information on associating metadata with an Elements user story here.
Create a Copado user story
To create a Copado story, navigate to the DevOps tab in the right panel for the story (the infinity sign).
You will see here the option to "Create Copado user story". Select this to open the editing window and input the required information. Once ready, click "Create".
Once created you will see your Copado story in the right panel with a link to open it in Salesforce.
Note that you can create more than one Copado user story against a single Elements story, allowing you to track all relevant deployment history in one place.
Tracking changes
Statuses
The Copado story status is not mapped directly to the Elements story status. This is because you can have more than one Copado story associated with an Elements story.
We do track the status changes on the attached stories, however, and they can be seen by opening the story information in the Elements right panel.
Fields
We don't currently track changes to the summary field back to Elements.
Committed vs uncommitted metadata
Any metadata that you associate with a user story in Elements will appear under "uncommitted metadata". It will stay here until you commit that metadata to the user story in Copado, where it will then show under "committed metadata".
This allows you to see if your deployment is potentially missing important metadata in the commit.
Using the browser extension
The Elements Chrome extension is visible from the Copado user story, if associated to a story in Elements. You can open it by selecting the blue arrow tab:
This allows you to view the Elements story right panel information.