This article is for the 'Org Administrator' in particular. The actions discussed in the article will not be available to the General Users.
Branching Baseline: Overview
Retrieving and committing components from a Salesforce Org to a Version Control Branch is done using Branching Baseline. This useful feature can deal with a lot of metadata and is ideal for (but not limited to) the following two scenarios:
- Branching Baseline will sync the branch to its mapped Salesforce Org so that they are in sync.
- If a user is creating a new branch and wishes to update it with an existing Salesforce Org, they can do so.
Execute a Branching Baseline commit
- Log into your AutoRABIT account.
- Hover your mouse over the Admin module and click on Branching Baseline.
- From the Branching Baseline screen, click on the New Branching Baseline button at the top-right corner.
- The Branching Baseline screen appears where you need to fill in the details listed below:
- Give a label name.
- Select your Salesforce Org as the source of the commit.
- Select your repository and branch to which you like to commit code to.Important Note:For Version Control registered in the SFDX structure, you need to specify the 'Source Folder' from where the metadata will get fetched. If you're not able to view the source folder in the drop-down, it seems the source folder is not listed in the Package Directory under the sfdx-project.json file in your local directory. For a detailed procedure of adding the source folder in the Package Directory, do refer to the article: Salesforce DX metadata format
- Exclude baseline managed package changes: Selecting this option will ensure that only unpackaged components are being retrieved into your version control branch. Important Note:If a managed package is installed in a Salesforce org on a date, but a different date is given on the CI Job created, then the installed managed package numbers are also loaded. To skip those installed managed packages, we have an option to exclude baseline managed package changes. As all installed packages in a Salesforce org come from a Managed source (AppExchange, etc.), such managed components can be excluded from a baseline operation.
- Delete existing metadata and commit new changes: This option will delete all existing metadata and commit all the metadata members from the Salesforce org to the Version Control repository thereby deleting the existing contents of a branch prior to the Baseline operation. In short, if you want zero components in your repository, then this option will allow you to delete all the existing metadata and commit all the metadata members from the salesforce org to the version control repository.
- Use Bulk Retrieve: This option retrieves the components in batches. The users need to specify the batch size for Profile components and other components in which they will get retrieved.
- Specify the batch size for both profile and remaining components to retrieve records: You need to specify for profile components and other components in which AutoRABIT will retrieve. So the default size for the profile is 500 and for other components is 2000. You can modify it as per your requirement. The option of bulk retrieval is really helpful in running large jobs that would exceed normal processing limits – you can deploy up to 10000 files at once or a maximum size of 14Mb. Using Batch Size, you can process records in batches to stay within platform limits. If you have a lot of records, processing records through batches are the best option.
- Click OK. A notification pops up displaying that the branching baseline operation is initiated.
- You will be redirected to the Branching Baseline Summary page, where you can find the status of your branching baseline operation recently created. The status column will give you information on whether your baseline operation has been successfully completed or failed.Point to Note:Branching baseline commits for the SVN repository may take up to 10 minutes to complete.
- Info: This will give the info about the Salesforce Org and the Version Control Repository/ Branch selected for the Branching Baseline operation.
- Revision#: View the revision generated at the Version Control along with the filename status. You can even download the report if required.
- Log: View the execution log of the Branching Baseline operation.
- Status: View the status of the Branching Baseline operation
Status Description The branching baseline operation is in progress The branching baseline is successfully completed The baseline operation got failed
- Run: This option allows you to run your branching baseline operation at a later stage. It iterates a new baseline operation to update your branch with the latest metadata from your Salesforce Org.
- Delete: Deletes the branching baseline operation when you don’t require one, like older ones. Once deleted, this cannot be undone.
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