Objects

For a data object to show up in Gearset after selecting the source and target for a data deployment, several conditions need to be met:

  • The object metadata type needs to exist on both the source and target (with the same API name). For example, to deploy knowledge articles, you would deploy the metadata component first, followed by the data, as explained in this article.
  • The user needs to have permission to access the object.
  • The object must be queryable and retrievable in the source, and
    createable and updateable in the target. You can check these properties using Workbench: https://workbench.developerforce.com/describe.php.

If these conditions are met, then you should see the object as a top-level selectable item in the first stage of configuring your data deployment in Gearset:

If you only just added the object to either the source or target org, try starting a new data deployment to make it show up (as we cache the object list within the deployment).

Exceptions

Gearset can't deploy:

  • User
  • UserRole
  • RecordType
  • Group

If your object isn't on the exception list and you think you have met all the conditions, but you still can't find what you need, talk to us via the in-app chat!

Fields

Firstly, note that these fields cannot be deployed:

  • base64 fields
  • deprecatedAndHidden fields that are either nillable or defaultedOnCreate 

To be able to deploy a field:

  • It must exist on both the source and target.
  • It should be createable and updateable. (If a field is createable but not updateable, it can be deployed if the field is not nillable and not defaultedOnCreate.) You can check these properties using Workbench, as mentioned above for objects: https://workbench.developerforce.com/describe.php.

In addition to this, if a field is a lookup field (or master-detail field), it will only be deployed if:

  • All objects that it points to can be deployed (as described above).
  • All objects that it points to have been included in the data deployment, either in the page where you first select objects (below), or on the page afterwards where you confirm/select related objects.
  • The relationship field has been included in the deployment as a reference field to deploy:

Note that if the lookup field points to multiple objects (such as Task.WhatId), all of the possible objects it can point to must meet these requirements, or the field will not be deployed.

If you need any additional support, feel free to reach out to us via the in-app chat.

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