Salesforce Pipeline Wizard Help

Salesforce Pipeline Run: Initialization

In Pipeline Viewer, click ‘Start Pipeline’ to enter the Pipeline Start Wizard.

Open

You will be automatically directed to the Manual Pipeline Wizard Run tab. This process will enable you to use the SFDC Component Selection deployment. To use the XML/File Upload Process, read the instructions in CSV Upload Wizard. To run the pipeline manually, use the next steps.

Manual Pipeline Wizard Run

If the pipeline was initiated with any settings within the past 24 hours and the wizard is discontinued/closed before running, you will receive this message:

Open

If pipeline was not previously initiated within the past 24 hours or the previous run is successfully completed, you will receive the following message:

To start fresh without any previous settings, click ‘Start A New Instance’

To continue with any previous settings, click 'Continue Where the Last Instance Left Off’ (this will have the selections made and discontinued/closed within the wizard before running within 24 hour timeline)

• If there were any selections made within the past 24 hours, they will be reflected in the next pages.

Salesforce Pipeline Run: Component Type Selection

Component Selection Rules

Pipeline Wizard Rule Filters

This allows you to select which components will be included or excluded in this pipeline run.

Note: The rule order does not matter.

Include Rules

Include Rules specify what components are included.

If no include rules are written, it includes all component types.

If you only specify component types when writing an include rule, it assumes you want all files of that component type.

If you specify field and assign values when writing an include rule, it includes only those that match those values.

These rules are not exclusive. If it matches any include rule, it will be included in the initial data list.

1. Filtering with components: Select components to be filtered

2. Filter with Field : Select Field e.g.  Select Component Name as the Field and filename as the value

3. Filter by “Starts With”, “Equals”, “Ends With” or “Contains”.

Select “ Starts With” filter First and Component Name gets filtered automatically based on the input :

•  The example above shows the Filter selection “Starts With” with the values “acc” and “ap” in the Value textbox. The Component Name, or any selection given in the Field drop down, gets Filtered automatically based on this input

3.How to add two rules ? Follow image below.

Exclude Rules

Exclude Rules specify what components are excluded after building the initial list from include rules or the entire data set.

If no exclude rules are written, the entire list generated by include rules is included.

If you only specify component types when writing an exclude rule, it excludes all of that component type.

If you specify field and assign values when writing an exclude rule, it excludes only those that match those values.

These rules are not exclusive. If it matches any exclude rule, it will be excluded in the final data list.

Exclude All components:

Exclude specific components from the included list: (Image below)

Salesforce Pipeline Run: XML Viewer

1. Review the XML package and Unit Test classes.

Package XML:

Component Counts:

2. Select Proceed to trigger the pipeline run.