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nCino Compare

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

1. Click on "Create Feature Dployment" to initate the featre deployment creatio

   
2. Select “Template” or “Version Control” to reveal the Retrieve Dataset option.

   
3. Clicking it redirects to the Deployment History page.

4. On that page, use View Dataset to open the dataset.

Feature Deployment – Using Salesforce Org

1. Select Template Using Salesforce Org or VC Using Salesforce Org to see Create Dataset.

2. Refer the "Feature Deployment" section for the creation of a feature deployment.

   
3. Click Retrieve Dataset to start a comparison.

4. This would redirect the flow to the Deployment History.

Perform Compare

1. 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.

2. 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.

3. 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.

4. Run Comparison

   • After configuring all parameters, click Compare.