Creating a Gearset account

The best way to see how much easier Gearset makes deployments is to try it out for yourself. That's why we offer a totally free 30-day no-obligation trial.

Simply follow these steps to create your Gearset account:

  • Click Allow when prompted by Salesforce, Google, or LinkedIn.

  • Complete your Gearset profile by naming your Gearset team (or letting us create one for you using the name generator!), and entering a contact number. You can also opt into receiving occasional product updates by email. Your email subscription preferences can be managed later from the account page of the app.

  • Click CREATE ACCOUNT to finish setting up your profile.

That's it! After signing in, you'll be automatically set up with a totally unrestricted trial of Gearset and guided through some of our key features. During your trial you can use all Gearset's features, with no usage limitations. Learn more about Gearset's features.

Initial setup wizard

The first time you sign into Gearset, you'll be guided through linking your initial org connections and running your first comparison by our setup wizard.

If you're new to Gearset, this is a great way to get going. If you've already used Gearset before, you can skip this wizard using the link at the bottom of the screen.

  • Click START QUICK ORG COMPARE to get going.

  • The first step is to connect to a source Salesforce org - this is the environment in which you have some changes that you'd like to deploy.

  • To connect to your org using Salesforce authentication, enter the username of the org, select the org type and click Authorize.

  • You'll be prompted to log into Salesforce and authorize Gearset to access this org. Click Allow once you've logged in. Don't worry, you're not changing anything in this org at this stage; this is just allowing Gearset to read the metadata for your first comparison.

  • Once you've authorized the connection, you'll be taken back to Gearset. If you wish, you can now set up automated unit testing and change monitoring for this org using the buttons below the connection.

  • Click ADD TARGET ORG to set up the connection for your second org.

  • Repeat the steps above for your target org: log in, authorize and set up any automated monitoring jobs.

  • Once you've linked your target org, click REVIEW AND COMPARE.

  • With a source and a target org connected, you're ready to run your first comparison and see the configuration differences between them. If you want, you can customise your comparison filter here, or simply click COMPARE NOW.

  • Gearset will now run a comparison between your two orgs and show you the differences. From here, you can begin to build a deployment package to move changes between them.

  • To find out more about running your first comparison and building a deployment, see our quick start guides.

Want a demo? Just get in touch

If you'd like to chat with one of our team to explore Gearset and your use cases in more detail, just let us know and we'll be happy to set up a call and a guided demo of the app.

You can reach us at [email protected], call +1 (833) 441 7687, or use our in-app chat.

A few common questions about creating your account

Will Gearset access the Salesforce org I log in with?

No. Gearset will not access the metadata from the Salesforce org you log into the app with. We only use your Salesforce/Google/LinkedIn account to create a local profile in Gearset. This saves you making you create a separate Gearset account, and means we never store or access your user credentials.

Which account should I log in with?

Your Gearset profile will be linked to the account you first log in with, so it's a good idea to pick one that's going to stay around. Your production Salesforce login or a Google account are ideal, but you can also use any developer or sandbox account too. Just make sure to sign in with the same account each time. 

Note when using sandboxes: when sandboxes are refreshed, your Salesforce user account is sometimes deleted and recreated. This can mean you'll lose access to your previous history in Gearset, as your Gearset account is tied to a specific Salesforce user. We recommend you don't use sandboxes for paid Gearset subscriptions.

What should I do if I hit the OAUTH_APP_BLOCKED error?

This means your org is not allowing Gearset to connect to it. Follow these steps to unblock the necessary Connected Apps:

  1. Navigate to Setup and type Connected Apps into the Quick Find box.

  2. Click on Connected Apps OAuth Usage.

  3. Locate the entries for the Gearset Apps.

  4. If the Action button for either app says Unblock, then this Connected App has been blocked. Click to Unblock each app.

  5. If Unblock is greyed out, you may need to click Install for both Gearset Deploy and Gearset apps. This will allow you to manage security settings for these apps.

Once installed, you will be able to click Unblock provided you have the necessary permissions in your org.

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