Connection Overview

The Connection Overview page displays metadata and details of a specific Salesforce org available in devops.revvy.io.

Overview

The Connection Overview page opens when you select a connection from the Connections list. These connections are synced from global.revvy.io/connections. If an org is missing, ensure it is authenticated in Global before it will appear here in DevOps.

The page provides three tabs: Overview, Activities, and Settings. By default, the Overview tab is displayed, showing metadata components retrieved from Salesforce.

Big Note: Metadata retrieval happens automatically in the background across all connected orgs. You don’t need to click the Retrieve button for this to work. The system runs retrieval jobs in parallel, ensuring that the component list is always up to date.

Components List

  • Lists all metadata such as Apex Classes, Profiles, Apex Pages, Components, and more.

  • Displays key details for each component:

    • Name (e.g., RevvyDemo)

    • Type (e.g., ApexClass, Profile)

    • Updated By (Salesforce user who last modified the component)

    • Updated Date (timestamp of the last modification in Salesforce)

Filters and Sorting

  • Select Type: Filter by metadata type (e.g., ApexClass, ApexComponent, ApexPage).

  • Search Users: Filter by the Salesforce user who last updated a component.

  • Date Filter: Select a date range to see components updated within that period.

  • Sort Options: Sort by Name (A–Z / Z–A), Latest Activity, Oldest Activity, or Salesforce Latest Activity.

Retrieve Button

  • The Retrieve button (top-right) allows you to fetch the latest metadata from the connected Salesforce org.

  • After retrieval, results are logged in the Activities tab and a confirmation message appears.

Component Details

Clicking a component (e.g., RevvyDemo) opens a detail page that includes:

  • The source code (for Apex classes or other metadata).

  • The metadata XML file associated with the component.

  • Audit details such as updated user and last modified timestamp.

Best Practices

  • Always Retrieve before making commits or deployments to ensure you’re working with the latest metadata.

  • Use filters and search to quickly narrow down results in large orgs.

  • Regularly review the Updated By column to track who last changed critical components.

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