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24. Enter Name and Description of credentials to be added in Jenkins and click ‘Save’ button. The Jenkins Job is now linked to your source code repository.

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SFDC Jenkins Jobs creation in Tools

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Jobs have been created and configured and all ready for use. This is a one time configuration activity & can be used repeatedly for “n” number of pipelines.

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Pipeline Creation

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and

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Configuration

30. On the Opsera portal , Click on navigate to Pipelines from the left navigation panel to open the catalog to create pipeline. Click on ‘Catalog’ Tab (found at the right top panel as shown below)

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31. From the below list of pipeline templates, Under the ‘Salesforce Template’, click on “ Create Pipeline “ to add the pipeline successfullyIn the Marketplace in Pipeline Templates, locate Salesforce Template, and click + Create Pipeline to create a pipeline using this template.

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32. To give a meaningful name for rename the pipeline, On navigate to Summary tab , and click on the pencil icon (next to SalesForce Template name). Next to the pipeline template name - “SalesForce Template”.

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33. Edit the pipeline by editing any additional details. Click the Save icon to save the new name.

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Create Package XML job & Configuration

34. Click on Navigate to Workflow tab .

A default step ‘Create ‘SFDC Jenkins Create Package Job’ will be available

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35. Click on the ‘Configuration icon’ gear icon on the ‘Create SFDC Jenkins Create Package Job’ step → It will open the fields for adding the configurationJob step to view the Step Configuration form.

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36. Enter the below fields and click Save

  • Tool - From the dropdown, select the Jenkins tool created in Tool Registry;

  • Job Type - The default Job Type for Package creation job is ‘SFDC Package generation job’, for Generation Job’. For other steps, it should be is ‘Opsera managed jobs’.

  • SalesForce Salesforce Credentials - Source Org from which modified files will be fetched

  • Account → [gitlab/github/bitbucket] credentials added inside Jenkins tool in tool registry - Select the source control management credentials that were added in the Tool Registry. Choose from Gitlab, Github or Bitbucket.

  • Workspace/Project → Based upon the Account - All Projects will be fetched [Select one]Repository → Based upon the Project Select the Workspace or Project in the the source control management account.

  • Repository - All the repositories available will be fetched [Select one]from the selected Workspace.

37. Click Save → all the configurations made to the step will be saved.

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SFDC process includes , ‘Create Package XML’, ‘Validate XML’, ‘Backup’, ‘Unit Test’ and ‘Deploy’ the following steps in pipeline, where each one the pipeline:

  • Create Package XML

  • Validate XML

  • Backup

  • Unit Test

  • Deploy

Each can be used based upon the organization need and each can be plugged in/out based upon necessity.

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Add a Validate XML

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pipeline step to the workflow

38. Click on ‘Edit workflow’ option on the pipeline as shown below.

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39. Click on ‘+' icon present below the ‘Jenkins SFDC Jenkins Create Package Job’ → It will add a Job.

A new step called 'Unconfigured step’ will be added to the workflow.

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40. Click on ‘Done Editing’ and Done Editing then click on ‘Pencil’ the pencil icon on ‘Unconfigured Step’

Step detail fields Setup will be openedopen.

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41. Enter a ‘Step name’ and select the tool as ‘Jenkins’values for the fields:

  • Step Name - Enter a unique step name.

  • Tool - Select Jenkins. Note: Tool cannot be changed after form is saved. To change the tool, delete the step and create a new one.

  • Tags - Select any tags to be applied at this level.

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42. Click Save button to save the step level details.

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43. Click the gear icon (⚙️)→ Configuration fields will open

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