Kaptio DX Documentation
Kaptio DX is the developer experience platform for Kaptio delivery teams and implementation partners. It manages Salesforce environments, moves records, metadata, and configuration between orgs, and runs the release process — from a central, version-controlled repository instead of individual laptops.
Getting Started
Signing in with Keycloak, roles and access, and a tour of the app — Data Management, Scratch Orgs, Test, and Config.
Data Management
Import and export Salesforce records, metadata, and configurations between orgs and cloud storage — package.xml-driven, with datasets you can browse and reuse.
Environments & Scratch Orgs
Create and manage scratch orgs from pools and pipelines, connect sandboxes, and keep a shared library of org definitions.
Release Management
The promotion model for customer projects — moving tested changes from development to SIT to UAT to production with a central, auditable record of what moved and when.
Why Kaptio DX instead of local SFDX?
When metadata is retrieved to a laptop and deployed org-to-org by hand, the project depends on one person knowing where everything is. Kaptio DX keeps every export, package.xml, and deployment centrally — shared between team members, version-controlled, and repeatable.
