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. Correctly create Price Book Entries records with different currencies and updated PBEs when they are out of sync (or delete+insert)

    1) Currently PBEs are incorrectly inserted with the company currency as apposed to the currency of the source record.

    2) PBE's currency cannot be updated once created (SF restriction) but because PBE's should not be referenced by Id, (that would be a terrible design decision). It is quite possible to delete and recreate any out of sync records.

    9 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Compare and Deploy Attachments and Files

    Please add the ability to use the "Compare and Deploy" for Attachments and Files. The ability to migrate PDFs, image files, word docs, and excel spreadsheets would be GREATLY appreciated! Thanks!

    9 votes
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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow complex filters and child relationships on filters for data loading

    Allow complex filters and child relationships on filters for data loading. For example, filter the Account to only load if the Owner is an Active user in the system.

    7 votes
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    4 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Support for Pre/Post Data Deployment Scripts

    Some of my more complex data objects require that I turn off Validation Rules during deployment, then back on again after deployment.

    Options that would work:


    • BEST: List of Validation rules under each object and and option to temporarily disable on a one-by-one basis during the deployment. A "Disable All Validation Rules During Deployment" option would be helpful if this feature is implemented.


    • BETTER: Ability to specify metadata xml to apply to each sobject pre and post deployment.


    • GOOD: Ability to specify anonymous Apex to execute pre and post deployment. This would involve a callout to the Metadata API, which…

    6 votes
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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Support user record migration from production to sandbox or scratch orgs

    New users are often created in the production org that need to be monitored and brought back to sandboxes as well. It would be great if the data deployment tool could support moving user records from prod to sandboxes or scratch orgs.

    5 votes
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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Delete records from the target org during a data deployment

    Provide options to delete records from Target Org. This will help clean up of test data and reload from Source.

    5 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow data templates to be edited to add or remove components

    Currently when a data deployment template is created, there is no way to edit the template after it is saved so that components can be added or removed. It would be helpful if we could modify the components in the template without having to create the template from scratch again.

    4 votes
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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Schedule data deployments

    The current data deployment functionality works fine for one-off deployments, but if you are trying to keep specific data in sync across multiple orgs, the ability to schedule data deployments for a given time in the future would let you deploy on a recurring basis automatically. Becomes especially helpful when combined with the current data filtering options.

    4 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Data Deployment to filter lookup fields on fetched data

    Currently, when doing a data deployment Gearset will let you know of all the referenced objects from the object you selected. What it doesn't do is the opposite of that - let you know all the objects that reference your object with a lookup.

    It'd be great if we could add a filter to utilize some data pulled in a fetch/query during data deployment.

    ex. field (TeamMember.Project_Lookup__c in {returned Project results in query in previous step of data deployment).

    3 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Set fields to a specific value during a data deployment

    When deploying Data, it would be nice to be able to set field values. It could be just to null them or set a value. It could be part of the configuration or data masking.

    3 votes
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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Select all objects in a data deployment

    It would be useful to select all objects in the data deploy screen to make it faster to select a large number of objects (even better would be the ability to group objects and select whole groups at once)

    3 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Cancel a running data deployment

    Currently I am trying to copy data from production into a sandbox and mask them, but I forgot to adjust the amount of records to create. Now Gearset tries to create thousands of records for each and also mask them with a lot of fields included. I would like to abort the process but don't see any option because this huge amount of data and background services consumes a lot of time and compute resources. Also, I can’t estimate how much time is still left to complete the data deployment. Also, just to see is also a huge improvement but…

    2 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Select a set of data deployment templates and run them in order

    Ability to build sequence of data load (choose a list of data load templates and have to possibility to run them automatically in sequence). The sequence can be changed.

    2 votes
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    2 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Deploy data from local repository.

    It would be very helpful if we could deploy data from a local repository. We have different namespaces for internal packages and it would make data migration significantly easier if we could do it from a local machine where we'd switch the namespaces.

    2 votes
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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to update value of Reference field for a data deployment

    "Select reference fields to deploy"

    Ability to edit the value for the target deployment data for the reference field instead of searching for the match on the Target.

    Ex. Loading Opportunities from a Source to a Target that contains 5 different record types, but when uploaded to the Target we specify the recordtypeid to one that matches a recordtypeid on the Target for the entire data load.

    Similar to how the Owner reference can ignore the Target's users and default to the running user of the data deployment.

    2 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Trigger a data deployment from a CI job

    When we pull down a version between our local and staging environments. We would like to also automatically pull in the testing data from another project.

    As one of the things we are trying to setup is taking a version from Prod then running GhostInspector through our core flows. Ideally every 4 hours we take a backup from metadata + locked down actual data. Then run tests against it.

    2 votes
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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Deploy Einstein Datasets from one org to the other

    Copying of Salesforce objects with relations is a great feature. But this does not support Einstein datasets to be copied from one org to the other. It is critical for teams to have Einstein dataset in the lower orgs for development and testing

    1 vote
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  18. Functionality to Data Deploy Active Orders

    Salesforce doesn't support the creation or update or standard Order records with a Status Category of Active. This means Gearset is unable to data deploy any active orders. It would be very useful if there was an option for Gearset to temporarily set active orders to a draft status for the deployment or the Order Records and related Order Records, and then set the status back to Active for the final step.

    1 vote
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  19. Add support for Currency and Percent fields to be masked during a data deployment

    We have some custom objects that hold financial data so masking currency and Percent fields will help when doing data deployments

    1 vote
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  20. While configuring a data deployment, allow save after selecting objects and fields

    There's no opportunity to save the data deployment settings after selecting objects and fields, and this can be quite time consuming, so if the job fails due to auth or other issues, right now, this requires the user to start over, and re-select objects and fields.

    1 vote
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