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Using the Elements Copado integration
Using the Elements Copado integration

Elements-Copado integration; User Stories; DevOps; Change Management; Deployment; Track changes

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

The Elements to Copado integration offers a powerful solution that enables you to seamlessly track your committed and uncommitted metadata associated with user stories in Elements against the deployments you execute in Copado.

This article will provide you with a clear guide on how to utilize this integration effectively to enhance your workflow.

Prerequisites

Follow the steps here to set up the Copado integration.

Getting started

You can watch a 9 minute demo of the integration below

User story setup

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 Org model, 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 (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.

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