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Environment Access Control

Scratch Orgs

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Prodly Release uses OAuth, an industry-wide accepted protocol for secure API authorization, to access Salesforce orgs. Prodly never receives or stores actual credentials, only tokens, which the Prodly Release service encrypts and stores in your control environment, never on any other servers.

To connect, organize, track, and control all the environments you deploy data or metadata to and/or from, click Environments in the left sidebar of the Release tab. To view properties for an environment, click on the environment card and select “More Info“.

Add an Environment

You need to identify each environment you intend to deploy data to and/or from, and grant Prodly access to the environments.

1. On the Environments page, click Add Environment.
2. In the Name box, enter a name for the environment card.
3. Select a Label (optional) or create a new label.
4. In the Environment Type list, select the type of the Salesforce environment. There are 3 types available when adding an environment: Sandbox, Scratch Org, and Production.
5. Optionally, you can select a repository branch to connect to from your linked version control system after enabling the toggle. You can either create a new branch or select an existing branch after selecting a source. Refer to **Linking Branches to Environments** for more information.
6. On the Salesforce login page that appears, enter your Salesforce login credentials.
7. Click Allow.
8. Optionally, you can select Advanced Options by clicking Show advanced options.

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Refer to Create a Scratch Org and Create an Environment from a Change Type for alternative Environment creation methods.

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Environment Properties

To edit the properties of an Environment and use its features, click on the respective Environment card.

The properties side view provided many options that allow you to adjust Sandbox, Scratch Org, and Production Environments.

The following Environment properties can be viewed and edited:

• Name – Specifies the name given to the Environment.
• Label – An optional method of tagging and organizing environments. Only a single label can be associated with an Environment, however multiple environments can reference the same label. Label colors and names are customizable.