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Surinder Dhillon

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  1. Ability it use SOQL to provide complex filters on Vlocity and Salesforce Metadata types to create custom Compare & Deploy Filters

    2 votes

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    2 comments  ·  Help us improve Gearset » New feature  ·  Admin →
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    Surinder Dhillon commented  · 

    I should be able to do something similar to the following:

    Creating a Revenue Cloud filter using SOQL queries
    To start, open the comparison filter using the cog icon or via Manage custom filters in the comparison filters dropdown.

    Click on the Revenue Cloud section in the sidebar (Advanced Approvals and Billing are also supported)

    Choose the object you wish to apply a query for and enter your SOQL query into the input field provided and click Test SOQL query

    The number of records matching your query will be displayed for your source and target. Any syntax errors with your query or problems retrieving the results will also be displayed.

    When you've finished configuring the metadata and CPQ records to include in your comparison, click Update comparison.

    Note: All records will be retrieved and compared before being displayed.

    Example query format
    Only the WHERE clause conditions are needed when using a SOQL query to filter records. For example, the query format that you'd use in Gearset would therefore take the following format:

    CreatedDate > 2022-07-01T00:00:00Z AND CreatedDate < 2023-01-01T00:00:00Z

    Family = 'Hardware' OR Family = 'Miscellaneous'

    ProductCode LIKE 'USB%'

    Description != null

    IsActive = True

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    Surinder Dhillon commented  · 

    We have a lot of Legacy products that don't need to be included

  2. Visibility to Log Files for Connections and Compare & Deploy Events

    1 vote

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    1 comment  ·  Help us improve Gearset » New feature  ·  Admin →
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    Surinder Dhillon commented  · 

    Important for Troubleshooting

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  3. Vlocity Metadata Types collapse during Compare & Deploy

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    1 comment  ·  Help us improve Gearset » Comparisons and difference visualization  ·  Admin →
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    Surinder Dhillon commented  · 

    For consistency and visibility and progress I feel this is vital

    Surinder Dhillon shared this idea  · 

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