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Grouping developer sandboxes in Pipelines
Grouping developer sandboxes in Pipelines

How to use developer sandbox groups to organise your pipelines

K
Written by Kenny Vaughan
Updated over a week ago

Using pipelines can be a great way to manage and visualise your Salesforce release process. With developer sandbox grouping we've introduced the ability to logically group your developer sandboxes in a way that matches how you and your teams work.

With developer sandbox grouping you can turn your pipelines from this:

into this:

Create a developer sandbox group

  1. On the top right of the pipeline's view, click on Add + and click on Create developer sandbox group:

  2. Add a Group name. Pick something that represents your logical grouping; this might be a team name or something else meaningful for your organisation:

  3. Add some sandboxes into your group. From the Group members dropdown you should see a list of sandboxes that aren't already a member of a group. Click on any that should be added to your new group. If you've selected the wrong one you can always click on the x to remove the selection:

  4. Finally, Choose an environment to connect the group to. This is the downstream environment that all developer sandboxes in this group will connect to:
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  5. Click Save. Your pipeline will now show your new group with the developer sandboxes inside. The number on the top right indicates how many developer sandboxes are in the group. You'll see an edit icon that enables you to change the group name (e.g. from Pipeline team to another name), or to modify the members in the group:


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Important to note: Adding a developer sandbox to a group will connect it to the downstream (static) environment that is chosen for the group.

Edit a developer sandbox group

On the developer sandbox group click the edit icon () to rename your sandbox group, or add and remove members:

Change the downstream connection for an existing sandbox group

Changing the downstream environment of an existing sandbox group can be achieved in the same way you'd modify the layout of your pipelines: click on the Edit environments button:

Your pipeline is now in edit mode and you can add and edit connections. When you're done don't forget to click Save changes:

Delete a sandbox group

Click on the Edit environments button:


Your pipeline is now in edit mode. Click on the delete icon () to delete the sandbox group:

Save changes when you're done. If you've changed your mind you can always click Cancel instead.

Note: When you delete a sandbox group it won't delete the sandboxes within the group. These sandboxes will move back into an ungrouped state, so you won't lose any of them. You can then connect ungrouped developer sandboxes to the correct downstream environment.

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