Description
Watch our Gearset accelerator session where we talk about best practice and game changing features in Gearset.
In this video we walkthrough:
- Getting started with Gearset: How to assign licences to all team members, add a layer of security to your account, connect Salesforce Orgs and how to connect your Git based version control and other services.
Gearset Accelerator videos:
Transcript
When you first sign into Gearset, you'll need to assign a license to your user. You can do this by heading over to the top right hand corner, opening the drop down menu, and clicking my account.
Here in the team management page, you'll see your user, and from here, you can assign your license.
Once you've assigned yourself a license, you'll see how many licenses you have remaining.
You can easily start to invite team members. Just pop their email address in here and invite them by email.
Gear set will automatically assign them a license once they follow the instructions and join the team.
If the current team owner loses access to their account, then you'll have no way to recover admin functionality.
To help future proof access to the account, we recommend you assign at least two team owners. You can change the role of any team members. To do this, click change role for the team member you'd like, assign their owner status, and save your changes.
To connect your Salesforce orgs, click on the burger menu in the top left hand corner.
Scroll down to my connections and click on Salesforce orgs.
Here, you'll be able to manage all of your org connections and add new orgs.
To add a new org, click add new organization.
First, you'll need to choose the authentication method, select the type of org, and pop in your username.
If you're planning on using Gearset for automation, then it may be worth making this a team shared connection. You can always connect this org as a team shared connection later on.
When you're ready, click authorize.
You'll be redirected to Salesforce so you can log in.
Before the connection can be established, Gearset will need access to some APIs, permissions, and services in your org.
Once you click allow, you'll be taken back to Gearset with an established connection.
At this point, you can give your newly connected org a friendly name.
If you're taking advantage of source control or ticketing systems, you can connect them in the same window by clicking in source control and services.
Here, you'll be able to connect a variety of services to Gearset.
Now that you have assigned licenses and established connections with your Salesforce orgs, you can start to make the most of Gearset, whether you're here to compare and deploy metadata changes, automate your development, or data compliance.
