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Minimum permissions needed to set up Gearset Pipelines
Minimum permissions needed to set up Gearset Pipelines
There is a minimum set of permissions needed by the member (or members) of the team who are setting up the CI jobs and Pipelines
Claudia McPhail avatar
Written by Claudia McPhail. Updated over a week ago

In order to set up Gearset Pipelines, you'll need the following access:

  • Read/write access to the repository you are intending to use as the basis of the Pipeline.

  • The ability to create webhooks on that repository.

  • Admin permissions on the Salesforce orgs you are intending to use in the Pipeline.

  • An Automation Platform License assigned to your team in Gearset.

Additionally, if you'd like to integrate Jira with your Pipeline, you'll need to set this up for your team – which will require the involvement of at least one Jira admin.

Checking whether you have the correct permissions will look different depending on what source control provider you are using.

GitHub

  1. Sign in to GitHub.

  2. Navigate to the repository containing your Salesforce metadata.

  3. Open 'Settings'.

  4. Open 'Webhooks'.

  5. Confirm you can see on this page the option to 'add webhook'.

GitHub Enterprise

First, confirm that you have completed these steps to connect to GitHub Enterprise. Then, follow the steps above to confirm that you can create webhooks for the repository you're intending to use for your Pipeline.

Bitbucket

  1. Sign in to Bitbucket.

  2. Navigate to the repository containing your Salesforce metadata.

  3. Open 'Repository Settings'.

  4. Open 'Webhooks'.

  5. Confirm you can see on this page the option to 'add webhook'.

Bitbucket Server

First, confirm that you have completed these steps to connect to Bitbucket Server. Then, follow the steps above to confirm that you can create webhooks for the repository you're intending to use for your Pipeline.

GitLab

  1. Sign in to GitLab.

  2. Navigate to the repository containing your Salesforce metadata.

  3. Open 'Settings'.

  4. Open 'Webhooks'.

  5. Confirm you can see on this page the option to 'add webhook'.

GitLab self-managed

First, confirm that you have completed these steps to connect to GitLab self-managed. Then, follow the steps above to confirm that you can create webhooks for the repository you're intending to use for your Pipeline.

Azure DevOps

  1. Sign in to Azure DevOps.

  2. Navigate to the repository containing your Salesforce metadata.

  3. Open 'Project Settings'.

  4. Open 'Service Hooks'.

  5. Confirm you can see on this page the green icon to add a new service hook.

If you have any questions about setting up your Gearset Pipeline, please reach out to our team using the in-app chat.

Azure DevOps Server

First, confirm that you have completed these steps to connect to Azure DevOps Server. Then, follow the steps above to confirm that you can create webhooks for the repository you're intending to use for your Pipeline.

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