Copado - SoftClouds | Expertise

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.IDEAS
.INNOVATIO
N .INSPIRATION
SoftClouds
Copado | Expertise

About Us
Founded
2005
Other Locations
Hyderabad, India
Delhi, India
Tokyo, Japan
Headquarters
San Diego, CA
Target Market
Majors & Enterprise

Industry Focus
Financial
Hospitality
Healthcare
Technology Airlines
Consumer
Goods
Engineering
& Construction
Industrial
Manufacturing
Communication
Automotive
Utilities
Diversified

What we DO
Proactively identify needs &
introduce innovative solutions
Own deep technical expertise
essential for today & tomorrow
Enterprise level service &
Resolve solutions history
Understand today’s need for
tomorrow’s demand
Proven methodology along
with a flexible approach
Trusted partner with
innovation at core

LOYALTY CLOUD
IDENTITY CLOUD
ANALYTICS CLOUD AUTONOMOUS
DATABASE
CX Expertise

Integrations

What's Copado?
• Native DevOps solution for Salesforce apps
• Enables full-lifecycle DevOps orchestration
• End-to-end SDLC processes from within Salesforce
• Unites Admins, Architects & Developers under one platform
• Delivers better visibility & Traceability
• Can manage multiple projects in parallel
• Decreases problem resolution time

Increased
Deployment
Speed
95%
Advantage Copado
Improved
Delivery Team
Capacity
Reduction to
Change Fail
Rate
40% 90%
307% Return on Investment $6.02M Benefits PV $4.54M NPV <6 Months - Payback

• User-friendly version control interface
• Enables easier “plug & play” integration
• Agile implementation
• Out-of-the-box integrations
• Quality check
• Easily customizable
• Pipeline provides a high-level overview
• Increase quality & frequency of releases
• No limitations on change sets
• Keeps all environments in sync
• Can perform history tracking
• Enables & helps team collaboration
• Identifies & unblocks bottlenecks
Why
Copado?

Copado - Features
• Interactive UI
• LOW Code User Experience
• Manage Day-to-Day Deployments
• Business Process Integration
• Security & Governance
• Guaranteed SaaS Connectivity
• Automated Metadata Backups
• Automated Reports
• Helpful Error Messages
• Continuous Integration/Continuous Delivery (CI/CD)
• Integrations
• Git Integration for Version Control
• JIRA Integration

Copado Licensing
• User-Based Licensing
• Copado Admin
• Copado User
• Copado Data Deploy
• Guest
• Copado Selenium Testing
• Copado Compliance Hub (CCH)
• Feature-Based Licensing
• Copado Branch Management
• Copado Selenium Minutes

Copado Features
Version Control
Integration Copado Data Deploy
Automated Apex Testing
Change
Management
Compare & Deploy Org Metadata Differences
Test Center
Webhook API & CLI
Reports &
Dashboards
Back Promotion
Deployment of Metadata
Using OAuth

Change Management (CM)
• Git Integration
• Pipeline Connections
• User Stories & Git Operations
• Promotion & Deployments
• Automation Templates
• Project, Application & Features
• Release
• Teams

Continuous Integration
• Integration between Git repository & destination Salesforce orgs
• CI permissions allow users to:
• Set who can execute the CI process
• Set hho has read-only access
• Receive setup notifications upon build/validate
failure/success
• Build tasks
• Deployment
• Built-in integrations
• Major version control systems
• Application lifecycle management systems
• Quality & test automation tools
• Built-in integrations: GIT, PMD, CodeScan, Vlovity, Jenkins,
TeamCity, Bamboo
• Add-on integrations
• Agile two-way integrations (Jira & Azure DevOps)
• Agile one-way integrations (Rally, ScrumDo, VersionOne,
TargetProcess & Agile Accelerator)
• OwnBackup, Provar, & Welkin Suite

• Large data load though BulkAPI
• Multiple related objects migrated with parent
• Reusable data templates
• Error messages upon data load failures
• Simple & efficient
Data Deploy

Deployment of Metadata
Using OAuth
• Admin has unlimited OAuth authentication to
Salesforce orgs
• Role-based access control
• Example - Only Admin can be provided with
ability to deploy in PROD
• Example - Developers can deploy in Non-
PROD
• Allows easy deployment of a data set to a
destination Salesforce org
• Easy deployment process
• Data templates can be saved & reused
across deployments
• Automated process

Webhook API & CLI
Copado allows webhooks that can connect with:
• GitHub, GitLab, Bitbucket, Azure (formerly known as Microsoft VSTS)
Copado CLI is a Salesforce CLI plugin that allows users to execute Copado-related tasks from:
• IDE/terminal
• Leverage Git
• Salesforce commands
• Agile
• Issue tracking tools, such as Jira
• User story automation

Compare & Deploy Org
Metadata Differences
Compare two Salesforce orgs & return metadata differences
between them:
• Differences can be filtered by date range, user & type of
difference (creations, updates & deletions)
• Differences calculated based on last modified dates of
components in source & destination orgs
Source & destination orgs not limited to Salesforce instances,
production-sandbox or sandboxes for the same organization
Snapshot differences feature:
• Perform comparison between two Salesforce orgs
• Two Git commits
• Salesforce org and a Git commit

Version Control
• Git-based source code repository hosting service
• Helps software development & version control
• Detailed tracking of change history
• Facilitates collaboration by allowing simultaneous
development
• Traceability - who did what & when
• Single source of truth for software development

Back Promotions
Promote user
stories from
higher to lower
environments
Minimize
metadata
differences
between orgs
Keep lower
environments in
sync with
upstream
environments
Helps reduce
merge conflicts
Back promote
multiple
instances at the
same time

Automated Apex Testing
Automated Apex
tests can be
performed in
your
organization
Can be
scheduled - Run
Apex test on a
daily basis
Be proactive
when the test
isn't passing
Save results
under credential
object

Test Center
• Integrates with external Selenium test providers
• BrowserStack, SauceLabs, CrossBrowser
• Copado holds the logic/data of the test
• Allows users to:
• Record, store, run & schedule Selenium tests within Copado
• Record data-driven tests once & run them securely on any org
using oAuth
• Allows users to track versions of Selenium test cases
• Selenium test cases promoted in same way as metadata
changes
• Promote & rollback show usage of current version
• Bulk update Selenium test suites with a newer or older
version
• Selenium testing CPQ
• Built-in CPQ smart locators to leverage Copado Selenium
testing with CPQ

Reports & Dashboards
Automated reports & dashboards to monitor
deployments
Reports can be filtered by
• Projects
• User stories
• Deployment users, etc.
Customized reports

Continuous
Integration
Continuous
Delivery
Continuous
Deployment
Continuous
Monitoring
Containerization
Collaboration
Our Capabilities
Our DevOps Capabilities

DevOps - Continuous Integration
Integrate &
automate
DevOps stages
Version
management
Review
management for
code merge
Trigger jobs with
help of plugins
or rest API
Automated
testing for each
build

Incorporates
Concept of
Continuous
Integration &
Automated
Testing
Test-Driven
Deployments
Testing Tools
Selenium
DevOps - Continuous Delivery

DevOps - Continuous Deployment
Deploy Tested
Applications on
Production
Test-Driven
Deployments
Testing Tools
• Selenium

DevOps - Continuous Monitoring
Ability to Detect,
Report, Contain
& Mitigate
Attacks within
Infrastructure
Provide Real-
Time Insights of
Infrastructure &
Applications
Plan for
Infrastructure
Upgrades

DevOps - Containerization
Eliminate Need to
Run a Virtual
Machine per
Application
Consume Fewer
Resources than
on VM
Scalable &
Flexible
Ease of
Deployment
Build Once, Run
Anywhere
No Platform
Dependencies

DevOps - Collaboration
Seamless
Delivery of
Applications
Centralize Incident
Information &
Development
Workflows
Developers & IT
Ops Work
Together

• On-Site Training
• Design User Profiles
• Customization of Objects
• User Guides/Manuals
Training Options

Support
Extended Warranty &
Support
Annual Maintenance
Support
On-Shore/Off-Shore
Models
Flexible Business
Models
Enterprise Level
Copado Support

Why SoftClouds?
• Well Balanced & Experienced Team
• Team Has Delivered Successful Solutions
• Strategic Thinking & Solution Providers
• Excellent Leadership Skills
• Working Knowledge with C-Level
• Flexible Business Models: Fixed Bid, Time & Material
• Execution Locations: On-Site, Off-Site, Off-Shore

Innovations
Expertise
Solutions
SoftClouds
Innovators Strategic Thinkers Technical Architects
Solution Providers

Thank You

Brian J. Friedman
GVP – Global Strategic Sales
415.378.7400
brianf@softclouds.com
www.softclouds.com

Copado - SoftClouds | Expertise

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