Run CumulusCI Headlessly#

CumulusCI can be used to run continuous integration builds in your CI system.

This section outlines how to setup services and orgs that can be defined in a particular environment such that they will be recognized by CumulusCI.

Register Environment Services#

It is often the case that services you use for local development will differ from the services that you want to use in your build system. For example, developers will setup a GitHub service locally that is associated with their GitHub User, while an integration build may want to run as an integration user when interacting with GitHub. By providing environment variables with specific prefixes, CumulusCI can detect and register those services for use when running tasks and flows.

Name Environment Services#

Environment variables that define CumulusCI services adhere to the following format:

CUMULUSCI_SERVICE_<service_type>[__service_name]

All services should start with the prefix CUMULUSCI_SERVICE_ followed immediately by the service_type (for a full list of available services run cci service list). Additionally, you have the option to provide a unique name for your service by adding a double underscore (__) followed by the name you wish to use. If a name is specified it is prepended with “env-” to help establish that this service is coming from the environment. If a name is not specified, a defualt name of env is used for that service.

Here are some examples of environment variable names along with their corresponding service types and names:

  • CUMULUSCI_SERVICE_github –> A github service that will have the default name of env

  • CUMULUSCI_SERVICE_github__integration-user –> A github service that will have the name env-integration-user

  • CUMULUSCI_SERVICE_connected_app –> A connected_app service with the default name of env

  • CUMULUSCI_SERVICE_connected_app__sandbox –> A connected_app service with the name env-sandbox

By always prepending env to the names of services specified by environment variables, it is easy to see which services are currently set by environment variables and which are not.

Environment Service Config Values#

The value of the environment variables (i.e. everything that comes after the = character) are provided in the form of a JSON string. The following shows an example that defines a github service via an environment variable:

CUMULUSCI_SERVICE_github='{"username": "jdoe", "email": "jane.doe@some.biz", "token": "<personal_access_token>"}'

These values provide CumulusCI with the required attributes for a particular service. The easiest way to find what attributes are needed for a particular service is to look for your service under the services tag in the CumulusCI standard library and provide values for all “attributes” listed under the desired service. You can also use cci service info to get the values from a service you’ve configured locally.

For example, if you’re looking to register a connected_app service, then the attributes: callback_url, client_id, and client_secret would need to be provided in the following format:

'{"callback_url": "<callback_url>", "client_id": "<client_id>", "client_secret": "<client_secret>"}'

Register Persistent Orgs#

Certain builds may require working with one or more persistent orgs. Using the JWT flow for authentication is the recommended approach when running CumulusCI headlessly for continuous integration with an existing org.

First, you need a Connected App that is configured with a certificate in the “Use digital signatures” setting in its OAuth settings. You can follow the Salesforce DX Developer Guide to get this set up:

Once you have a Connected App created, you can configure CumulusCI to use this Connected App to login to a persistent org by setting the following environment variables.

  • CUMULUSCI_ORG_orgName

  • SFDX_CLIENT_ID

  • SFDX_HUB_KEY

See the below entries for the values to use with each.

Important

Setting the above environment variables negates the need to use the cci org connect command. You can simply run a cci command and pass the --org orgName option, where orgName corresponds to the name used in the CUMULUSCI_ORG_* environment variable.

In the context of GitHub Actions, all of these environment variables would be declared under the env section of a workflow. Below is an example of what this would look like:

env:
    CUMULUSCI_ORG_sandbox: {"username": "just.in@salesforce.org", "instance_url": "https://sfdo--sbxname.my.salesforce.com"}
    SFDX_CLIENT_ID: {{ $secrets.client_id }}
    SFDX_HUB_KEY: {{ $secrets.server_key }}

The above assumes that you have client_id and server_key setup in your GitHub encrypted secrets

Note that the value of the server_key environment variable is the content of the file server.key, which was created as part of your Connected App setup. The key is in PEM format.

The name of this environment variable defines what name to use for the value of the --org option. For example, a value of CUMULUSCI_ORG_mySandbox would mean you use --org mySandbox to use this org in a cci command.

Set this variable equal to the following json string:

{
    "username": "USERNAME",
    "instance_url": "INSTANCE_URL"
}
  • USERNAME - The username of the user who will login to the target org.

  • INSTANCE_URL - The instance URL for the org. Should begin with the https:// schema.

You can see an example of setting this environment variable in a GitHub actions workflow in our demo repository.

Wizard Note

If the target org’s instance URL is instanceless (i.e. does not contain a segment like cs46 identifying the instance), then for sandboxes it is also necessary to set SFDX_AUDIENCE_URL to https://test.salesforce.com". This instructs CumulusCI to set the correct aud value in the JWT (which is normally determined from the instance URL).

Set this to your Connected App’s client id. This, combined with the SFDX_HUB_KEY variable instructs CumulusCI to authenticate to the org using the JWT Bearer Flow instead of the Web Server Flow.

Set this to the private key associated with your Connected App (this is the contents of your server.key file). This combined with the SFDX_CLIENT_ID variable instructs CumulusCI to authenticate to the org using the JWT Bearer Flow instead of the Web Server Flow.

Multiple Services of the Same Type#

In rare cases a build may need to utilize multiple services of the same type. To set a specific service as the default for subsequent tasks/flows run the cci service default <service_type> <name> command. You can run this command again to set a new default service to be used for the given service type.