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  • flxbl
  • sfp
  • sfops
  • Overview
  • Features
  • Environments
    • Creating an Environment
    • Authenticating to Environments
    • Review Environments
      • Configuring Review Sandboxes
      • Creation and Allocation of Review Sandboxes
  • Project Workflows
    • sfops - Execute Issue Ops
    • sfops - On Pull Request Comments
    • sfops - Close Issues
    • sfops - Execute Every 30 mins
    • sfops - Daily Job Executor
    • sfops - Review Sandbox - Creator
    • sfops - On Push to Branch
    • sfops - Execute Releases to any env
    • sfops - Execute Releases
  • IssueOps
    • Access
      • Request elevated previlege in production
    • Release
      • Release a Domain
      • Hotfix Workflow
  • Changelog
    • November24
    • January25
    • May25
    • August25
  • DevCentral
    • Customising Menu
    • Extending using Custom Forms and Issue Ops Actions
  • self managed instances
    • Setup for self managed instances
      • 1. Create repositories
      • 2. Create a GitHub App
      • 3. Setting up sfops repository
      • 4. Trigger the workflows
      • 5. Setting up project repository
      • 6. Fetching upstream changes
        • 6.1 Manual Process for Updating sfops from Upstream
    • Update Instructions
      • Updating to v31.5.0
      • Updating to v30.3.1 and above
      • Updating to v29.0.0
    • Workflow details
      • Sync Upstream Repository and Create Pull Request
  • Legal
    • Terms of Service for sfops
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  1. self managed instances
  2. Setup for self managed instances

1. Create repositories

Last updated 10 days ago

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  • Required Repositories
  • Optional Repositories
  • Configure Repository Access for Reusable Workflows
  • Configure sfops-gh-actions Repository
  • Configure sfops-gh-actions-test Repository (if using)
  • Configure GitHub Pages for Dev Central Dashboard
  • Enable GitHub Pages
  • Enable GitHub Pages for Test Repository (if using)

In order to set up sfops in your GitHub organization, you need to set up the following repositories:

Required Repositories

These repositories are essential for a functioning sfops setup:

Repository
Description
Comments

sfops

Repository that contains the source code for sfops

sfops-gh-actions

The 'production' repository that will contain the workflows and actions that is built from the sfops directory

Your Salesforce projects will be consuming the actions and reusable workflows from this repository

sfops-dev-central

The 'production' dev central repository that will be used to build the GitHub pages static website which will house the sfops dev central

<project-repo>

The mono repository that will contain your Salesforce config/code

Optional Repositories

These repositories are only needed for specific scenarios:

Repository
Description
Comments

sfp-pro

Repository that contains the source code for sfp pro, which has additional features that are required for sfops

Only if you intend to maintain your own fork of sfp-pro

sfops-gh-actions-test

The 'test' repository that will contain the workflows and actions that is built from the sfops directory

Required if you want to make changes to the default actions and workflow and test it before rolling out to the production 'sfops-gh-actions' repository

sfops-dev-central-test

The 'test' dev central repository that will be used to build the GitHub pages static website which will house the sfops dev central

Required if you want to make changes to the default actions and workflow and test it before rolling out to the production 'sfops-dev-central' repository

<project-test-repo>

The mono 'test' repository that will contain your Salesforce config/code

Required if you want to test the workflows/actions before rolling out to project repository

Configure Repository Access for Reusable Workflows

Critical Step: After creating the repositories, you MUST configure the sfops-gh-actions repository to allow other repositories to use its reusable workflows. Without this, your project repositories will fail with "workflow was not found" errors.

Configure sfops-gh-actions Repository

  1. Navigate to your sfops-gh-actions repository

  2. Go to Settings → Actions → General

  3. In the "Workflow permissions" section:

    • Select "Read and write permissions"

      • This allows workflows to have read and write permissions in the repository for all scopes

      • Required for workflows to create tags, push changes, and publish artifacts

  4. Scroll down to the "Access" section at the bottom

  5. Select one of these options based on your security requirements:

    • Accessible from repositories in the '[your-org]' organization (Recommended)

      • Allows any repository in your organization to use the workflows

      • Access is allowed only from private or internal repositories

    • Accessible from repositories in the '[your-enterprise]' enterprise

      • If you're using GitHub Enterprise and want broader access

  6. Click Save to apply all settings

Configure sfops-gh-actions-test Repository (if using)

If you created a test repository, repeat the same steps:

  1. Navigate to your sfops-gh-actions-test repository

  2. Go to Settings → Actions → General

  3. In the "Access" section, select the same option as above

  4. Click Save

Note: These settings only need to be configured once when setting up the repositories. The workflows will be accessible to all repositories in your organization after this configuration.

Configure GitHub Pages for Dev Central Dashboard

The sfops-dev-central repository hosts the dashboard as a GitHub Pages site. You must enable Pages after creating the repository:

Enable GitHub Pages

  1. Navigate to your sfops-dev-central repository

  2. Go to Settings → Pages (or directly: https://github.com/YOUR_ORG/sfops-dev-central/settings/pages)

  3. Under "Build and deployment" → "Source", select:

    • GitHub Actions (this is required for the dashboard workflows to deploy)

  4. Click Save

Important: GitHub Pages must be enabled BEFORE running any dashboard update workflows. If not enabled, workflows will fail with "Get Pages site failed" errors.

Enable GitHub Pages for Test Repository (if using)

If you created a test dev-central repository, repeat the same steps:

  1. Navigate to your sfops-dev-central-test repository

  2. Go to Settings → Pages

  3. Under "Source", select GitHub Actions

  4. Click Save