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7/11/2023
10 minutes

5 Data Deploy Features You Don’t Want to Miss

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Team Copado
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Copado Data Deploy (CDD) recently got a bit of a makeover. Version 1.0 of CDD enabled release managers to deploy complex relational data easily and reliably between orgs. Version 2.0, released July 15, takes that ease and reliability up a notch or two (or maybe even 5).

Designed with speed in mind, these five CDD features give developers and release managers more flexibility and visibility into their data deployments, so they can continue optimizing their DevOps processes.

1. Template ERD

Entity Relationships Diagrams (ERD) visualize relationships between tables within a database. CDD Template ERDs show all relationships between a group of data templates. This allows you to see which related records will be deployed in a data deployment.

For example, the image below shows the relationships between the data sources used in the “CPQ Price Rule” template. Though the template name only references CPQ Price Rules, the Template ERD shows that data for CPQ Price Condition, CPQ Price Actions and CPQ Lookup Query records will also be deployed when the CPQ Price Rule template is used.

Template ERDs make it much easier to verify which records will be deployed when. As teams grow, more developers will leverage release templates. ERDs make it easier for teams to collaborate and validate deployments, keeping bottlenecks out of the process.

“With this feature we can easily understand the relation and if there are any errors in the deployment, this diagram is helpful for faster troubleshooting.” — Beta Tester

2. Custom Filters

Standard Filters allow deployments to be filtered to any field configured on the Object. However, there are many use cases that require filtering to occur on the Parent Object. For example, you may need to deploy only Contacts tied to specific Accounts. With Custom Filters, you can now filter based on the Parent record (Accounts) to better control and streamline deployments.

Custom Filters also allow you to use advanced query operators such as IN  and NOT IN. For example, you may need to deploy Contact Records for only a specific region. You could use the query — MailingCountry IN (“France”, “Belgium”, “Switzerland”) —  to limit the records deployed.

“This feature is amazing as it supports the exact filters we put in the SOQL query. This solves the issue of manually deploying child records based on certain parent conditions.” — Beta Tester

3. Override Filters on Deployments

Standard Filters are applied directly to the deployment template. Prior to Override Filters, users needed to replicate templates each time a different filter was needed for a deployment. With Override Filters, release managers and developers can reuse templates frequently, simply adjusting the filter at deployment based on their current use case. This minimizes template clutter and increases release confidence.

4. User lookup migrations

User lookup field data can now be deployed through CDD. This is important when deploying test data from production to a sandbox because  validation rules often enforce approver and owner dependencies. By deploying and matching users from production to a sandbox, you’re able to test the right user lookups and dependencies. You can now more accurately test based on user permissions, sharing rules and territory assignments.

5. Deploy Chatter & Lightning Files

CDD already supported deployments of Attachments records in Salesforce Classic. And as of the July 15 release, CDD now supports deployments of Lightning Files. This is particularly helpful for deploying data for AppExchange packages. For example, BasicGov uses Lightning Files  to save template configurations in their application. When you configure BasicGov in a sandbox, you can now deploy the necessary files to ensure it operates correctly in each environment.

“Many times, customers or partners upload attachments to Accounts, Cases and other Objects, so this feature is really helpful when we test scenarios that include uploaded attachments.” — Beta Customer

We’re excited to see the impact the Summer ‘20 release has for customers. We’re already seeing big efficiency gains with Beta users and are developing new features to keep speeding up deployments and building your DevOps confidence. If you want to see these features in action, check out recent Tech Talk where we demo all the new features of Data Deploy.

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About The Author

#1 DevOps Platform for Salesforce

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