One org. One repository.
A deliberate repository structure tied to a development org first, with branch rules, ownership, ignore patterns, and a documented source-of-truth decision.
Salesforce source-control enablement
Your org belongs in source control.
A guided Salesforce-to-GitHub implementation that gives your team a private repository, scheduled metadata snapshots, traceable change history, and a runbook you own.
Dev-org first rollout
Private repo by default
Metadata-first baseline
org-mirror.ymlnightly / healthy
Source
Salesforce Dev Org
Destination
Private GitHub Repo
01Authorize runtimepassed
02Retrieve metadatapassed
03Normalize + comparepassed
04Commit change record2 changes
3f8a21d nightly snapshot — 2 modified components
Flow: Case_Routing_v14 · Field: Opportunity.Risk_Tier__c
Flow: Case_Routing_v14 · Field: Opportunity.Risk_Tier__c
What changes after setup
A working baseline, not a slide deck.
The first deliverable is a small, inspectable system your team can run. It creates the source-control foundation for future deployments, audits, documentation, and automation without forcing a heavyweight DevOps platform on day one.
Nightly metadata history.
A scheduled workflow retrieves the approved metadata scope, commits meaningful changes, and leaves a readable history instead of another opaque dashboard.
Change visibility.
Diffs reveal repeated edits, surprise production changes, churn in the same components, and the exact point where the repository diverged.
Operator runbook.
Your team receives setup notes, recovery steps, rotation guidance, troubleshooting, and a plain-English map of what every workflow does.
GitHub-native controls.
Use private repositories, environments, workflow permissions, pull requests, review rules, issue tracking, and notifications your team already understands.
Admin-friendly operation.
The experience is framed around a few repeatable operations so an admin can inspect results and run approved jobs without pretending to be a terminal expert.
Implementation path
Prove it safely. Then decide how far to go.
The default path starts with a development org, a private repository, and a metadata-only workflow. Production access and data exports are separate decisions, not assumptions hidden inside the setup.
Phase 01
Readiness map
Inventory environments, current change process, GitHub ownership, security constraints, metadata scope, and the people who will operate the system.
Plan
Phase 02
Dev-org pilot
Create the repository, authorize a non-production org, retrieve source, schedule a snapshot, and confirm that changes appear as expected.
Build
Phase 03
Control review
Review credentials, workflow permissions, branch protection, retention, notification channels, and whether certificate-based auth is required.
Harden
Phase 04
Production decision
Repeat only the approved parts in production, document rollback and credential rotation, and transfer operation to the named owner.
Handoff
Launch packages
Start at the level your team can absorb.
Pricing is intentionally shaped around a contained proof, a reusable kit, or a guided rollout. Production data export, compliance-specific controls, and custom deployment automation are scoped separately.
01 / Fit check
Readiness Review
Confirm whether GitHub enablement is appropriate before anyone touches production.
- Current-state workflow review
- Org and repository ownership map
- Security and storage questions
- Recommended next step
No charge20-minute fit conversation
Request review02 / DIY
Repo Starter Kit
A guided set of source files and instructions for a technical team that wants to implement the baseline internally.
- Salesforce project scaffold
- GitHub Action templates
- Secrets and permissions checklist
- Dev-org validation runbook
$149One-time digital package
Ask about the kit03 / Guided pilot
Dev Org → GitHub
A working non-production pilot built with your team, then documented for repetition.
- Private repo creation
- Dev-org authorization
- Scheduled metadata snapshot
- Diff report and first commit history
- Recorded team handoff
$895Fixed-scope pilot
Plan the pilot04 / Production
Production + Handoff
Controlled production enablement after the pilot is proven and the security path is agreed.
- Production authorization strategy
- Workflow and branch hardening
- Notifications and operating guide
- Credential rotation procedure
- Team enablement session
From $2,250Scoped after readiness review
Scope rolloutSecurity posture
Credentials are infrastructure, not copy-and-paste setup debris.
The baseline is designed to minimize blast radius and make every storage and authorization decision explicit. No production data export is enabled until the destination, retention, and access model are approved.
Non-production firstProve repository structure and workflow behavior against a dev org before production.
Private repositorySource and workflow files remain in a controlled repository with named owners.
Secrets stay out of codeCredentials are stored in approved secret stores and excluded from commits and logs.
Metadata-first baselineRaw production data is not placed in GitHub by default.
Least workflow permissionsGitHub Action permissions and branch access are limited to the required operations.
Hardening availableCertificate-based OAuth and organization-specific controls can be scoped when required.
Optional second stage
Add Google only when it solves a defined problem.
GitHub remains the source-control layer. Google Drive and Colab can be added later for approved data-export destinations, operator notebooks, report archives, and cloud-based utilities that do not require a local workstation.
System of record
Private GitHub repository
Versioned metadata, workflows, documentation, and review history.
Approved storage
Google Drive destination
Optional encrypted or access-controlled export folders and retained reports.
Operator interface
Colab runbook
Optional guided notebook for approved manual operations, validation, and reporting.
Good fit
Small teams ready to own the process.
This approach is strongest when the team wants transparent files, has a named GitHub owner, and accepts that a lightweight system trades managed-platform conveniences for control and lower recurring cost.
- Developer Console or change-set heavy process
- No dependable source-of-truth repository
- Need for nightly metadata visibility
- In-house admin or developer eager to learn
- Preference for one-time enablement over large licenses
Not the right fit
Not a substitute for every managed DevOps product.
Organizations requiring turnkey restore guarantees, regulated data handling, complex release orchestration, or 24/7 platform support may need a licensed backup or DevOps product alongside consulting.
- No internal owner for GitHub or Salesforce
- Requirement for certified managed backup SLAs
- Unresolved legal or compliance restrictions
- Expectation of unattended production deployment on day one
- Desire to store unrestricted production data in source control
Field notes
Understand the baseline before buying tooling.
Short practical articles explain what the repository captures, what it does not, and where the line sits between metadata history, data export, deployment automation, and managed backup.
Metadata in GitHub, record data in approved storage
Salesforce metadata and Salesforce record data have different risk, retention, and recovery requirements. They should not be treated as one backup artifact.
Read article →Why the first Salesforce-to-GitHub connection should be a dev org
A development-org pilot lets the team learn repository structure, authorization, retrieval behavior, and workflow failures before production access is involved.
Read article →What a nightly Salesforce metadata snapshot actually gives you
A nightly metadata commit is not magic backup software. It is a durable change history that makes drift, repeated edits, and surprise production work…
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