Prerequisites
A synced Salesforce Org with Salesforce Copado installed
The Elements managed package installed in your Org
The Elements Chrome browser extension installed
Admin permissions in the Elements space
Installing the Elements Copado extension package
Click one of the following links to download the Elements Copado extension package into your Org.
This step needs to be completed before you can connect in Elements.
Note: Developer Orgs should use the "Production" extension. The "Sandbox" extension is only for Sandboxes.
Create the connection in Elements
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
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This means that your managed package is out of date.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.