Opsera Pipelines
Onboarding & Getting Started
How do I create a new pipeline? Use a catalog or shared template, or start with a blank pipeline. Configure settings, assign roles, and build your workflow in the editor.
What are the options for onboarding? Catalog Templates (pre-built for Salesforce or SDLC), Shared Templates (reuse team pipelines), and Blank Pipelines (custom workflows).
How do I add steps to my pipeline? In the Workflow Editor, click + Add New Step, configure details, and set dependencies as needed.
Can I duplicate or transfer pipelines? Yes, you can duplicate, transfer ownership, or delete pipelines as part of lifecycle management.
Pipeline Queueing & Request Management
What happens if I submit a pipeline run while another is executing? Your request is added to a queue and will execute in order after the current run finishes. No need to wait for the pipeline to become available.
How can I view details of queued runs? Click the “Queued Runs” button to see all pending requests, who submitted them, and their priority. Click the info icon for more details like branch, commit, and message.
Can I change the order of queued runs? Yes, you can reprioritize urgent runs by moving them up in the queue. The priority numbers update automatically.
Can I remove a run from the queue? Yes, simply click the delete icon next to the queued run you wish to remove.
Who should use pipeline queueing? Salesforce developers, release managers, DevOps, and QA teams who need to submit and track multiple deployments without bottlenecks.
Pipeline Locking & Access Control
What is the Pipeline Lock feature? It allows authorized users to fully disable a pipeline’s execution. When locked, the pipeline cannot be triggered by any method until explicitly unlocked.
Who can lock or unlock a pipeline? Only pipeline owners, administrators, or managers. Other roles do not have access to this feature.
What happens when a pipeline is locked? The pipeline becomes untriggerable for all users and methods (UI, API, webhook, scheduled events) until unlocked by an authorized user.
Can I lock a running pipeline? No, locking is only possible when the pipeline is idle.
Is there an audit log for lock/unlock actions? Yes, all actions are logged for compliance and traceability.
Pipeline Logs, Reports, and Audit Trails
How do I download logs for a pipeline run? Go to the Pipeline’s Summary tab, find Pipeline Logs, and use the export icon to download logs.
How are large logs handled? Logs under 750KB are available immediately in the Pipeline Activity Logs; larger logs can be downloaded via the artifact service.
Can I filter pipeline reports by tool or template? Yes, use the Reports section to filter and export pipeline reports by tool or template in PDF, JSON, or CSV format.
What information can I find in the Manifest tabs? You can view build, publish, approve, and deploy step manifests for granular traceability of pipeline executions.
Secure Parameter & Secrets Management
How do I set up pipeline parameters? In the Parameters tab, create new parameters. For sensitive data, enable encryption to store values securely in the vault. Set access control by user, group, or role.
Can I change parameter values at runtime? Yes, for pipeline-level parameters (not global parameters). Use dynamic settings in the workflow editor.
Who can manage parameters?
Permissions depend on your role (Guest, User, Power User, Admin, etc.) and are configurable at global, pipeline, or parameter level.
Parallel Execution & Dependency Management
What is parallel execution? It allows multiple pipeline steps to run at the same time, reducing overall execution time and optimizing resource usage.
How do I configure parallel steps? Use the Beta Workflow Editor to add and align steps under the same parent dependency for parallel execution.
How do I manage dependencies between parallel steps? Visually link steps in the editor. A step will wait for its upstream dependencies to succeed before running.
What happens if one parallel step fails? The pipeline fails by default and dependent steps are halted.
How do I monitor parallel executions? Use the editor to track real-time statuses and identify which steps are running or have failed.
Child Pipelines & Reusability
What’s the difference between a Child Pipeline and a Parallel Processor? A Child Pipeline runs a single pipeline as a step. A Parallel Processor runs multiple child pipelines in parallel within a single step.
How do I add child pipelines? In the workflow editor, add a step, select Child Pipeline or Parallel Processor, and choose the pipelines to link.
How many child pipelines can I run in parallel? You can add up to 5 child pipelines in a Parallel Processor step.
Pipeline Instructions & User Actions
How do pipeline instructions work? Create instructions, then add them as User Action steps in your pipeline. The pipeline pauses at this step until acknowledged by an authorized user.
Can I edit pipeline instructions after creation? Yes, if you have the appropriate RBAC access, you can edit instructions within a User Action Pipeline step.
Is there an audit log for pipeline instruction usage? Yes, audit logs track who acknowledged or refused instructions, with filtering by date, role, user, and action type.
Pipeline Notifications & Scheduling
What types of notifications can I set up? You can configure notifications for:
Email (up to 5 addresses)
Jira
Microsoft Teams (via webhook or Opsera bot)
Google Chat
ServiceNow
Slack
What events can trigger notifications?
Step Completed
On Error
All Activity
Approval Gates (for steps requiring approval)
What info is included in notifications?
Step status (success/failure)
Build numbers and artifact IDs
Console log snippets (last 10 lines, if enabled)
For webhooks: developer info, commit ID, etc.
Approval requests (for approval steps)
How do I configure notifications for a pipeline step?
Open your pipeline and click the pencil icon on the desired step.
In the notification popup, choose your notification service and fill in the required details.
Set the notification level (Step Completed, On Error, All Activity).
Click Save.
Do I need to set up integrations first? Yes. For Jira, Teams, Google Chat, ServiceNow, and Slack, you must first add/configure the tool in Opsera (and, if needed, set up webhooks or bots).
Can I get notifications for approval gates? Yes, approval requests and summaries can be sent to Slack, Teams, and other channels, allowing you to approve or deny steps directly from your messaging app.
What is pipeline scheduling and why use it? Scheduling lets you automate pipeline or task execution at set times or intervals, reducing manual work and ensuring reliable, on-time deployments.
What scheduling options are available?
One-time execution
Hourly (1, 2, 3, 6, 12 hours; Salesforce only)
Every 15 or 30 minutes (Salesforce only)
Daily, Weekly, or Monthly (recurring)
Can I add multiple schedules to a pipeline?
Yes, you can assign several schedules to a single pipeline or task for flexible automation.
Who benefits from scheduling? Release managers, Salesforce admins, DevOps engineers, project managers, and support teams who want to automate, monitor, and track pipeline activity.
Where do I find logs for scheduled runs? Every scheduled run is recorded in Pipeline or Activity Logs, including execution details, timestamps, and status.
Can notifications and scheduling work together? Absolutely! Schedule your pipelines for automated execution and set up notifications to stay informed of progress, errors, or approvals—no manual monitoring required.
Can I bulk select components or use templates when scheduling? Yes, especially for Salesforce workflows, you can bulk select components or use templates for efficient setup.
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