The Blue Canvas Developer Hub

Welcome to the Blue Canvas developer hub. You'll find comprehensive guides and documentation to help you start working with Blue Canvas as quickly as possible, as well as support if you get stuck. Let's jump right in!

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Getting Started with Blue Canvas

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

Before you begin

What are those Git commands all about?

Blue Canvas uses Git under the hood. Accordingly, we make it possible to use Blue Canvas via the command line. However, you do not need to know anything about Git or the command line to use the tool to backup and deploy your metadata. You can ignore them if you have no use for them.

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.

Choose a Column

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 +New Branch or 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.

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.

For more please see this demo video:

Getting Started with Blue Canvas

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