Copado Documentation Portal | ClickHelp Case Study
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Customer Story · Documentation Portal Design

A central resource for DevOps and Salesforce professionals — how Copado built a documentation portal for technical users

The Copado Documentation portal helps developers, architects, and technical users quickly find accurate and up-to-date guidance to build, deploy, and manage enterprise applications efficiently.

Enterprise Software · Salesforce DevOpsCentralized documentation portalView live portal
4,500+ topics
Documented across the platform, with 3,268 topics published across 10 public publications
30+ contributors
Authoring and maintaining documentation across CI/CD, testing, and AI tooling
43GB of content
The underlying documentation, spanning guides, tutorials, and embedded diagrams
About the client

A 350+ person enterprise software company built around Salesforce DevOps

Copado builds the CI/CD, testing, and AI tooling that DevOps engineers and Salesforce developers use to build, deploy, and manage enterprise applications. Its product line spans CI/CD pipelines for SFDX and other platforms, cloud-based robotic testing, the Agentia™ AI-native platform, ServiceNow-focused Tango Test automation, a developer center for extending the platform, and legacy support for Metadata Pipelines customers.


About this portal

One landing page routing technical users to the right product, every time

The Copado Documentation site is a comprehensive resource for DevOps engineers, Salesforce developers, and technical users. It provides detailed guides, tutorials, and insights across Copado's CI/CD platform, Robotic Testing, AI tools (including Agentia™ and Tango Test), developer extensions, and legacy Metadata Pipelines support.

The homepage acts as a central landing page, directing users to the section relevant to their task. By organizing content by product and topic, the portal helps users quickly find the information they need to automate, integrate, and optimize DevOps processes efficiently.


Inside the design

A portal designed for engineers who need the right product, the right heading, and a fast answer

A background that doubles as a table of contents

Header icons map to actual product categories — a checkmark for testing, a database for pipelines, a cloud for multi-cloud deployment — so the background gives a rough map of the product line before you even scroll.

A top nav built for troubleshooting, not just reading

The top nav links out to Success Community, System Status, and Release Notes — none of them docs pages, covering what a troubleshooting engineer needs beyond an article.

A homepage that doesn't assume everyone's on the same product

The homepage is a grid of 8 product cards, including one explicitly labeled "Legacy" for the older Metadata Pipelines flow — routing enterprise customers on an older setup instead of assuming everyone's moved on.

The same pattern, one level down

Major sections have their own mini-homepage — "Copado CI/CD," for instance, opens to its own card grid plus a "More items" list, the same pattern as the root homepage one level down.

A mini-TOC for long topics

A right-hand "In this topic" mini-TOC jumps to headings within the current page — useful for skipping straight to the relevant part of a long topic.

Notes that link, not just warn

The blue Note box links directly to what it references — a license note points straight to the License and Permission Set Groups topics, not just a warning to go check.

A feedback signal on every page

A "Was this topic helpful?" widget on every page gives a fast, page-level signal for what's working, without digging through search logs.

Data models embedded directly in the topic

Data-model diagrams are embedded directly in topics, like the Copado Plan entity relationship diagram — the same kind of embed ClickHelp supports natively via draw.io, Lucidchart, and Gliffy.


What Copado told the ClickHelp team

Every page aligned with the mission, without sacrificing clarity

“
We were able to align every page with our mission of empowering DevOps and Salesforce teams to automate, integrate, and optimize workflows seamlessly, while keeping complex information clear and accessible.
— Copado
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See a multi-product portal built around your platform — in 30 minutes

Bring documentation spanning multiple products, teams, or a legacy platform still in support. We'll show exactly how it organizes into product-level homepages, how embedded diagrams and code samples render, and how fast you can publish it for technical users.

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In the demo, you'll see
  • Product-level homepages for a multi-product platform
  • Native draw.io, Lucidchart, and Gliffy diagram embeds
  • Page-level "Was this helpful?" feedback widgets
  • Legacy and current product docs organized side by side
  • In-page mini-TOC navigation for long technical topics
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