Gearset

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

Pipeline setup - minimum permissions needed to set up Gearset pipelines

Our advice around which metadata types to include when setting up your automated pipeline.

Pipeline setup - what metadata types should I include for Gearset pipelines?

Key considerations when deciding whether to refresh all environments prior to setting up Gearset Pipelines

Pipeline setup - implications of in-progress work

This article describes the issues that can occur when you have multiple pipelines for the same source code repository

Why can't I have multiple pipelines for the same repository?

Why we recommend starting a fresh repository when creating your pipeline.

Pipelines - why we recommend starting with a new repository

Four checks to confirm your environments, licenses, service users, and team are ready before you set up Gearset Pipelines.

Pipeline setup - key prerequisites

How to decide which Salesforce environments belong in your Gearset Pipeline, starting from Production and working backwards.

Pipeline setup - choosing your environments

What permissions do you need to give the Gearset Deployment User

Deployment User in Salesforce - Permission checklist

Setup reference — what the Git user needs before you start

Deployment User in Git - Permission checklist

Valerio Chang

Steve Ballantine

Antonio Sale

Find out about actions we recommend teams take before setting up a new Pipeline

Prerequisites for Pipeline setup

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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