Running your first comparison

Compare metadata between two environments

Rachel Maton avatar
Written by Rachel Maton
Updated over a week ago

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. 

Step 1: Connect your orgs

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

You can do this in the My connections section in the left-hand side menu:

Alternatively, you can add Salesforce org connections directly on the Compare metadata page.

Find out more:

Step 2: Select the orgs you want to compare

Log in to Gearset and go to the Compare metadata page, under Metadata deployments in the left-hand side menu.

Compare and deploy screen in Gearset

Under Choose comparison source location, click Salesforce organization.

Enter the username for the org you want to connect to.

If the connection is one you’ve already added via the org connections page, you'll see a green tick next to the username. That connection will now be saved for easy re-use in future comparisons.

Or, click Add new connection.

Repeat for your deployment target location.

Once you've selected a source and target, the COMPARE NOW button will become enabled.

Step 3: Select your metadata comparison filter

Custom filters let you define which types of metadata you want to retrieve, and exclude those you’re not interested in.

The Gearset Default comparison filter includes the most common metadata types, including Custom Objects, Profiles, Permission Sets, and Apex code. For ease, you can select this.

Or, learn more about custom metadata filters.

Step 4: Compare your orgs

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.

Step 5: View the results of your comparison

Once you've run your comparison, you'll be able to see what changes have been made, when and by whom at a glance, without the need for manual XML diff or change tracking documents.

Read our guide on exploring comparison results.

More information

Learn more about configuring comparisons (including selecting version control branches as source or target in the comparison, or local files as source).

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