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Create a New Project

Create a project in Serpent and link it to the source control repository and orgs it delivers from.

Try it in Serpent

Creating a project sets up a new delivery pipeline: name it, choose how it ships changes, connect its source control, then set the review policy and starting team. From there the team can begin creating Work Items.

Create a project in Serpent

Open the new-project flow with the "Try it in Serpent" button above, then work through each step:

  1. Name the project

    Type a clear project name and an optional description, then continue. Serpent turns the name into a project identifier automatically, so there is no slug to set.

    Create New Project details step with project name and description fields
  2. Choose a deployment type

    Choose Org development to deploy metadata directly between orgs in a change-set style flow, or Package development to build versioned second-generation packages you install across orgs.

    Deployment type step with Org development and Package development options
  3. Select source control

    Pick where the repository lives. Choose Serpent for built-in source control with no account, or connect GitHub, GitLab, Bitbucket, or Azure DevOps through OAuth. No access token needed. This connection is required for later Work Items to get a branch automatically, so do not skip it.

    Source control step with Serpent, GitHub, GitLab, Bitbucket, and Azure DevOps options
  4. Set the review policy and create

    Review the summary, choose how code review is enforced, assign the starting team, then select Create project to finish. You can change the review policy and members later in Project Settings.

    Review step showing project summary, review process options, and team assignment

Connect orgs

Once the project exists, open the Orgs area and add the Salesforce orgs it develops against and releases to. You can connect more orgs later as the project grows.