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 Manage an Environment with Version Control 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.

Advanced Environment Options

Use Custom Domain

If needed, you can toggle Use Custom Domain on to enter a custom Salesforce My Domain URL, i.e. https://domain.my.salesforce.com.

Use JWT

Using the JWT OAuth flow solves the issue of having to reauthenticate environments after a sandbox refresh and/or when using Salesforce DX, but you cannot use JWT to set schema settings.

To authenticate using the JSON web token (JWT) OAuth flow:

1. First install the Prodly Deployment connected app.
2. When adding a new environment, click the Show advanced options link.
3. Toggle on the Set up JWT button.