Gearset

Which data center is your application hosted on? Where is my instance hosted?

Where is your data stored?

Valerio Chang

Jason Mann

David Collis

FAQs

Authentications and integrations and connections

Using your SSO configuration to log into your Gearset account

Does Gearset support SSO?

I've forgotten my Gearset login account details, how can I find this?

How does Gearset's OAuth connection to orgs work?

This guide walks you through configuring Single Sign-On (SSO) for Gearset using Okta as your Identity Provider (IdP).

OKTA and Gearset setup

Allow our IPs to allow Gearset to access your on-premise version control system or protected orgs

Gearset's static IP addresses

Information on Salesforce org permissions required by Gearset to use metadata and data deployment tools, and Backup and restore feature.

What access does Gearset need when connecting to a Salesforce org?

How to add Gearset to Network Access and Login IP Range

Can Gearset connect to orgs with IP access restrictions?

What OAuth version does Gearset use?

Guidance on how to use your Custom domain URL to connect a Salesforce org in Gearset

Can I connect to an org with "Custom Domain" login?

Explaining why you'll see "Gearset" and "Gearset Deploy" in the Connected Apps in your Salesforce org

Why does Gearset have two Connected Apps?

Why am I seeing Gearset logins from Ireland when my data storage location is the US, Canada or Australia?

Steps for configuring SSO when you are using OneLogin as the service provider

OneLogin and Gearset setup

The functionality of Salesforce authentication means that certain configuration is needed in order to use the recommended service account approach for org connections from Gearset

Salesforce SSO considerations for Gearset service accounts

Learn what common OAuth login errors mean in Gearset, why authentication may fail.

Understanding login failures when signing into Gearset

Login and authentication

A quick reference for all supported third-party integrations in Gearset

Gearset supported software integrations

Post updates to your Chatter feeds for when action is needed

How do I add Gearset notifications to Salesforce Chatter?

Update your Microsoft Teams channel during continuous integration, change monitoring or test monitoring when action is needed

How do I add Gearset notifications to a Microsoft Teams channel?

Add your Jira ticket reference and Gearset will automatically post updates to your Jira ticket and provide a direct link to your deployments

Integrating with Jira (Hosted/Cloud)

What is Pardot?

Steps for configuring SSO when you are using Microsoft as the identity provider.

Microsoft Entra ID (Azure AD) and Gearset setup

Integration with Glip

Slack configuration and setup instructions to enable Gearset to send notifications, alerts and job status updates to your Slack channels.

How do I add Gearset notifications to a Slack channel?

See your Salesforce org test results on your desktop

Integrating Gearset with CruiseControl

This article will take you through the steps of connecting a Self-hosted version of Jira to Gearset

Connecting to an on-premise version of Jira

Find out how to deploy external data, such files from Google Drive, using Files Connect and Gearset

External data sources with Files Connect

Get directly mentioned/tagged when action is needed in your pipeline

How do I add my Slack or Microsoft Teams handle to my Gearset account?

Connect your cloud-hosted Jira team to Gearset

Integrating with Jira

Connect your self-hosted Jira Data Center server to Gearset

Integrating with Jira Data Center

James Potter

Gearset integrations

Will Gearset support Orgs migrated to Hyperforce?

Hyperforce and Gearset

Add, remove, and re-authorize saved connections to your Salesforce orgs

Managing Salesforce org connections

Add and remove saved connections to your source or version control repositories

Managing source control connections

If you have an org hosted on Salesforce China you will need to connect it to Gearset to use it for metadata deployments.

Connecting to a Salesforce org hosted on Alibaba Cloud in China

Quinn Kuiper

Claudia McPhail

Mateusz Kochanowicz

Managing connections

Our policy on the maximum amount/limit of Salesforce orgs you can add

How many Salesforce orgs can I add with my subscription?

Contacting Gearset for help with account and billing management

You can purchase Gearset in-app, or contact our sales team for an invoice

How can I buy a Gearset subscription?

What payment methods can I use?

How to download monthly invoice, and request annual subscription invoice

Where can I find subscription invoices?

What to do if you want to transfer your account, log in with a different authentication type or if you have lost your account access?

How to change your Gearset login

How to delete your data stored on Gearset's servers

How to delete your Gearset account

How to make changes to your recurring subscription

FastSpring - Subscription management

What is Gearset's licensing model and pricing?

Katharine Darbishire

Licensing and purchasing

Data Protection, AI, HIPAA, and Information Security

Information about Gearset's DPA and whether it's relevant to your use of Gearset.

Gearset's Data Processing Addendum

Information about the Sub-processors used by Gearset - the "Sub-processor List"

Gearset's Sub-processors

Information about how Gearset handles Personal Data.

How Gearset handles Personal Data

Data Protection

How to ensure you're meeting your compliance needs when using Gearset's HIPAA instances for storing and processing PHI

The Gearset HIPAA implementation guide

HIPAA

Artificial Intelligence Acceptable Use Policy - metadata product features

Non-exhaustive details of the AI functionality currently available in Gearset. This list is subject to change without notice.

AI Feature Functionality Usage in Gearset

AI Acceptable Use Policy

Stephen Chambers

David Rant

Collection of AI articles related to fair use and terms of service

Gearset security overview

Information Security

Setting username and password on scratch orgs, and using scratch orgs with Salesforce CLI

Can I set a username and password on my scratch org?

Create, compare, and develop your Salesforce DX scratch orgs from within Gearset

Configuring SFDX scratch orgs with Gearset

Does using Gearset install anything into my orgs?

A selection of DevOps, Salesforce and Gearset terminology

Glossary of terms

Setting your timezone ensures your audit history and automated jobs display the correct information

How can I change the time zone setting in Gearset?

Is support included in the price?

There is a minimum of one metadata license

Is there a minimum license purchase?

Guide to Bright Market, LLC (dba FastSpring)

FastSpring

Learn about our free online training platform to build your DevOps skills

What is DevOps Launchpad?

The best browsers to use and a note on ad blockers

Which browsers does Gearset support?

Learn how to disable Gearset's email alerts.

Unsubscribing from unwanted emails

Enabling and disabling browser notifications permissions

Managing Gearset desktop notifications

What does the setting "XML quote escaping style" do in Gearset?

Ways to get in touch with us when using the app

Contacting Gearset support

What is Semantic Merge?

The semantic reverse merge commit that Gearset will sometimes add to a PR is often a source of confusion. Here we attempt to explain it.

Why do Gearset's reverse merge commits contain lots of unrelated changes?

Sometimes Gearset will show a warning about a high merge complexity. This article explains why this matters and what to do about it.

What does the 'high merge complexity' warning mean?

Is app.gearset.com not loading as you expect?

GitHub recently sent emails advising users to rotate webhook secrets due to a past issue.

GitHub webhook secret rotation - Gearset guidance

Ali Daw

General FAQs

A best practice guide on managing renaming the API name of a Salesforce component, and promoting the change through the pipeline.

How to handle API rename of a Salesforce component through the Pipeline

Amrutraj Patil

Salesforce DevOps

An introduction to the modern git-based development model

A best-practice DevOps model

Follow along a DevOps development flow with Gearset and git in our step-by-step walkthrough

A sample source-driven development workflow for Salesforce

The underlying principles that guide a modern development process

Key principles of a DevOps process

How version control compares to in-org development

The benefits of version control driven development

The reasons for testing, their benefits, and practical tips for writing better tests

Testing best practices

It's important to use a tool that works for the entire team

Finding the right DevOps tool for your team

A practical guide to DevOps

Change sets

An overview of the different types of org within Salesforce

Salesforce organizations

What is Salesforce?

Why do users modify Salesforce?

Salesforce basics

An overview of Salesforce DX

Code changes

Declarative changes

The key differences between configuration data and records

Metadata versus data

A brief introduction to the Salesforce Metadata API

The Metadata API

Why users deploy, how deployments work, and the challenges they pose

Why do users perform deployments?

How DX is changing the way DevOps works on the platform

Salesforce DX and DevOps

Developing in Salesforce

What is DevOps for Salesforce?

Introducing release management and how to make it work for you

An introduction to Salesforce release management

Common tasks carried out by users working on the platform

The roles of Salesforce admins and developers

Finding the right level of process and complexity for your business

The three stages of release management

What are Salesforce Preview sandboxes and how do they fit into your release strategy?

Salesforce Preview and Non-Preview Sandboxes

Samuel Crossland

Salesforce release management

Find answers and get help from Intercom Support and Community Experts

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