how to connect github to salesforce

1. Connect both Salesforce and GitHub by authenticating them on Automate.io platform.
2. Choose GitHub and select one of its events as a “trigger” that’ll start the automation.
3. Select an “action” event from Salesforce which will run every time the trigger event occurs.
4. Map the data fields between GitHub and Salesforce using the drag-drop interface.

What can you do with GitHub and Salesforce integration?

Boost efficiency of your internal processes and automate your operations in GitHub. Do much more by connecting GitHub and Salesforce. Looking for something else? Connect GitHub and Salesforce the way you want.

How to deploy a project to a specific branch of GitHub?

Such a tool would, on issuing the deploy command, check the GitHub repository of the project, switch to the specified branch, run the deployment script on the repository and provide the branch the deployment target, and notify you of success or failure of the deployment based on the exit code of the script.

Is it possible to track changes in Salesforce history?

You can do object level history tracking. As an example, if you want to know which change has been made on a particular report, you can open the report as a GitHub file and you will see the changes that have been made chronologically. Although not very common, Salesforce can have a catastrophic failure.

How do I access the GitHub repositories for SFRA?

Access the Commerce Cloud GitHub repositories (login required). Each user must have active/valid Account Manager credentials to authenticate. Check with your administrator if you don't have them. Which Repositories? Vijay is in the right place in GitHub to find and download the repositories he needs for SFRA.

How do I deploy from GitHub to Salesforce?

The main steps are:Create a branch off of main.Make commits.Open a pull request.Collaborate. Make more commits. Discuss and review code with team members.Deploy for final testing.Merge your branch into the main branch.

How do I push a Salesforce code to GitHub?

16:0127:35How to connect VSCode Salesforce Project to GitHub - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo right now I am on my branch master. So you can check out from the lower side of your vs code thatMoreSo right now I am on my branch master. So you can check out from the lower side of your vs code that what are the different branches. That you have created so right now by default only one branch is

How do I link my VSC to GitHub?

To push the code to GitHub from Visual Studio Code, you will need to create a GitHub account and install the “Github Pull Requests and Issues” extension. Note: Before pushing the code from VS Code to GitHub, you need to ensure that all the files are in one folder, and you have to push your folder to Github.

How do I create a pull request in Salesforce?

Pull requests provide a way for teams to track, review, and combine team members' work.Publish your changes in GitHub. ... Create a pull request; select Branch > Create Pull Request. ... The pull request's body is populated with several headers.More items...

What is repository in Salesforce?

Repository tab is mainly used for understanding the related entities of any concerned apex code. In an organization, there could be thousands of apex classes through which the control navigates.

How do I use DX in Salesforce?

4:3130:36Introduction to Salesforce DX - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd each of those scratch works can be used for lots of different things and as you're starting upMoreAnd each of those scratch works can be used for lots of different things and as you're starting up that new scratch org and you're creating or writing a new feature you're pushing all of that.

How do I pull code from GitHub?

TLDRFind a project you want to contribute to.Fork it.Clone it to your local system.Make a new branch.Make your changes.Push it back to your repo.Click the Compare & pull request button.Click Create pull request to open a new pull request.

How do I run code on GitHub?

In order to run any code in a Github repository, you will need to either download it or clone it to your machine. Click the green "clone or download repository" button on the top right of the repository. In order to clone, you will need to have git installed on your computer.

How do I push a project from GitHub to Visual Studio?

Publishing an existing project to GitHubOpen a solution in Visual Studio.If solution is not already initialized as a Git repository, select Add to Source Control from the File menu.Open Team Explorer.In Team Explorer, click Sync.Click the Publish to GitHub button.More items...

What is pull request in Salesforce?

The pull request represents a change to the code. This can mean adding, modifying, or deleting files made on a branch, which the author would like to incorporate in another branch (again, typically in the production code). Frequently, the work being done within a pull request originates from an issue in the repository.

What is GitHub flow?

The GitHub flow is a workflow designed to work well with Git and GitHub. It focuses on branching and makes it possible for teams to experiment freely, and make deployments regularly. The GitHub flow works like this: Create a new Branch. Make changes and add Commits.

What are the steps in GitHub flow?

You can divide the GitHub workflow in 4 basic steps:Creating a Branch.Making a Commit.Opening a Pull Request.Review of the Pull Request/Merging.

How to Use GitHub

GitHub is an online service that you can use to host the code for your projects and carefully control additions, changes, and adjustments. GitHub allows other people to collaborate on your projects while providing the tools for you to carefully control or limit those contributions. The platform also gives you...

How to Push to GitHub

There are plenty of ways to use GitHub: the website, the app, or the terminal. The terminal is the best way to sync local projects to a GitHub repository, and once you learn the basics, you'll be able to push local projects to remote GitHub repositories in seconds. Here's how...

How to Delete a Repository in GitHub

GitHub is a popular option for showcasing your projects online, and creating new repositories for side projects can get pretty addictive. If you find yourself with one-too-many repositories in your account and you want to simplify your profile, read on to learn how to delete a repository in GitHub. Warnings...

About GitHub

GitHub is the perfect place to share code and work collaboratively on private and open source software.

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Why Set up a Github Salesforce Integration in the First Place

Github is an online source code management and versioning platform. It helps developers consolidate and collaborate their codes to maintain a consistent version that can be accessed and tracked by all the team members.

Choosing the Right Technology for a Github Salesforce Integration

However, implementing a GitHub Salesforce integration is not as easy as it sounds.

How to Set up a Github Salesforce Integration: the Step-by-Step Process

To start setting up a Github Salesforce integration, you must first install Exalate on both GitHub and Salesforce. This ensures you have autonomy since the Exalate app on both sides allows you to configure each side separately and helps you control what can be sent and received.

Common Use Cases

The most plausible use case that can be supported by a GitHub Salesforce integration is enabling seamless collaboration between sales and development teams.

Conclusion

We saw how a Github Salesforce integration can definitely help sales and development teams collaborate and share business-critical information with each other to help them enhance customer experience.

Create your own Integration

Connect GitHub and Salesforce the way you want. Start by selecting the trigger and action events listed here.

Run Workflows

Connect GitHub and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Why Automate.io?

iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.

How to deploy Salesforce?

Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves: 1 Modify the main code 2 Recording which files are deleted, modified, and added 3 Logging into sandbox where the code is stored 4 Creating changesets 5 Manually selecting all the components that are to be deployed 6 Selecting the target where the changeset are to be deployed 7 Logging into the target Salesforce .org were you sent the changeset 8 Finding the changeset 9 Issuing the deploy command

What is GitHub used for?

GitHub is a popular collaborative environment in coding projects, which allows you to easily follow projects, to see who has branched the main branch/code, and to keep tabs on what other GitHub users are working on. It allows you to sync Metadata from Salesforce.org platforms like Force.com. It is used alongside other tools in Salesforce deployment.

Is Salesforce easy to deploy?

It is used alongside other tools in Salesforce deployment. Most Salesforce users will tell you that Salesforce deployment is not easy. A lot of time is spent and the process is error-prone, and this is made worse if you are deploying to multiple environments. A typical Salesforce deployment involves:

Can Salesforce be catastrophic?

Although not very common, Salesforce can have a catastrophic failure. GitHub gives you a local copy of the Salesforce Metadata, meaning you will not be adversely affected by such failure. You can use this Metadata on another CRM in such unlikely events. Consider hiring a pro for Salesforce deployment.

Get Ready For SFRA

Cloud Kicks, our growing high-end shoe retailer, uses SFRA for all development. Making full use of the latest ecommerce technology can help the company leap over the competition—sporting its stylish new shoe brand, of course. Vijay Lahiri, the Cloud Kicks developer, is excited to work with this product.

Set Up GitHub Account

Vijay learns that he must use Commerce Cloud Account Manager to access the Commerce Cloud repository on GitHub. This simplifies user access management and provides a seamless SSO experience to all members in this Github org going forward.

Which Repositories?

Vijay is in the right place in GitHub to find and download the repositories he needs for SFRA.

Download or Clone the SFRA Repositories

Vijay starts by downloading the required repositories listed in the table. He downloads the other repositories later.

Next Steps

Vijay has everything he needs to get started on his local machine and on the server. Next, he installs and configures SFRA.