Help us improve Gearset

Welcome to the Gearset feedback forum. We love getting feedback from our users on how we can make Gearset even better.

Post your ideas and vote for others – let us know what’s important to you. We’re keen to hear about product improvements, new features, and bug fixes alike. We check this forum regularly and will keep ideas updated with their current status. If you need any further support, please contact us at team@gearset.com.

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  1. Add option to make picklist fields non-restricted before performing a data deployment

    Similar to being able to disable validation before performing a data deployment it would be very useful if there was an option to automatically uncheck the "Restrict picklist to the values defined in the value set" option for some or all of the picklist fields in a deployment.

    We have data that includes picklist values that are no longer active this causes errors on individual records as part of the load. Currently I have to pick through all the errors manually then uncheck the option for the corresponding picklists fields on the target org. Then after performing the deployment I…

    1 vote

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add ability to deploy ObjectTerritory2Association object

    The ObjectTerritory2Association object does not get populated in the target org for accounts that are manually assigned to territories. This object is used by Territory Management 2.0 and holds the association between accounts and territories. After the deployment, I can see that this bridge object did get populated with the territory linkage for accounts that are automatically assigned to territories. This is expected because an insert of a new account with proper firmographic information will result in the account getting tagged to the correct territory (i.e. if the Account’s “Exclude From Territory” flag is not set to True).
    However, there…

    1 vote

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  3. have functionality to show how big a data deployment is going to be when deploying, as some Salesforce sandboxes have a limit of 1GB

    I suggest you have functionality to show how big a data deployment is going to be when deploying, as some Salesforce sandboxes have a limit of 1GB

    1 vote

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create a Data Deployment Template for migrating Territory Management (1.0 & 2.0)

    I would like to see a gearset defined template for Territory Management in Salesforce. I am definitely in need of this functionality as it seems to be a post deployment step once you deployed all Territory Management metadata.

    in ETM 2.0 for example, after deploying the related metadata you need to deploy all related records for UserTerritory2Association Object, this contains who are the users assigned to a territory.

    Not a big template but can be a good thing to have as a preset.

    3 votes

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  5. Allow serial deployment instead of parallel

    When executing a data deployment, an 'Unable to lock row' error can occur if multiple transactions try to lock the same record in Salesforce.
    Because the batches are executed parallel, the chances of getting this error high, depending on the situation.
    For example the master record in a master:detail relationship will always get locked when a DML is executed on the child record.
    If two batches are executed at the same time and they both have at least 1 record that references the same parent, then a locking error will occur.

    1 vote

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  6. Allow serial deployment instead of parallel

    When executing a data deployment, an 'Unable to lock row' error can occur if multiple transactions try to lock the same record in Salesforce.
    Because the batches are executed parallel, the chances of getting this error high, depending on the situation.
    For example the master record in a master:detail relationship will always get locked when a DML is executed on the child record.
    If two batches are executed at the same time and they both have at least 1 record that references the same parent, then a locking error will occur.

    0 votes

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  7. Include validation rules and triggers of managed packages in 'Compare and deploy disabled rules'

    When configuring a data deployment there is an option to disable validation rules and triggers on the target org. However the validation rules of objects of a managed package don't get included in this comparison. Triggers of a managed package are also not included.

    I'm not sure if it will be possible to disable the triggers, but for validation rules this should be possible.

    1 vote

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Retain Deployment Friendly Name and Notes After Failed Deployment

    When attempting to validate a deployment, and the validation fails, Gearset retains the deployment's friendly name and notes fields from the validation. The user can make any necessary changes to the deployment, and won't have to re-type this information when attempting it a second or third time.

    I'd like to see this same functionality when dealing with a failed deployment that doesn't use validation. Validating a package takes two steps (long steps), and typically I only want to use this option when delaying a deployment. However I often use it anyway just so I can retain my data in these…

    2 votes

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  9. Reuse earlier retrieved metadata, if nothing has changed

    We have a large org and need to select many filters. A comparison take ages. Source of our deployments is mostly Git, which is very fast in retrieving metadata. I would like to have an option, to assume that nothing has changed in target and skip loading metadata of that org and use the metadata of an earlier comparison.
    If we have a small bug in our Git (e.g, test class not correct), we get an error while deployment. That's okay. We fix it in about 1min and want to deploy again. Loading metadata from Git is instant finished loading…

    1 vote

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  10. Add the concept of Master seeding object

    One great feature to have, would be the possibility to identify a Master object from which the filters applied on it would be applied on all dependent objects automatically.

    1 vote

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow 'OR' combination for multiple External ID's in Upsert operation

    Gearset allows the selection of multiple External ID's in an Upsert operation as part of a Data Deployment.

    However, the system implements an 'AND' combination across all the external ID's specified on the object.
    Effectively, ALL external ID's need to be present on the target side for the match to be identified and record upserted. If all external ID's are not present, the system performs an Insert on the target org.

    Please allow an 'OR' combination across multiple External ID's. Arguably, this should be the default option, but at the very least, a user needs the ability to decide how…

    2 votes

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  12. Deactivate email deliverability on Data Deployment

    User email are masked in Sandboxes and we can mask Contact emails as part of the data deployment. This still leaves the Org Wide addresses as valid emails. If there is automation that is generating emails related to the data that is loaded, they will be delivered to the Org Wide Addresses.

    It would be useful if the same script that is deactivating validation rules could set email deliverability to systems emails at the same time.

    In the even that email deliverability was set to all emails in the Sandbox and not adjusted before the data deployment we would have…

    3 votes

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  13. Force selection of fields to use instead of selecting id as default

    In the select related objects page, Gearset selects id as the 'fields to use' field. If we are deploying a large set of data and by mistake do not change the 'fields to use' field then we end up creating duplicate records for Upserts. Would be great if there is an option to enable or disable the default selection.

    1 vote

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  14. Preview of records for data deployment

    It would be great either via the UI or a downloadable file/CSV, if we could see all the records that will be migrated in the data deployment. We're able to see the list of successful or failed records after the fact, it'd be nice to see the list of proposed records before hand. This would help identify if we're in the correct ballpark, say 500 records vs. 5000, and not knowing that until after the deployment gets attempted.

    1 vote

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  15. Use external script/template for masking data

    I would love to be able to use my own script/template when doing just data (not having the compliance option) to select what fields I want to mask and the format for how I want to mask them. I will explain more.

    When doing a data deployment (data seeding) to our developer sandboxes, I would like to be able to use an external script/template for masking data. In my script/template would like to be able to set the format for the masking and how much of the value to mask. For instance maybe I want to mask a phone number…

    1 vote

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  16. Re-validate a deployment after failure without returning to compare

    Would love the ability to re-validate a deployment after making changes to the target org. I notice this a lot if there's a username issue that needs fixed in the target, I'm able to fix the issue without refreshing the comparison, but still have to return to the compare, go through the automated fixes, and then re-validate the deployment.

    2 votes

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  17. Unable to import/export translations using .stf file using greaset

    Currently gearset allows to deploy translations from one org to another org, however we do not have an option to do the translations using .stf file /excel for the fisrt time in any one of the org

    4 votes

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  18. Unable to import/export translations using .stf file using greaset

    Currently gearset allows to deploy translations from one org to another org, however we do not have an option to do the translations using .stf file /excel for the fisrt time in any one of the org

    1 vote

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  19. Make Data Deployments Invocable (Salesforce APEX)

    As a feature to enhance data deployments, make them invocable by Salesforce APEX (or other tooling) whenever a Sandbox is refreshed. Salesforce has a configuration to let the user specify an APEX trigger/class to run upon Sandbox creation. That could call the data deployments to run on the freshly minted sandbox, seeding it with data. This would enhance automation.

    There are tools out there (like SFApex) that do something similar.

    2 votes

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  20. enable data deployment template merge

    It is currently possible to select an existing template and add new objects and data deployment logic into it then save as a new template. It would save time to enable the selection of 2 existing templates and merge them into a single one.

    1 vote

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