# Building a Package from Salesforce

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The **CI JOBS** screen is best viewed at **80%** zoom in Chrome or Firefox.
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### Overview <a href="#overview" id="overview"></a>

Create a package from a Salesforce org based on a **Start date** and deploy or validate that package in a different [Salesforce org](https://knowledgebase.autorabit.com/product-guides/arm/arm-features/automation-and-ci/create-a-new-ci-job/broken-reference). You can also configure the job to run functional test cases stored in version control.

### Procedure <a href="#procedure" id="procedure"></a>

1. Log in to ARM.
2. From the top navigation bar, select **`Create New > New CI Job`**.

   <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FJ2jCQPim2excrg4qOmy1%2Fimage.png?alt=media&#x26;token=602a74b2-b96c-4a07-9553-21f47a7c2664" alt="Create New > New CI Job menu option"><figcaption><p>Create New ➜ New CI Job menu option</p></figcaption></figure>
3. Click the **Package from Salesforce** tile.

   <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FpeILFXthxW49SlgtBmxz%2Fimage.png?alt=media&#x26;token=a7beb907-ce3f-4322-86d8-24a75879378b" alt="Package from Salesforce job tile"><figcaption><p>Package from Salesforce job tile</p></figcaption></figure>
4. Enter a descriptive **Job name**.
5. Add a brief **Description**.
6. (Optional) Choose a **Group** to organize the job, or click **`+`** to create a new group.
7. The configuration page has several sections explained below.

#### Build <a href="#build" id="build"></a>

Under **Build**, provide:

1. **Source Salesforce org** – The org to package.
2. **Package type** – How ARM gathers metadata:

   * **Unpackaged mode** – Retrieves metadata changed since the last ARM cycle (or since **Start date**, if set).
   * **Unmanaged package** – Retrieves components from an unmanaged package so you can edit them.
   * **Managed package** – Retrieves components from a managed package created in a partner dev org.

   <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FhiFgL8D0OdXAXhhMuwjb%2Fimage.png?alt=media&#x26;token=1bbe0067-601a-40e1-9d0d-bb8f1683671a" alt="Package type selection list"><figcaption><p>Select the package type for metadata retrieval</p></figcaption></figure>

**Additional build options**

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FSj1iaCfhUomPASy4Rs3J%2Fimage.png?alt=media&#x26;token=354308a2-49ce-4415-b33f-ba25f2b652a3" alt="Additional build options panel"><figcaption><p>Additional build options</p></figcaption></figure>

1. **Auto switch to bulk retrieve service if job hits metadata governor limit** – Automatically uses batch retrieval when a job approaches Salesforce limits. Specify **Batch size** (up to 10 000 items).
2. **Exclude installed (managed) components and changes** – Skip all managed-package components.
   * **Exclude all manually created components** – Also skip custom components in managed packages.
3. **Include picklist modifications** – Always include picklist fields, even if Salesforce did not update the “last modified” date (source = Salesforce org only).
4. **Generate code coverage report** – Include Apex test-coverage details.
5. **Run static analysis report** – Run an SCA tool before the build proceeds.

   * **Apex PMD / Salesforce Scanner** – Choose whether to scan all Apex classes or only those modified after a given date, and set a **Priority** threshold.

     <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FgZGtBA8VAXYIlUvcpytp%2Fimage.png?alt=media&#x26;token=85ca28ff-e480-4677-bbf3-21862c90ba0e" alt="Criteria configuration for Apex PMD and Salesforce Scanner"><figcaption><p>Criteria configuration for Apex PMD and Salesforce Scanner</p></figcaption></figure>
   * **CodeScan / SonarQube** – Choose to scan all supported metadata types or only newly added ones, and set a **Priority** threshold.

     <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FmtH3AvNgJPmJ8TVyidOg%2Fimage.png?alt=media&#x26;token=8ad3d9bb-f9f2-49cd-8898-116d2159ca74" alt="Criteria configuration for CodeScan and SonarQube"><figcaption><p>Criteria configuration for CodeScan and SonarQube</p></figcaption></figure>

     * **Run on all supported metadata types** – Scan every retrieved component.
     * **Run on newly added supported metadata types** – Scan only components added in the current retrieval.

       <figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FHM1zRp7AuH9LswF3E1oP%2Fimage.png?alt=media&#x26;token=aeb8e3db-59d0-4fbe-a9c5-4866770e4165" alt="Scope options for supported metadata types"><figcaption><p>Scope options for supported metadata types</p></figcaption></figure>

   For details on running **static code analysis in CI jobs**, see [this guide](https://knowledgebase.autorabit.com/product-guides/arm/arm-administration/static-code-analysis-in-ci-cd).
6. **Additional profile packaging options**
   * **Remove login IP ranges** – Omit IP-range settings from profiles.
   * **Remove system and user permissions** – Omit profile permissions from deployment.
7. **Exclude metadata types** – Globally omit specific metadata types from all CI jobs.

{% hint style="info" %}
To set global exclusions, open **My Account > My Salesforce Settings**, select **Exclude metadata types**, and choose the types to skip. These settings apply to all future CI jobs.
{% endhint %}

#### Notifications <a href="#notifications" id="notifications"></a>

Send success or failure emails to selected recipients.

<figure><img src="https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FBka0atoHZ8O4TEnVXKSk%2Fimage.png?alt=media&#x26;token=59d9c8d2-6bf4-473a-9a41-3344d8be5548" alt="Notification recipient list"><figcaption><p>Select notification recipients for build status</p></figcaption></figure>

#### Schedule <a href="#schedule" id="schedule"></a>

Run the job automatically:

* **Daily** – Run every day at the chosen time or interval.
* **Weekly** – Run on selected day(s) and time.
* **No schedule** – Save the job and run it manually when needed.

For credential-usage details across CI job types, see the [FAQ](https://knowledgebase.autorabit.com/product-guides/arm/troubleshoot/arm-faqs/ci-jobs).

### What next? <a href="#what-next" id="what-next"></a>

After saving the job, ARM redirects you to the [CI job results](https://knowledgebase.autorabit.com/product-guides/arm/arm-features/automation-and-ci/ci-job-history) page, where you can start the first build.