Start Here: Get Immediate Value
Value-first path for teams already onboarded. Use the Profile tags on each guide to filter by role.
Quick Start (Value in 5 minutes)
Full Start Path
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Setup & Signing Up
Sign up for a Serpent account in minutes and enjoy a free Demo Workspace environment and enjoy full access to all features to experiment it without the hassle of onboarding.
Onboarding SessionCreate Workspace
Project Creation
Quickly spin up a new Serpent project linked to your Git branch and dev model, streamlining setup for faster, more efficient releases.
Create a New ProjectProject Settings
Work Item Management
Create isolated workspaces automatically tied to Git branches. Track tasks, manage metadata changes, and deploy to Salesforce orgs directly from Serpent.
Create a New Work ItemAction Inside Work ItemsRestore Work Item Branch (Coming Soon)
Subscription & Automation Minutes
Track your Serpent subscription and automation minutes, review plan limits, and upgrade easily to scale with your team’s needs.
Subscription Plans Plan Management
Org Management
Create, manage, and pool Salesforce scratch orgs with Serpent. Connect to DevHub for flexible, scalable environments that speed up development.
Scratch OrgsScratch Org PoolingConnecting a Sandbox & Pulling ChangesDevHub ManagementRe-authenticate Org AccessWorkspace OrgsProject Orgs
Source Control Management
Connect GitHub or GitLab with Serpent to manage source control, track branches, commits, and PRs, and keep your workflow efficient.
Source Control Integration
Builds & Releases
Serpent makes Salesforce release management simple—bundle tasks into versioned builds, deploy to Scratch, Development, Sandbox, or Production orgs, and track release logs for error visibility.
Release ManagementCreate New ReleaseAuto Release Creation (Merge Trigger)
Pull Requests (PRs)
Manage PRs without leaving Serpent. Track metadata changes, auto-sync with Git, view diffs, and collaborate with reviewers—all inside the task interface.
Open PRFile Changes PR Checks (Guide)
Roles & Permissions
Define workspace access with clear roles for owners, admins, and users. Manage responsibilities, billing, and project access securely across your team.
User Roles and PermissionsInvite UsersProject Permissions & Member Assignment
Actions Management
Serpent provides one-click deployment automation for Salesforce projects. Deploy, push, pull, preview, or open orgs from VS Code, with detailed logs and error tracking in the Actions tab.
Actions OverviewDetailed Action LogsMigrate DataAutomation FlowBackup & Restore (Coming Soon)
Serpent AI
Overview of Serpent AI features, what’s available now, and what’s coming soon.
Pull with AIDeploy with AIPR AI Review
Analytics Reports
Monitor Salesforce team activity in real time. Serpent’s analytics dashboard shows billable minutes, releases, and org usage, with detailed reporting options.
Billable Minutes TrackingAnalytics Dashboard Views
Need Help?
Questions or issues? Our team is just an email away. Reach us at and we’ll help you get back on track quickly.
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Frequently Asked Questions
How does Serpent pricing work?
Serpent is team-based. Starter is $149/team/month with 100 credits, up to 3 users, and 30 releases/month. Scale is $699/team/month with 300 credits and up to 10 users. Enterprise is custom pricing with flexible seats and credits plus unlimited deployments and releases.
What actions consume credits?
Credits are used for deploying, running tests, syncing metadata, creating or executing actions, and AI workflows.
Are credits shared across the team?
Yes. Credits are shared at the workspace level.
Do unused credits roll over?
No. Credits reset each billing cycle.
Can I change or cancel my subscription?
Yes. You can upgrade, downgrade, or cancel anytime.
How does Enterprise pricing work?
Enterprise plans are tailored for larger teams with flexible credit allocations and seats.
Do you offer a free plan or trial?
Yes. You get a free, live interactive Demo Workspace when you sign up.
How do I create a new project in Serpent?
Click Create Project from your dashboard, fill in the details, and follow the guided setup.
Can I link my project to a Git repository during setup?
Yes. Connect GitHub, GitLab, or Serpent source control during project creation.
How do I invite team members?
Go to Members and use Invite Members to send email invitations or share an invite link. Assign roles as needed.
Can I break down features into Work Items and assign them?
Yes. Create Work Items under each project, assign them to workspace users, and track progress in Serpent.
What is a scratch org and why use one?
A scratch org is a temporary Salesforce environment for development and testing. It lets you build in isolation without affecting production or shared sandboxes.
How do I create a scratch org in Serpent?
Open Scratch Orgs inside a project, click Create Scratch Org, choose your configuration, and Serpent provisions it for you.
Can I configure features and lifespan of my scratch org?
Yes. Choose Salesforce features to enable and set the lifespan within Salesforce limits.
How do I push code or metadata to a scratch org?
Link your repository, then use Serpent to push metadata to the scratch org from the UI.
What happens when a scratch org expires?
Expired scratch orgs are deleted and cannot be recovered. Commit and back up changes before expiration.
Are there limits on scratch orgs?
Yes. Salesforce sets limits based on your DevHub edition, and Serpent shows your usage and remaining quota.
How do I assign a scratch org to a Work Item?
When creating or editing a Work Item, select an available scratch org to keep development organized.
What are Public, Shared, and Private orgs?
- Public Org: Visible to everyone in the workspace.
- Shared Org: Visible to everyone, but each user must reauthenticate to access data.
- Private Org: Visible only to the creator.
What is the difference between Shared and Private orgs?
Shared orgs are visible to the workspace but require reauthentication for data access. Private orgs are isolated and only visible to the creator.
What is an Org Shape and why does Serpent support it?
Org Shape captures features and settings (not data) from a production or sandbox org so scratch orgs mirror real configurations.
Does Org Shape include production data?
No. Org Shape captures features and settings only.
What is a Packaging Org and can I use one in Serpent?
A Packaging Org is used by ISVs to build AppExchange packages. Serpent supports connecting Packaging Orgs.
Why does a Shared org require reauthentication?
For security compliance, each user must authenticate with their own credentials to access data.
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