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. 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!

    16 votes

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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    12 votes

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    2 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow components to be added or removed from an data deployment template

    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.

    9 votes

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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    9 votes

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    4 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    8 votes

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    2 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    8 votes

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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Select the fields to deploy during a data deployment

    Hi we use the data deployment feature is it possible to only select some fields to deploy data from one org to another and not always all the fields on an object.

    7 votes

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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    7 votes

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    4 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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…

    7 votes

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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.ProjectLookup_c in {returned Project results in query in previous step of data deployment).

    6 votes

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    6 votes

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    3 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Migrate audit fields during a data deployment

    When deploying data records, it would be helpful if audit fields values could be migrated

    6 votes

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    2 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to activate / deactivate Flows / Processes as part of the meta data and/or data deployment process

    It should be possible to have gearset to deactivate flows and/or processes based on a selection. And to roll-back afterwards. Similar to what has been created here: https://sfswitch.herokuapp.com/

    4 votes

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    1 comment  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Select individual fields in a Data deploy

    Having the option to move up only selected fields in a Data deployment is needed. If we are required to move up all fields in each deployment, there are scenarios where our work will get bottlenecked in a sandbox on the way to production and at that point all the deployments will be identical.

    3 votes

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Added an 'Or' function to the Filter Options

    Right now there is only an 'And' filter when configuring Fields on the same object. It would make this much more powerful of a tool if we were able to chose between 'And' & 'Or'.

    3 votes

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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.

    3 votes

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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