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. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Need to have JIRA integration with Data Deployments

    Need to have JIRA integration with Data Deployments which will improve the process and allign it with meta data deployments

    1 vote

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  5. 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 →
  6. Ability to modify pieces of data before deployment of data

    E.g when you want to move data from PROD to DEV there are some fields (e.g. Contract Status) that you want to move from Active to Draft. This should be a generic function also to be applied to other fields / objects.

    1 vote

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  7. Add a fast select check box to make sure you don't have to click each and every object

    When you are in the data deployment setup you need to click each and every object. it's better to add a check box to include everything automatically based on a filter

    1 vote

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  8. Set values on record creation for fields that can't be updated

    Some objects, for example PriceBook Entry, must have their attributes set on insert as once created most of the record is not updatable, e.g. CurrencyISOCode cannot be changed on this record once it has been inserted. Providing a way to set these fields on creation, rather than a later update step, would allow these records to be deployed as currently PriceBook Entry records fail in multi-currency orgs as they are all created with the default currency causing SF to treat them as duplicates

    2 votes

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  9. 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 →
  10. Allow custom manipulations to data during a data deployment

    Export the selected data source in a CSV file before deploying, in order to allow custom manipulation. Then allow the import of that CSV to destination - functioning like a more sophisticated Data loader.

    2 votes

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    2 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  11. Spacing in formulas

    This was marked as completed in https://gearset.uservoice.com/forums/283474-help-us-improve-gearset/suggestions/34690018-preserve-spacing-in-formulas but seems to be broken again. Formulas or criteria in WF are deployed without carriage returns, which makes formulas very messy to work with.

    2 votes

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  12. Add a batch size option directly on Data Deployment and Data Templates

    Currently we can specify the batch size for bulk data loads on Account level.

    With this kind of setup we can't have two pararell jobs running on different batch sizes and we also need to memorize what batch size is required for each of my Data Templates.

    It would be nice if we could do that directly on Data Deployment job and even save such setting in a Data Template.

    1 vote

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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Deploying to an org based on tags

    It would be a useful feature to initiate a deployment when a Github tag is created.

    1 vote

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  14. Keep the same record owner between source and destination orgs.

    Alternatively, allow the change of record owner before importing data to destination org.

    1 vote

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  15. 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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  16. 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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  17. 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 →
  18. 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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    0 comments  ·  Data deployment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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  20. Allow deployment of Email header/footer changes

    Examine changes to Email Footers and allow deployment of changes.

    1 vote

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