New Features in Copado Data Deploy

Updated 2 days ago by Copado Solutions

Copado is always working on designing new features as well as on improving existing functionality. In this desire for improvement, we have added several enhancements to Copado Data Deploy.

These enhancements include a relationship diagram, an option to override filters when deploying a template, a matching users functionality in the destination organization and an option to choose the type of attachment you want to insert, remove or replace when deploying your template. Let’s go ahead and describe these new features in more detail.

Relationship Diagram

The relationship diagram provides a visual representation of the relationship between the different objects included in your main template.

When you add a related template to your main template, you no longer need to navigate to this related template to check the details. Simply click on Show Relationship Diagram in the Parent Objects tab, and you will see all the related templates included in your main template and the relationship between the different objects:

As you can see in the screenshot above, the white box represents the main template you are currently in.

In the relationship diagram you can also see if you have filters or record limits applied in any of the templates, or if there are any attachment options selected. If any, a funnel or an attachment icon will be displayed next to the relevant template.

Please note this is a Lightning component and won’t be available if you are in Classic.
Since this is a lightning web component, you will also need to enable My Domain in Salesforce's Setup.

If you add or remove a related template, click on Refresh Diagram on the Diagram page to get an overview of all the elements included in your template before you deploy it.

The relationship diagram is available in data templates, the Data Template deployment task, the Data Template deployment step and the data deployment wizard. This way, you can have an overview of the objects you need to migrate when building your template and also ensure you are not missing any objects before you execute the deployment.

Override Filter 

Using the existing object filtering options, Copado now allows you to add filters to or update existing filters in a template in a Data Template task, a Data Template deployment step or the data deployment wizard so that you can deploy a subset of records without saving these changes in the template. 

With this functionality, you no longer need to clone a template in order to add or remove filters without impacting other users working on the same template.

Let’s see how you can use this feature in the different data template deployment options.

User Story Deployment Task

To add or edit a filter in a data template included in a deployment task, follow these steps:

  1. Navigate to the Deployment Tasks related list on a user story.
  2. Click on the pencil icon next to the Template Filter field:

  1. Remove the existing filter if you want to deploy all the records or add a new filter if you just want to deploy a subset of records. An SOQL query builder will be displayed for you to add the filters.
Deployment Step

If you are deploying your data template using an Advanced (multi-step) deployment, you can edit the Data Template deployment step and add filters, remove or edit existing filters.

  1. Locate the Data Template step in your deployment and click on the pencil icon next to Template Filter:

  1. You will be taken to the Confirm Data Filters screen. Here, you can remove existing filters, add new filters by clicking on Add new parameter or click on Reset Filters to go back to the original filter configuration. Once you are done with the changes, click on Save:

Data Deployment Wizard

When deploying a data template using the data deployment wizard, you can click con Review Filters to ensure everything is correct before executing the deployment:

You will be taken to the Confirm Data Filters page:

Here, you can remove existing filters or add new filters by clicking on Add new parameter. Once you have made the changes, you can easily go back to the original filter configuration just by clicking on Reset Filters, or you can click on Confirm Data Filters to proceed to the deployment.

If the template’s original filter configuration has been modified, a Filters Override: Yes field will be displayed on the Deployment Overview screen:

Click on Back if you want to return to the Confirm Data Filters page and review your filters once more before the deploying.

Match User

Similarly to the existing Match Owner field, where you can choose to match the owner of a record in the destination environment when deploying your template, you can now match different users available in a record.

Navigate to the Parent Objects tab and select the custom user lookup fields you would like to include in your template. Copado will try to match the user in the destination organization of your deployment using the email address or, if the email address doesn’t match, using the Id of the user.

Please note that in order to see user lookup fields, you need to remove Users from Disabled Parent Objects in the Data Template Setup custom metadata type. To do this, follow the steps below:

  1. Navigate to Setup > Custom Metadata Types.
  2. Go to Data Template Setup and click on Manage Records.
  3. Edit Disabled Parent Objects and remove Users from the API Names field. If you cannot see this field, edit the Data Template Setup layout and add this field to the layout.

Select Attachment Type

If you select an attachment action to remove, replace or insert attachments as part of your data deployment, you can now specify the type of attachment you want this action to be applied to, files or attachments:

Only the attachments that belong to the attachment type you select will be removed, inserted or updated. 

Please note that due to a Salesforce limitation, attachments or files included in your data deployment with a size bigger than 50 MB will not be deployed. In the deployment results you will find a list of all the deployed files and attachments, including the ones that did not get deployed due to this limitation.

Custom Filter

In the Main Object Filter tab you now have the option to build a custom filter. This custom filter functionality enables you to use advanced filter scenarios like filtering by fields in a parent related object or using advanced operators like IN and NOT IN. This way you can be more precise about the records you are deploying and also avoid hitting deployment limits. 

To create a custom filter, follow these steps:

  1. Navigate to the Main Object Filter tab.
  2. Click on Add new parameter to add a filter and select Custom Filter from the drop-down menu:

  1. A box will appear where you can enter the filter query:

To remove the filter, simply click on the trash can icon.

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