Deployment via Version Control using Salesforce Org

This section is about deploying the nCino metadata and data via version control using the Salesforce dataset.

  1. Hover your mouse over the nCino module and click on the Deployment History option.

  2. Click on the Feature Deployment button.

  1. On the next screen, give the process a name and a brief description of it.

  2. In the Source section, select Deployment From as Version Control using Salesforce Org.

  3. Select your Version Control type, Repository, and Branch.

    1. Select the Deployment Type:

      1. Entire Branch: This option will fetch the feature migration templates configured on your branch. You'll be asked to choose the template and template version when you select the entire branch option.

      2.Single Revision: This option will pull all of the versions from your repo, allowing you to choose which revision to use in the deployment.

  1. Select your Source Salesforce Org.

  2. Based on your template selection, the object configuration section will render the selected objects and apply filters and mappings.

  1. Choose your Destination Environment.

  1. There are various options that you can configure to your objects before you proceed with deployment or commit:

    1. Applied Mappings

    2. Applied Filters

Applied Mappings

In this section, you can use an external ID in place of a related record's Salesforce record ID to relate or associate records to each other as you process an Upsert operation. For example, if Object B has a lookup field to another Object A you can use the values contained in a field that's marked as an External ID on Object A to relate the two (Object B to Object A records).

In the Source field: Select your own source field whose values will get populated in the destination External Id field.

In the Destination field: Select the required field from the destination org whose values will remain unique for all the records.

Important Note (About Applied Mappings):

  1. Since the source for Deployment via Template or Version Control is a CSV file rather than a Salesforce Org, all fields, regardless of the External ID supported, will be fetched and displayed in the Source column. However, the relevant fields will be shown under the Destination column since the target org is a salesforce org.

  2. AutoRABIT External ID fields are not supported for the Upsert operation.

Applied Filters

Such filters will be displayed here if any filter is applied to the objects. You can edit the already applied filter (if required) using Edit Filter.

Deployment Option

Based on your destination selection, you will have different deployment buttons to choose from:

  1. Create Dataset: Create a dataset from your Salesforce Org. On selection, you will be redirected to the Commits History screen.

  2. Create Dataset & Deploy: Create a dataset and deploy it to your Salesforce Org.

For deploying to the destination org, you will find the list of deployment criteria you can opt for before proceeding.

Deployment Filters

  1. Disable Workflow Rules: This option will deactivate the workflow rules associated with objects part of the deployment

  2. Disable Validation Rules: This option will deactivate the validation rules associated with objects part of the deployment

  3. Use Bulk API (Batch API will be used if the option is not enabled): You can transfer bulk records in a go from the source and destination org

  4. Insert/update with Null Values: This will either insert or update record field values with null (if the value is null in Source Org) in Destination Org

  5. Use UTF-8 file encoding for file read and write operations: Use UTF-8 as the internal representation of strings. Text is transcoded from the local encoding to UTF-8 when data is written to or read from a file. UTF-8 must be enabled if your data exclusively contains English alphabets. UTF-8 must be disabled if your data contains non-English alphabets. UTF-8 should be enabled by default in accordance with Salesforce.

Click OK to complete the feature deployment process. You'll be redirected to the Feature Deployment Summary page, where you can view detailed deployment reports or re-deploy the nCino objects to your Salesforce Org once again.

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