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Find practical guides for setting up Serpent, managing Salesforce work, reviewing changes, deploying safely, and resolving common issues.
Start here
New to Serpent? Follow these guides in order to create your workspace and begin working with your Salesforce project.
- How Serpent Works: Key Concepts
The core ideas behind Serpent - Workspace, Project, Work Item, orgs, and releases - which terms are Salesforce-standard, and what to expect at each step.
- Setup & Signing Up
Create your Serpent account and complete the initial setup so you can start delivering Salesforce changes.
- Onboarding Session
Book a guided onboarding session to set up your first workspace, project, and connected orgs with help from the Serpent team.
Browse by topic
Choose the area you are working in to find step-by-step guides and answers.
Getting Started
Create your account, set up a workspace and project, and learn the shortest path to completing your first task in Serpent.
9 articles
Projects & Work Items
Organize Salesforce changes into projects and Work Items, manage their lifecycle, and keep delivery work connected to source control.
4 articles
Orgs & Environments
Connect and manage Salesforce orgs, Dev Hubs, sandboxes, scratch orgs, org access, and reusable development environments.
9 articles
Source Control & Reviews
Connect your source-control provider, manage branches and changes, and review pull requests without leaving Serpent.
7 articles
Deployments, Actions & Releases
Run Salesforce delivery actions, inspect their progress and logs, assemble releases, deploy safely, and recover when something fails.
17 articles
Data, Backup & Restore
Move Salesforce data safely, mask sensitive values, create backups, and restore supported org metadata and records.
2 articles
Serpent AI
Understand Serpent AI capabilities and use AI-assisted retrieval, deployment, code review, conflict resolution, and MCP workflows.
6 articles
Workspace, Team & Billing
Manage workspace access, team responsibilities, subscriptions, credits, and usage reporting.
12 articles
Troubleshooting & FAQs
Find direct answers to common setup, org, project, subscription, and delivery questions, then contact support if the problem continues.
28 articles
Popular guides
How Serpent Works: Key Concepts
The core ideas behind Serpent - Workspace, Project, Work Item, orgs, and releases - which terms are Salesforce-standard, and what to expect at each step.
Data Migration & Masking
Move Salesforce data between orgs and mask sensitive values, so lower environments are realistic without exposing production data.
Serpent AI
Serpent AI turns plain-English intent into scoped, reviewed Salesforce delivery actions, and always waits for human approval before anything ships.
Setup & Signing Up
Create your Serpent account and complete the initial setup so you can start delivering Salesforce changes.
Source Control Integration
How Serpent keeps every Salesforce change in Git for you, so admins and developers get full version history without running Git commands.
Still need help?
Can't find what you need? Contact support and include the action, org, project, or release you were working on.
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