Overview of Organizations

Overview

The Organizations page lists all Salesforce orgs available for DevOps operations, including metadata retrieval, change viewing, and deployment.

Important

If you do not see your Salesforce orgs listed here, ensure the Organizations are created in the Flosum Global Settings app and that the DevOps app is assigned to each Organization. For instructions on completing these actions, see the following articles.

• Creating an Organization

• Assigning an App to an Organiztation

To access the Organizations page and view available Salesforce orgs, click Organizations in the left sidebar menu. The list of orgs can be searched, filtered by org type, and sorted by name or most recent activity. Each org displays the following details:

Organization Type/Name	Includes the Salesforce org type icon: Production or Sandbox, and the Organization name assigned in Global Settings.
Created By	The username of the user that created the Organization in Global settings and how long ago it was created.
Last Retrieval	The date and time of the last metadata retrieval.
Salesforce Full Name	The full name of the Salesforce user account used to establish the connection between your Salesforce org and your Flosum tenant.
Salesforce Username	The username of the Salesforce user account used to establish the connection between your Salesforce org and your Flosum tenant.

Using Organizations

Clicking on any listed org opens its Organization Overview page. From there, you can:

• Retrieve Metadata: Retrieving Organization Metadata

• Browse, search, and filter metadata components.

• View metadata retrieval and organization activity history.

• Adjust organization settings.

Best Practices

• Always add new Salesforce organizations in Global Settings and assign the DevOps app to enable their use in DevOps.

• Use consistent and descriptive organization names to avoid confusion (e.g., CRM-Prod, Finance-Sandbox).