Getting Started

This page will help you get started with Blue Canvas. You'll be up and running in a 4 clicks!

Connect Your Salesforce Orgs

With Blue Canvas you can get automatic Salesforce metadata backups and audit trails set up in just 4 clicks. There is literally no training or other work required.


Automatic Metadata Tracking

Blue Canvas polls your Org and looks for changes to tracked metadata. This happens automatically as soon as you connect your Org. No need for any further setup.

For example, if someone makes a change in the Developer Console or in the declarative UI and forgets to push it to the Git repo, Blue Canvas will pick this up and make it a commit in the source history. Other team members will see this when they pull changes down to their local development environment or look at diffs using Git.


Choose a Column for Each Org

You will see three columns on the dashboard: Development, UAT, and Production. Choose which column you want to connect your orgs under. Please note that these columns are simply to help organize your orgs according to your release process.

You can have multiple connected orgs in each column.

Click Connect an Org in the appropriate column.

Name Your Branch

Give your branch a name. This will be the name used to refer to the branch that tracks all changes on the connected org. It's best if it's something that easily helps you remember which org that branch represents.


Select the Appropriate Org Type

Choose between Developer Edition, Sandbox, and Production depending on the Edition of the Salesforce Org you are going to connect.


Connect with OAuth

You'll be prompted to go through Salesforce's highly secure OAuth flow. Log in with the Salesforce username and password belonging to the Salesforce Org you are going to connect.

Authorize the app by clicking Allow.


That's it! Now that you're connected Blue Canvas will automatically track and backup your metadata.

For more please see this demo video:

Next you can compare files and deploy them.