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Pulling changes

Find out how you can easily and conveniently persist changes done in your Salesforce Sandbox or Scratch Org.

Harald Mayer avatar
Written by Harald Mayer
Updated over 8 months ago

Monitor changes

On the "Changes" tab, you'll see which metadata was changed in your org. This view updates in near real-time, so as you work in your Salesforce org in another window, for example, through the Salesforce setup or in VS Code, the metadata you touch gets added to the "Changes" tab.

Persist changes

Once you want to store your changes in Git, either for backup reasons or for submitting your work for review or deployment to another environment, click "Pull changes." A dialogue opens showing all of your changed metadata, conveniently grouped by metadata type. It also allows you to opt out of specific files you want to exclude. After making your selection, click "Commit changes." This will send your changes to Git, together with your comment, captured in the "Commit message."

Move changes to review

Once you feel ready to move your changes to review – depending on your setup – this may trigger a notification to a group of reviewers or automation to, for example, apply QA (see Hutte's Code Analyzer Recipe for inspiration). Opening a pull request is optional and can be done whenever you have finished your work.

Pull changes templates

From the “Pull changes” menu item inside the "Project Settings," defaults or placeholders for the individual input fields of the “Pull changes” dialogue can be set.

We ship the feature with the following defaults:

  • Default Pull Request Title: {{feature_name}}

  • Default Pull Request Description: blank

  • Default Commit Message: blank.

Your users will find their “Pull changes” form with an empty commit message and pull request description, and a pull request title defaulting to the name of your Scratch Org and Sandbox Feature.

By leveraging the “use as Placeholder only” checkbox in combination with a set of variables that we provide, a typical configuration could make the form appear, for example, like this:

Utilizing the "Changed Files" tab

With our "Changed File" tab, you can seamlessly manage and navigate the committed changes in your current Sandbox or Scratch Org feature.

Key features:

  • Consolidated view of changes: Quickly spot all committed metadata files, ensuring you're always on top of your progress.

  • Detailed insight into modifications: Experience a 'diff' view, highlighting the precise changes in each file.

  • One-click revert: Made an oversight? Effortlessly revert or remove any unintended files, ensuring your Pull Requests remain clean and precise.

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