Compare nCino Environments
Introduction
The Compare and Selective Deployment functionality in nCino enables users to perform detailed comparisons between datasets and object records across Salesforce environments or between a Salesforce Org and a version control repository. This process helps identify changes and selectively promote only the required records to the intended target environment.
Overview
Flexible Comparison Options Perform comparisons between two Salesforce Orgs (Org-to-Org) or between a Salesforce Org and a version control repository (Org-to-Version Control).
Relational Comparison Support Execute relational comparisons that take into account object relationships, ensuring accuracy in identifying relevant data changes.
Granular Record Selection View and select individual records at any level of the comparison hierarchy, providing full control over what is promoted.
Save and Reuse Selections Save selected records during comparison to revisit or finalize at a later stage, supporting iterative workflows.
Deployment Execution Proceed with deployment using the Save and Deploy option, which finalizes the selection and initiates the deployment process.
Object Summary and RBC Integration Access a consolidated Object Summary screen to review selected records before deployment. From here, initiate RBC-based deployments directly.
Step-by-Step Guide - Initiating Compare Operation
Initiating Compare Operation
Feature Deployment – Template & Version Control
Click on "Create Feature Dployment" to initate the featre deployment creation
Select “Template” or “Version Control” to reveal the Retrieve Dataset option.
Clicking it redirects to the Deployment History page.
On that page, use View Dataset to open the dataset.
Feature Deployment – Using Salesforce Org
Select Template Using Salesforce Org or VC Using Salesforce Org to see Create Dataset.
Refer the "Feature Deployment" section for the creation of a feature deployment.
Click Retrieve Dataset to start a comparison.
This would redirect the flow to the Deployment History.
Perform Compare
Access Compare Option
From the Deployment Iterations page, select the ellipsis (three dots) for a specific iteration.
Choose Compare to analyze dataset differences between environments.
This helps validate consistency of deployed records.
Select Comparison Destination
In the Compare window, select between the destination type:
Salesforce Org: Compares records with another Salesforce environment.
Version Control: Compares records with version-controlled data.
Choose the destination org or repository to proceed.
Configure Comparison Parameters
Provide details such as:
Feature Name
Object
Unique Id (used to uniquely identify records)
Optionally, select fields to exclude from comparison (e.g., system fields like CreatedDate).
Excluding non-essential fields avoids unnecessary mismatches.
Run Comparison
After configuring all parameters, click Compare.
The system validates data consistency between the chosen dataset and the destination.
This step ensures records are aligned across environments or with version control.
Compare Results – Relational Compare Results
From the Compare Results page, the Relational Compare Results section provides an overview of the comparison context.
The Source area displays the org, label name, feature name, and version details for the dataset being compared.
The Destination area indicates the Salesforce org used for the comparison.
The Selected data section lists the object and unique ID that serve as the basis of the comparison.
Compare Results – Filters and Search Options
The comparison filters allow refinement of records during comparison.
Available options include Object, Unique ID, and Exclude from compare, which can be customized to focus only on relevant records.
Additional filters such as Field selection and Search value enable precise comparisons.
The option Show only modified columns highlights changes between source and destination.
A Columns menu is available to adjust the visible fields in the results grid.
Filter Records
From the Compare Results page, expand the Filter dropdown to refine comparison records.
Options available include All, Added, and Modified.
Selecting Added shows only new records introduced in the source compared to the destination.
Selecting Modified highlights only the records with changes between the two environments.
Filter – Added Records
From the Compare Results page, select Added from the Filter dropdown.
This option displays only the records that exist in the source but are not present in the destination.
If no new records are detected, the system will display No records found.
Filter – Modified Records
Select Modified from the Filter dropdown.
This option highlights only the records that have differences between the source and destination environments.
Modified records are displayed with changes highlighted for quick identification.
Field Selection
Use the Fields dropdown to choose a specific field for comparison.
Available options include system fields (e.g., Id, IsDeleted, CreatedDate) and business fields (e.g., Name, Description).
Selecting a field enables targeted filtering and analysis of record-level changes.
Search Records
Enter a specific Search Value in combination with the selected field to locate records quickly.
For example, searching by Name with value
RGC-000025111will return the corresponding record.This feature ensures faster navigation when working with large datasets.
Show Only Modified Columns
Toggle the Show only modified columns option to simplify the comparison view.
When enabled, the display is restricted to columns that contain differences.
This helps reduce noise and focus on changes between environments.
Column Selection
Use the Columns dropdown to customize which fields are displayed in the comparison results.
Specific fields can be checked or unchecked to include or exclude them from the grid.
This provides flexibility to tailor the view according to analysis needs.
Download Compare Results
Select the Download icon to export comparison results.
Options include downloading either Records displayed on the page or All Records.
Exported results allow further review or archival outside the system.
View Record
From the Compare Results page, locate the row you want to inspect.
Click the View record (document) icon to open field-level details.
Use this option when you need to drill into a single record before taking further action.
Record Details
When the record is opened, a detailed comparison window displays the record values from both the Source and Destination.
Each field is listed side by side, with differences highlighted for quick identification.
This view allows you to precisely verify changes between the two environments.
Open Related Records
From the Compare Results grid, select the Related records icon to include parent–child relational data in the comparison.
This feature helps in validating complex datasets where related objects must also be compared.
Configure Related Records
In the Related Records setup window, provide details for both the Parent and Child objects.
Each section requires selecting the Object, Unique Id, and optional Exclude from compare fields.
Once configured, relational comparisons can be executed across linked datasets.
Parent Object Selection
Under the Parent section, select the Salesforce object that will serve as the parent in the comparison.
For example, you may choose LLC_BI__Risk_Grade_Template__c.
Exclude fields that are not relevant, such as system fields, to avoid unnecessary mismatches.
Parent Configuration
The Parent section is completed by configuring the Object, Unique Id, and Excluded fields.
This ensures that parent records are correctly matched and compared during the execution.
Child Object Selection
Under the Child section, select the Salesforce object related to the parent.
For example, you may choose LLC_BI__Risk_Grade_Factor__c.
This establishes the parent–child link for the relational comparison.
Child Configuration and Run
The Child section is completed by configuring the Object, Unique Id, and Excluded fields.
With both Parent and Child sections set, click Compare to execute the relational comparison.
The system then evaluates parent and child records together to provide accurate results.
Pagination Controls
From the Compare Results page, scroll to the bottom of the results table.
Use the Previous, Next, and page number controls to navigate through record sets.
This allows reviewing large datasets when records exceed the page display limit.
Save and Continue / Save and Deploy
From the Compare Results page, select the records you want to apply actions on.
Click Save and continue to save progress without deploying changes.
Click Save and deploy to save and deploy the compared records to the target org.
This ensures flexibility depending on whether deployment is needed immediately.
Access Related Records
From the Compare Results page, select the Related records (linked arrows) icon for a row.
This opens options to configure parent or child objects for relational comparison.
Use this to validate hierarchical or dependent data between the source and destination orgs.
- Run Relational Compare
From the Related Records window, verify that both the parent and child objects are configured.
Click the Compare button at the bottom right to execute the relational comparison.
This initiates the process of analyzing parent–child relationships between the source and destination environments.
- Relational Compare Results – Parent
The Compare Results page displays relational results after the comparison runs.
The selected Source and Destination records are shown with details such as Id, Name, SystemModstamp, and Group Number.
The Relational Parent section expands, showing parent object comparisons for validation.
This ensures parent records are aligned before reviewing related child data.
- Relational Compare Results – Child
Scroll within the Compare Results page to access the Relational Child section.
All related child records appear under the parent comparison, with fields like Id, Name, and SystemModstamp.
Use the checkboxes to select specific child records for further processing.
Finalize the process by clicking Save and continue or Save and deploy to apply changes.
Relational Compare (Multi-Level)
The relational compare feature supports performing comparisons across multiple hierarchical levels.
Parent–child relationships can be expanded iteratively, enabling analysis down to the nth level.
Each level of comparison preserves the context of the higher level, ensuring consistent and accurate evaluation across linked records.
This functionality is essential when working with complex datasets where dependencies exist between multiple related objects.
Preserve Child Record Selection
From the Relational Compare Results page, navigate to the Relational Child section.
Select the desired child records using the checkboxes.
Click Save and continue to preserve your record selections.
This action ensures selections are stored before proceeding further in the deployment flow.
Confirmation of Record Selection
After saving, a success message appears at the top right of the screen.
The message confirms that your record selections have been preserved.
Continue with the next steps to choose records for deployment.
Deploy Selected Records
From the Relational Compare Results page, review the preserved records.
Click Save and deploy at the bottom right to initiate deployment.
This action begins the process of pushing the selected data to the destination environment.
Review Object Summary
The Object Summary window displays the list of objects included in the deployment.
Each object name is listed along with the count of selected records.
This provides a consolidated overview of deployment scope before committing.
Confirm Object Summary
Review the listed objects and selected records in the Object Summary window.
Click OK to confirm and proceed with deployment.
The system redirects you back to the results page, with data now prepared for commit.
- Deployment Staging
From the Deployment Iterations page, observe that the deployment is marked as Staging immediately after clicking Save & Deploy.
At this stage, the deployment is prepared but not yet executed to the destination org.
To proceed with the actual deployment, click the Deploy or Re-deploy button (rocket icon) under the Actions column.
This ensures deployment is only executed once explicitly triggered.
To observe the details of the compare operation, click on the "Iteration Details" option.
Deployment Iteration Details
From the Deployment Iterations page, click the iteration label to expand feature details.
The panel on the right displays the feature package name associated with the deployment.
Use this to review which feature package is linked before proceeding further.
Feature Object Overview
Expanding the feature package displays the objects included in the deployment.
Each object shows its name, available count, and selected count of records.
This allows validation of the exact objects and record counts being deployed.
Object Deployment Details & Validation Summary
From the Feature Details panel, click an object (e.g., Eligibility__c) to open its deployment details.
The object view shows applied filters, external ID mappings, and configuration elements like validation rules and workflow rules.
Summaries are provided for both failed and successful records:
Failed Records Summary highlights issues such as storage limits, bad picklists, trigger errors, or other causes.
Successful Records Summary displays DML operations with record counts for updates and creates.
Use this information to validate that object-level deployments are configured correctly and no unexpected errors occurred.
View Object Records
From the Feature Details panel, locate the object (e.g., Eligibility__c) and check the Selected count column to see how many records were included in the deployment.
Click the selected count value to expand and view the Object Records list.
The records table displays detailed fields such as Id, OwnerId, IsDeleted, Name, RecordTypeId, CreatedDate, and CreatedById.
Use this view to validate which records were specifically chosen for deployment and confirm their metadata details before execution.
Logs Verification
Click View Logs to open the Feature Logs panel.
Inspect each step of the process:
Deployment Initialization
Data Retrieval
Object Configuration
Commit Initialization
Data Deployment
Ensure each step is marked complete (✔) to validate a successful deployment.
Deploy to Destination
From the Deployment Iterations page, initiate deployment by clicking the Deploy button (rocket icon) beside the staging iteration.
Configure deployment options such as disabling workflow/validation rules, handling null values, and adjusting field mappings.
Confirm the action by selecting Deploy to begin the process.
Once the deployment is completed, an Iteration number is automatically assigned, which uniquely identifies the run for tracking and review.
Deployment Iteration Results
After deployment, the Deployment Iterations page lists all iterations with their respective statuses.
A green check mark indicates successful completion, while each new deployment adds an iteration to the list.
Use the Iteration Details option under Actions to drill into a specific run.
Within the feature details, review record-level outcomes such as retrieved counts, success counts, and failed counts for each object.
Selecting an object displays a breakdown of updates, showing exactly which records were created or updated in the destination org.
Last updated
Was this helpful?