Skip to content

Instances

infinit Support edited this page Jan 16, 2024 · 2 revisions

Instances allow you to create connections to your Salesforce environments and assign them a specific purpose, such as development, code integration, quality analysis, user testing, or production. The name of the Instance may or may not match the name of the associated sandbox.

Instances give you the flexibility to update the connected sandbox environment over time while keeping your work tied to the Instance.

There are three ways to connect to your Salesforce environments: DX Orgs (recommended), OAuth, or username password.

Connect to Salesforce environments

An Instance can be associated with a git branch, allowing you to commit and promote (merge and deploy) changes while managing git workflows in the background.

You can also set a parent Instance to create a deployment pipeline and use the environment strategy of your choice.

Associate with a Parent Instance and a Git Branch

Quality controls, such as code review requirements, test class execution, and deployment options, can be set at the Instance level and enforced during promotion and deployment.

Quality controls for Instance

With workspace, you can control who within your team can access, commit, promote, deploy, and manage an Instance.