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Connecting a Sandbox & Pulling Changes

Connect a Salesforce sandbox to Serpent and pull its metadata changes into your project.

Try it in Serpent

Sandboxes are full copies of a Salesforce org used for development and testing. Connecting a sandbox to Serpent lets you pull the changes made there into a project so they can move through review and release.

Add Org dialog with org type, alias, and privacy level fields

Connect it in Serpent

Open the Add Org dialog with the "Try it in Serpent" button above, then:

  1. Choose the org type

    Set the Org Type to a sandbox so Serpent knows what it is connecting.

  2. Authorize the sandbox

    Sign in to the sandbox so Serpent can access it.

  3. Set an alias

    Enter an Alias so the sandbox is easy to recognise in your orgs list.

  4. Associate it with the project

    Connect the sandbox to the project that works against it, so it becomes a source you can retrieve from.

Pull changes in

  • Retrieve the metadata that changed in the sandbox into a Work Item.
  • Review the pulled changes before they progress.
  • Let Serpent capture them on the Work Item's branch for you.