@salesforce/change-case-management

Salesforce Change Case Management

Manage change case records in a release management system in Salesforce using something like Agile Accelerator. This uses two record types on Case that to manage changes to tools and services during a release; Change Case and Change Case Template. It creates the change case, checks the release is approved, and updates the change case when the release is in the wild.

The typical flow would be:

1. Create a change case before doing a release. - sfchangecase create
2. Build and test staged artifacts.
3. Check the release is approved. - sfchangecase check
4. Release the artifacts to production.
5. Update the change case that the release is deployed. - sfchangecase update

If there is a lot of time during stage 2 (not part of the same CD process), record the change case ID to be used in step 3 and 5.

Configuration

All options are configurable by environment variables and are prefixed with SF_CHANGE_CASE. All command parameters can use environment variable as defaults. They are snake cased with the prefix.

The most important environment variable is for authentication. Set SFDX_CHANGE_CASE_SFDX_AUTH_URL to the SFDX auth url to the org in which the change cases will be created.

All command configuration:

Environment Variable	Description
SF_CHANGE_CASE_SFDX_AUTH_URL	The SFDX auth url to authenticate to a Salesforce org that the change cases belong to.
SF_CHANGE_CASE_BYPASS	Skip the change case command.
SF_CHANGE_CASE_DRYRUN	Run the command without making any DML to an org. Authentication is still required.

Create command configuration:

Environment Variable	Description
SF_CHANGE_CASE_CHANGE_RECORD_TYPE_ID	The case record type ID for a change case. This will be the different for different orgs.
SF_CHANGE_CASE_CHANGE_TEMPLATE_RECORD_TYPE_ID	The case record type ID for a change case template. This will be the different for different orgs.

Installing

$ npm install -g @salesforce/change-case-management
$ sfchangecase COMMAND
running command...
$ sfchangecase (-v|--version|version)
@salesforce/change-case-management/1.3.2 linux-x64 node-v14.4.0
$ sfchangecase --help [COMMAND]
USAGE
  $ sfchangecase COMMAND
...

Commands

• sfchangecase check [-i <id>] [-r <string> -l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]
• sfchangecase create -i <id> -r <string> [-l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]
• sfchangecase update [-i <id>] [-r <string> -l <url>] [-s Closed - Deploy Successful|Closed - Not Executed] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

sfchangecase check [-i <id>] [-r <string> -l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

check the status of a change case record

USAGE
  $ sfchangecase check [-i <id>] [-r <string> -l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] 
  [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -i, --changecaseid=changecaseid                                                   change case id
  -l, --location=location                                                           url of the source control location
  -r, --release=release                                                             schedule build of the new release

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --bypass                                                                          bypass the change case commands

  --dryrun                                                                          run the command without making any
                                                                                    API calls - all calls will be
                                                                                    'successful'

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

See code: lib/commands/check.js

sfchangecase create -i <id> -r <string> [-l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

create a change case record based on a template ID

USAGE
  $ sfchangecase create -i <id> -r <string> [-l <url>] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] 
  [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -i, --templateid=templateid                                                       (required) change case template id
  -l, --location=location                                                           url of the source control location

  -r, --release=release                                                             (required) schedule build of the new
                                                                                    release

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --bypass                                                                          bypass the change case commands

  --dryrun                                                                          run the command without making any
                                                                                    API calls - all calls will be
                                                                                    'successful'

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

See code: lib/commands/create.js

sfchangecase update [-i <id>] [-r <string> -l <url>] [-s Closed - Deploy Successful|Closed - Not Executed] [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

update the status of a change case record

USAGE
  $ sfchangecase update [-i <id>] [-r <string> -l <url>] [-s Closed - Deploy Successful|Closed - Not Executed] 
  [--bypass] [--dryrun] [-u <string>] [--apiversion <string>] [--json] [--loglevel 
  trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL]

OPTIONS
  -i, --changecaseid=changecaseid                                                   change case id
  -l, --location=location                                                           url of the source control location
  -r, --release=release                                                             schedule build of the new release

  -s, --status=(Closed - Deploy Successful|Closed - Not Executed)                   [default: Closed - Deploy
                                                                                    Successful] ad

  -u, --targetusername=targetusername                                               username or alias for the target
                                                                                    org; overrides default target org

  --apiversion=apiversion                                                           override the api version used for
                                                                                    api requests made by this command

  --bypass                                                                          bypass the change case commands

  --dryrun                                                                          run the command without making any
                                                                                    API calls - all calls will be
                                                                                    'successful'

  --json                                                                            format output as json

  --loglevel=(trace|debug|info|warn|error|fatal|TRACE|DEBUG|INFO|WARN|ERROR|FATAL)  [default: warn] logging level for
                                                                                    this command invocation

See code: lib/commands/update.js

Changelog

1.3.2 (2020-06-16)

Bug Fixes

• update readme and message (c2cfabc)