Using the UI

There Blue Canvas UI has four major components: Branches, Files, Activity, Compare and Deploy.

Branches

The Branches tab is where you can connect your Salesforce Orgs to Blue Canvas.

To connect an Org click Connect an Org or +New Branch in the appropriate column or “swim lane”. Developer Edition and Sandboxes should be added in the Development column. UAT and Staging environments should be connected in the UAT swim lane. And finally your production Org belongs in the Production swim lane. You can have as many orgs in each column as you like. And you can deploy between any org in any direction. The columns are more for visualizing the flow.

The connection with Salesforce is securely established with OAuth 2.0, and Blue Canvas never reads your Salesforce credentials.

You can choose a name for your branch for easier tracking. Each Salesforce Org is associated with one branch on the Git repo. All changes that happen on that Org will be tracked in the Git branch associated with that Org.

📘

Tracking Declarative Changes

For example, if someone logs into a Sandbox Org and makes a declarative change to a Workflow Rule in the Salesforce UI, Blue Canvas will commit that change into the Git history for that Org’s branch. If someone deploys a new Apex Class or Visualforce Page with change sets, an Ant script or MavensMate, that will also now appear in the Git history for that Org’s branch in Blue Canvas.

Files

Blue Canvas keeps your Git repo in sync with your Salesforce Orgs in real time. On the Files tab you can browse through your code base to see what is actually live in production at any given moment. This is handy if you want to get a sense for how things look on an Org in real time. It’s also useful if you’re debugging and you want to make sure that your code deployed as you expected it would.

You can navigate the Files tree as you would any directory structure. The main benefit here is that everything is kept in sync in real time.

To see a list of all commits that have ever happened on a particular file go to the History view.

You can also use the Blame view to see line by line who contributed to the file’s current state and when.

Activity

The Activity tab is a basic dashboard for all activity that is happening on your connected Salesforce Orgs at a given time. You can see who is changing which files and when.

Compare

The Compare tab allows you to diff between different Orgs and their associated Git branches. Let’s say you want to see what is different between your UAT Org and your Production Org. Simply click the Compare tab.

At the top of the page there is a “from” field that includes a dropdown of all your connected Orgs. Select your UAT Org. Now in the “to” field dropdown select the master branch. Click “Compare”.

You will now see a line by line comparison of everything that is different between your Orgs. You can select Inline view:

or Side-by-side view:

Deploy

To deploy check out our docs on Deployment Requests.