nCino Compare

Introduction

The compare and selective deployment functionality allows you to perform comparisons across datasets and objects between different Salesforce orgs or version control repositories. You can then promote selected records to target environments.

Overview

1. Perform Org-to-Org or Org-to-Version Control (VC) comparisons.

2. Run relational comparisons on initial datasets.

3. Select individual records at any comparison level.

4. Save selections and continue comparing or proceed to deployment.

5. Finalize deployment using the Save and Deploy option.

6. Review selected records on the Object Summary screen and initiate RBC deployments.

Step-by-Step Guide

Initiating Compare Operation

Feature Deployment – Template & Version Control

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

2. Clicking it redirects to the Deployment History page.

3. 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. Click Create Dataset to start a comparison.

Perform Compare

1. Open the deployment and click Compare.

1. Choose the type of comparison:

   • Org-to-Org (select Salesforce Org)

   • Org-to-VC (select Version Control)

Compare Results

1. View differences highlighted in yellow (for changed destination values).

2. Configure comparison using:

   • Destination

   • Feature Name

   • Object

   • Unique ID

   • Exclude From Compare

1. Exclude fields from comparison (shown in light gray).

2. Use Select to choose current page or all records.

3. Use Search by Field to filter results.

1. Change View to select which fields to show (max 25).

1. Click View Record to compare source vs destination values.

1. Use Save and Continue or Save and Deploy to proceed.

Note: Record counts are shown on the Object Summary screen before deployment.

Relational Compare - Global & Record-Level

Global Relational Compare

Performs a full compare to identify parent/child records related to selected objects.

1. Choose parent/child object and Unique ID.

2. Select fields to exclude and click Compare.

Record-Level Relational Compare

Compares one record at a time and lets you drill down further.

• Supports multiple levels of nested comparison:

  • Level 1, 2, 3, etc.

• Continue record selection:

• Choose:

  • Save and Continue – Save and proceed.

  • Save and Deploy – Go to deployment screen.

• View selected records:

• After deployment: