Task-Based Workflow
Plan and deploy with confidence
with full metadata history, test status, and deployment logs, all without having to deal with Git directly.
Why It Matters
- Git and CLI tools are overkill for most Salesforce teams.
- Admins and testers are often left out of the release flow.
- Tracking what’s in each org or sandbox is messy and manual.
- Git branching leads to confusion and broken changes.
How It Works
- Create a task for any change.
- Choose task type, is it a feature, bug or a user story?
- Pull metadata changes from your org into that task.
- Review, test, and collaborate, all in one place.
- Deploy or merge the task to a target org or a new release.
- Track every action, automatically.
Key Benefits
- Structured Git process without its complexity
- Each task holds a full audit trail
- Work in parallel without conflicts
- Supports admins, devs, and testers equally
- Ready-to-deploy, rollback-enabled changes in one place
