Start Here: Get Immediate Value
Value-first path for teams already onboarded. Use the Profile tags on each guide to filter by role.
Quick Start (Value in 5 minutes)
Full Start Path
Setup & Signing Up
Sign up for a Serpent account in minutes and enjoy a free Demo Workspace environment and enjoy full access to all features to experiment it without the hassle of onboarding.
Onboarding SessionCreate Workspace
Project Creation
Quickly spin up a new Serpent project linked to your Git branch and dev model, streamlining setup for faster, more efficient releases.
Create a New ProjectProject Settings
Work Item Management
Create isolated work items automatically tied to Git branches. Track work items, manage metadata changes, and deploy to Salesforce orgs directly from Serpent.
Create a New Work ItemAction Inside Work ItemsRestore Work Item Branch (Coming Soon)
Subscription & Credits
Track your Serpent subscription and credits to review plan limits, and upgrade easily according to your team’s needs.
Plan Management
Org Management
Create, manage, and pool Salesforce scratch orgs with Serpent. Connect to DevHub for flexible, scalable environments that speed up development.
Scratch OrgsScratch Org PoolingConnecting a Sandbox & Pulling ChangesDev Hub ManagementRe-authenticate Org AccessWorkspace OrgsProject OrgsSandbox Creation
Scratch Orgs
Create, manage, and pool Salesforce scratch orgs with Serpent. Connect to your Dev Hub for scalable, temporary environments that accelerate development and testing.
Workspace Scratch OrgsProject Scratch Orgs
Scratch Org Pooling
Speed up development by pre-creating scratch orgs with Serpent. Enable scratch org pooling in Project Settings to reduce wait times and streamline your workflow.
Source Control Management
Connect GitHub, GitLab, Azure DevOps or Bitbucket with Serpent to manage source control, track branches, commits, and review changes, and keep your workflow efficient.
Source Control Integration
Builds & Releases
Serpent makes Salesforce release management simple: bundle Work Items into versioned builds, deploy to Scratch, Development, Sandbox, or Production orgs, and track release logs for error visibility.
Release ManagementCreate New ReleaseAuto Release Creation (Merge Trigger)Rollback
Review Changes (PRs)
Manage changes without leaving Serpent. Track metadata changes, auto-sync with Git, view diffs, and collaborate with reviewers, all inside the Work Item interface.
Create a ReviewFile Changes Review Checks (Guide)
Roles & Permissions
Define workspace access with clear roles for owners, admins, and users. Manage responsibilities, billing, and project access securely across your team.
User Roles and PermissionsInvite UsersProject Permissions & Member Assignment
Actions Management
Serpent provides one-click deployment automation for Salesforce projects. Deploy, push, pull, preview, or open orgs from VS Code, with detailed logs and error tracking in Logs.
Actions OverviewDetailed Action LogsData Migration & MaskingAutomation FlowBackup & Restore
Serpent AI
Overview of Serpent AI features, what’s available now, and what’s coming soon.
Retrieve with AIDeploy with AIAI Code ReviewAI Conflict Resolver
Analytics Reports
Monitor Salesforce team activity in real time. Serpent's analytics dashboard shows credit usage, releases, and org usage, with detailed reporting options.
Credit Usage TrackingAnalytics Dashboard Views
Project Settings
Manage your Serpent project settings: review project info, configure scratch orgs, sync packages, and update parameters to streamline your development workflow.
Need Help?
Questions or issues? Our team is just an email away. Reach us at and we’ll help you get back on track quickly.
Connect an AI Agent with the Salesforce MCP Server
Credit Usage Tracking
Track Serpent credit usage for releases, actions, and scratch orgs. Review summaries, detailed breakdowns, and export reports for billing or audits.
Invite Users
Invite and manage workspace members in Serpent. Admins can assign roles, track shared subscription quotas, and onboard users via email invitations.
Accept InvitationMembers Management
User Roles and Permissions
Manage Serpent user roles and permissions. Assign Owners, Admins, and Users, and track shared workspace credits accurately.
Release Management
Manage Salesforce releases in Serpent: track release details, view build history, install packages, and create new builds across scratch, sandbox, or production orgs.
Create New Release
Create a new release in Serpent by selecting your package and org type. Finalize package settings in Project Settings before releasing.
Actions Overview
Automate Salesforce deployments with Serpent. Trigger actions from Work Items, Releases, or Automation Flows, and track every execution with detailed logs and error visibility.
Detailed Action Logs
Access detailed action logs in Serpent to troubleshoot deployments. View status, execution time, step-by-step logs, and errors for each action.
Create a New Work Item
Create new Work Items in Serpent with Git branches, connect orgs, assign team members, and streamline feature, bug, or task (work item types) management.
Create a New Project
Set up your Serpent project with built-in or Git source control, define project details, connect DevHub, and configure orgs or packages to start building releases.
Rollback
AI Conflict Resolver
Sandbox Creation
Project Permissions & Member Assignment
Project Scratch Orgs
Create and manage scratch orgs directly inside a project.
Workspace Home (Dashboard)
Understand the workspace home page and how to navigate to key areas quickly.
Project Orgs
Connect orgs at the project level and use them in Work Items and Releases.
Workspace Orgs
Manage workspace-level org connections shared across projects.
Workspace Scratch Orgs
View and manage scratch orgs synced at the workspace level.
Members Management
View workspace members, update roles, and manage access.
Projects List & Switcher
Find, open, and switch between projects from the sidebar and Projects list.
Dev Hub Management
Connect and manage DevHubs for scratch org creation and org-based development.
Restore Work Item Branch (Coming Soon)
Restore a deleted Work Item branch to recover changes tied to a work item.
Accept Invitation
Accept a workspace invitation and join your team in Serpent.
Backup & Restore
Create backups for Salesforce data and restore when needed to protect your environments.
Re-authenticate Org Access
Reconnect an org if authentication expires or access is revoked.
Create Workspace
Create a new workspace to organize projects, users, and billing.
Onboarding Session
Book or manage an onboarding session with the Serpent team.
Analytics Dashboard Views
Understand the analytics dashboards for team activity, pipeline health, and project performance.
AI Code Review
Use AI Review to detect risks and improvement opportunities in pull requests before merge.
Deploy with AI
Use AI-assisted deploy to detect dependencies and deploy complete metadata sets with fewer errors.
Retrieve with AI
Use AI-assisted pull to identify and retrieve the right metadata from an org with fewer misses and less noise.
Review Checks (Guide)
Configure and run PR checks to validate quality, tests, and deployment readiness before merge.
Auto Release Creation (Merge Trigger)
Automation Flow
Action Inside Work Items
Deploy changes directly from a Serpent Work Item page. Select target orgs, confirm components, and track deployment status within the work item workflow.
Plan Management
Manage your Serpent subscription with ease: track credit usage, handle billing, upgrade plans, and purchase add-ons when needed to keep projects running smoothly.
Connecting a Sandbox & Pulling Changes
Learn how to create and manage Salesforce sandboxes in Serpent. Set up sandbox orgs, pull metadata changes, compare updates, and commit them to Git for streamlined development.
Data Migration & Masking
Migrate data between environments in Serpent by selecting source and destination, confirming objects, and tracking status to ensure data integrity.
Source Control Integration
Connect GitHub or GitLab to Serpent, sync branches and Reviews, or use Serpent's built-in source control. No Git expertise needed.
File Changes
Track all reviews in Serpent, view diffs, commit updates, and collaborate by tagging reviewers, seamlessly synced with your Git workflow.
Create a Review
Create and manage pull requests in Serpent from Release or Task pages. PRs sync with your source control and support flexible base/destination options.
Frequently Asked Questions
How does Serpent pricing work?
Serpent is priced per company, never per user or per org. Essentials is free, with unlimited users and about 30 credits a month. Scale is $699 per company per month, with unlimited users and about 300 credits. Enterprise is custom, with flexible credits and support.
What actions consume credits?
Credits are used for deploying, running tests, syncing metadata, creating or executing actions, and AI workflows.
Are credits shared across the team?
Yes. Credits are shared at the workspace level.
Do unused credits roll over?
No. Credits reset each billing cycle.
Can I change or cancel my subscription?
Yes. You can upgrade, downgrade, or cancel anytime.
How does Enterprise pricing work?
Enterprise plans are tailored for larger teams, with flexible credit allocations and support. Pricing stays per company, never per user or per org.
Do you offer a free plan or trial?
Yes. Essentials is free forever, with unlimited users and about 30 credits a month. You also get a free, live interactive Demo Workspace when you sign up.
How do I create a new project in Serpent?
Click Create Project from your dashboard, fill in the details, and follow the guided setup.
Can I link my project to a Git repository during setup?
Yes. Connect GitHub, GitLab, or Serpent source control during project creation.
How do I invite team members?
Go to Members and use Invite Members to send email invitations or share an invite link. Assign roles as needed.
Can I break down features into Work Items and assign them?
Yes. Create Work Items under each project, assign them to workspace users, and track progress in Serpent.
What is a scratch org and why use one?
A scratch org is a temporary Salesforce environment for development and testing. It lets you build in isolation without affecting production or shared sandboxes.
How do I create a scratch org in Serpent?
Open Scratch Orgs inside a project, click Create Scratch Org, choose your configuration, and Serpent provisions it for you.
Can I configure features and lifespan of my scratch org?
Yes. Choose Salesforce features to enable and set the lifespan within Salesforce limits.
How do I push code or metadata to a scratch org?
Link your repository, then use Serpent to push metadata to the scratch org from the UI.
What happens when a scratch org expires?
Expired scratch orgs are deleted and cannot be recovered. Commit and back up changes before expiration.
Are there limits on scratch orgs?
Yes. Salesforce sets limits based on your DevHub edition, and Serpent shows your usage and remaining quota.
How do I assign a scratch org to a Work Item?
When creating or editing a Work Item, select an available scratch org to keep development organized.
What are Public, Shared, and Private orgs?
- Public Org: Visible to everyone in the workspace.
- Shared Org: Visible to everyone, but each user must reauthenticate to access data.
- Private Org: Visible only to the creator.
What is the difference between Shared and Private orgs?
Shared orgs are visible to the workspace but require reauthentication for data access. Private orgs are isolated and only visible to the creator.
What is an Org Shape and why does Serpent support it?
Org Shape captures features and settings (not data) from a production or sandbox org so scratch orgs mirror real configurations.
Does Org Shape include production data?
No. Org Shape captures features and settings only.
What is a Packaging Org and can I use one in Serpent?
A Packaging Org is used by ISVs to build AppExchange packages. Serpent supports connecting Packaging Orgs.
Why does a Shared org require reauthentication?
For security compliance, each user must authenticate with their own credentials to access data.