# Page 2

## 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

   <figure><img src="/files/A2kiErhazuMJRnqWwJ9h" alt=""><figcaption></figcaption></figure>
2. Select **“Template”** or **“Version Control”** to reveal the **Retrieve Dataset** option.

   <figure><img src="/files/gVYRYfVZQ9lbAC9VRDFi" alt=""><figcaption></figcaption></figure>
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](https://knowledgebase.autorabit.com/product-guides/arm/arm-features/ncino/feature-deployment)" section for the creation of a feature deployment.

   <figure><img src="/files/2GKP0GpfayzsxdHU6tk1" alt=""><figcaption></figcaption></figure>
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.

     <figure><img src="/files/BQFhVtTxncbMi3bzLKcJ" alt=""><figcaption></figcaption></figure>
   * Choose **Compare** to analyze dataset differences between environments.

     <figure><img src="/files/tOTlfBfGvuelun9MxnYV" alt=""><figcaption></figcaption></figure>
   * 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.

       <figure><img src="/files/ZjXJvgMd7uPWb87f40gP" alt=""><figcaption></figcaption></figure>
     * **Version Control**: Compares records with version-controlled data.

       <figure><img src="/files/IQU8ZtgZEGLLptQj97sO" alt=""><figcaption></figcaption></figure>
     * 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)

     <figure><img src="/files/QYVOjXnilLkSvhv7Hx1O" alt=""><figcaption></figcaption></figure>

   * Optionally, select fields to **exclude from comparison** (e.g., system fields like CreatedDate).

     <figure><img src="/files/8sC95G67wbvBIYAdLoym" alt=""><figcaption></figcaption></figure>

   * Excluding non-essential fields avoids unnecessary mismatches.
4. **Run Comparison**

   * After configuring all parameters, click **Compare**.

     <figure><img src="/files/Ub2u6t3iOqFfmDryfnso" alt=""><figcaption></figcaption></figure>
   *

   ```
   [<br>](https://github.com/AutoRabitOrg/knowledgebase/blob/7b2fb680c2e173abe9167088ba9aadb8ee2e1012/.gitbook/assets/Compare%20-%205.png)
   ```

[<br>](https://github.com/AutoRabitOrg/knowledgebase/blob/7b2fb680c2e173abe9167088ba9aadb8ee2e1012/.gitbook/assets/Compare%20-%201.1%20\(1\).png)


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