Deployment Wizard

Updated 3 months ago by Copado Solutions

As described in the Deployments Overview article, a deployment in Copado is the process of moving changes from one environment to another following a designated pipeline.

Copado allows you to create a deployment from several places, such as the Deployments tab, a user story or a promotion, please check out the article Creating a Deployment for more information.

When setting up a deployment from the Deployments tab, you can find a deployment wizard with a user-friendly interface to help you quickly set up and execute your deployment.

Working with the Deployment Wizard

  1. Navigate to the Deployments tab and click on New.
  2. A screen to select the type of deployment will be displayed. The options are the following:
  • Advanced (multi-step): Create multiple types of deployment steps. If you select this option, you will be redirected to the classic deployment page to continue with the deployment setup.
  • Automation Template: Build an automation template, where you can add different deployment steps that you can save and execute in the future.
  • Data Deployment: Select a data template to deploy it following the wizard.
  • Metadata Deployment: Select the metadata manually to be deployed in a point-and-click process.

Choose the one that suits your needs and click on Next to proceed to the next steps.

  1. If you have selected the default Metadata Deployment option in the previous step, you will be redirected to the next screen in the deployment wizard, where you need to give your deployment a name.
  2. Next, select a source. There are two sources available:
  • Salesforce Org: This will be the source org from which you want to deploy, as in a classic deployment. Once you have selected the org, click on Confirm Source to continue.
  • Git: When this option is selected, you are required to choose a commit. You can search for the commit, branch or repository name directly in the search bar. Choose the commit and click on Confirm Git Commit to continue or on Save & Close to save the record and be redirected to the Deployments tab:
  1. The next step will be to select the destination environment. Up to 5 most recently viewed org credentials will be displayed on the table, and you can also use the search bar to look for a specific org credential.

Once you have selected the org credential, click on Confirm Target:

  1. If you selected a Salesforce org as source in a previous step, you will see a grid with a list of the metadata components available in that org. You can search for a specific component by API name, or filter the list of components by Type, Last Modified By ID and Last Modified Date.
  • Click on the Compare link next to each metadata component to see a comparison of that component in the source and the destination orgs:

Please note that the Compare link only appears if you select a Salesforce org as source.
  • Once the comparison is completed, a View Differences link will appear. Click on it to display a full-screen modal with the differences:

  • If you are using Vlocity integration, click on Get Vlocity Dependencies to resolve these dependencies before deploying.
  • Once you have selected all the required components, click on Confirm Metadata to continue.
  1. Once you have selected and confirmed the metadata, you will be taken to the Deployment Overview page, which contains a summary of the deployment that you can review before executing the deployment. In addition to the deployment settings, you can find information about the number of credits used for the deployment.
  • Click on Validate deployment to create a validation deployment. If the validation fails, a table with the list of errors will be displayed so that you can review them. You can also click on Review Source & Target to update the source and destination environments in your deployment. Click on Review Metadata to go back to the Compare & Deploy page or on Restart Deployment  to restart the validation deployment.
  • Click on Start Deployment to execute the deployment:

  1. Once the deployment is completed, a screen with a summary and the result of your deployment will be displayed. You can also create a new deployment from this screen by clicking on Start New Deployment.
If the deployment is completed successfully but there is a warning, a Deployment Log tab will appear, where you will be able to review the information. If no warnings are displayed, this tab will be disabled.

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