Connections: Creating a New Connection

This page explains how to connect Salesforce orgs (Production or Sandbox) to Revvy. Connections allow Revvy to securely authenticate with Salesforce using OAuth and enable DevOps operations.

Overview

Connections are the bridge between Revvy and your Salesforce environments. Each connection represents a Salesforce org that you’ve authorized via secure OAuth login.

When a connection is established, Revvy can perform actions such as retrieving metadata, tracking changes, and deploying between orgs — without requiring you to manually handle Salesforce credentials after setup.

Creating a Connection

1. Navigate to Connections in the sidebar.

2. Click Create Connection.

3. In the popup:

   • Enter a Name for the connection (e.g., TargetSandbox, CRMProd).

   • Select the Connection Type → either Production or Sandbox.

4. After selection, you are redirected to Salesforce’s login page.

5. Log in with your Salesforce credentials.

6. Once authenticated, Salesforce redirects you back to Revvy, and the connection is established.

The connection will now appear in the list with:

• Name

• Type (Production or Sandbox)

• Username used for authentication

• User Full Name associated with that Salesforce account

• Created By and Created At timestamps

Managing Connections

For each connection, use the options menu (three dots) to:

• Refresh Token → Re-authenticate the connection when Salesforce requires it.

• Delete Connection → Permanently remove the org from Revvy.

Best Practices

• Use descriptive names (e.g., SourceSandbox, Prod-Finance) so it’s clear which org each connection represents.

• Remove unused connections to maintain security and avoid confusion.