Gearset lets you compare any two Salesforce organizations or source control repositories and see the configuration differences between them. If you're new to Gearset, running a metadata comparison is a great place to start. 

To run a comparison, you'll first need to add some connections to your Salesforce orgs and/or source control repos.

One way to do this is to go to the My connections section in the left-hand side menu, and click on either Salesforce orgs or Source control and services.

We have separate support documents on managing Salesforce org connections and managing source control connections.

Alternatively, you can add Salesforce org connections directly on the Compare metadata page, as described below, in an example workflow comparing two Salesforce orgs.

  • Log into Gearset. It opens on the Compare metadata page (https://app.gearset.com/configure). To get there from elsewhere in the app, it's under Metadata deployments in the left-hand side menu.
  • Under Choose source metadata location, click Salesforce organization.
  • Enter the username for the org you want to connect to.
  • Select the org type from the drop-down (Developer, Sandbox or Production).
  • Click Authorize  to proceed through the OAuth access flow.
  • Click Allow when prompted by Salesforce.
  • Once an org has been successfully authorized, you'll see an orange tick next to the username. That connection will now be saved for easy re-use in future comparisons.
  • Repeat for your target metadata location.
  • Once you have selected a source and target, the COMPARE NOW button will become enabled.
  • Click COMPARE NOW to begin your comparison.
  • Gearset will now retrieve the metadata from your source and target orgs, and show you the differences. Depending on the size of your orgs, this can take a few minutes.

For more on configuring comparisons (including selecting version control branches as source or target in the comparison, or local files as source, and choosing metadata comparison filters), read our in-depth article here.

Want an overview of the results of your comparison? Read our guide on exploring comparison results.

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