The Copado integration allows users to scan user stories with Clayton and automate repetitive code review tasks on Salesforce developments.

Before we start

Clayton scanning capabilities

When working with user stories, it's key to make sure new developments and configuration changes are not going to introduce security flaws or code quality problems.

Our Copado integration supports both the validation of the proposed changes for each user story (via pull request) and a full scan of the specific user story branch.

1) Pull request validation

Each user story can be validated using pull requests and, for every new PR created, Clayton launches a scan of the proposed changes.

At the end of the validation phase, a review is automatically published to Salesforce in a dedicated custom object.

2) Full feature scan

It is also possible to validate the entire feature branch and scan

Installation

The Copado integration requires the installation of an unmanaged package in the same Salesforce Org in which Copado is installed.

Prerequisites

  • Copado 17.4 or later

  • An active Clayton subscription

  • Please note that this integration is currently in Beta

Setup

Install our package

Use the following link to install the Copado Integration Package

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t09000000VuXBAA0

First-time configuration

The Copado-Clayton integration requires 2 Clayton specific parameters to be set :

  • Account Id : unique ID identifying an account in Clayton

  • Project Id : unique ID identifying a project in Clayton.

These parameters aren't currently available in the UI, but can be easily extracted from the URL of any Clayton report.

For example, if your Clayton project page is available at this url

https://app.clayton.io/workspace/5f02a354-d8e0-11eb-b8bc-0242ac130003/7463c214-d8e0-11eb-b8bc-0242ac130003

You can extract the following:

Account Id

5f02a354-d8e0-11eb-b8bc-0242ac130003

Project Id

7463c214-d8e0-11eb-b8bc-0242ac130003

To set these parameters in Salesforce, open the “Setup” and the search for “Custom Settings” on the left section.

Click “Manage” on the “ClaytonSettings” item row.

Click on the "New" button.

You can now enter the Clayton Account and Project Ids and click on “Save”

User provisioning

The integration requires each Copado user (in the Salesforce org) to have a corresponding Clayton user.

First-time user setup

The Copado-Clayton Integration requires all users to define a Named Credentials Settings with their Clayton credentials. This is done, so that all the calls to Clayton APIs are done on behalf of the running user in Copado.

In Salesforce > Settings > My Personal Information -> Authentication Settings for External Systems

Add a new “Authentication Settings for External Systems” by selecting “Clayton” as Named Credentials and providing your own Clayton credentials.


That's it, you are good to go!

Need more help?

If you need additional support please drop a message to support@clayton.io and we will assist you with the setup.

Did this answer your question?