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Metadata and Data Deployment from DX Inspector

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Metadata and Data Deployment from DX Inspector

Quickly move metadata and configuration data from your current Salesforce org to a target org in a single orchestration. This type of direct deployment from DX Inspector is ideal for moving small, specific changes without using a full DevOps pipeline.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

This feature deploys metadata first and then the related data. It retrieves selected records from the source org and migrates them to the target org. To maintain data integrity, it migrates records based on their relationships. For example, the feature migrates parent records first to capture their new record IDs, and then it migrates and maps child records to the correct parent records by using these IDs. If external IDs are present, they’re used to upsert records, preventing duplicates and ensuring existing records in the target org are updated with the latest changes.

Use Cases

  • Move configuration data, such as objects containing product catalogs and business rules, between environments.
  • Deploy a new feature from a development sandbox to your production org after development and testing are complete.
  • Develop and test changes in a scratch org, and then move them to a sandbox for further integration. Seed the sandbox with specific data for validation.
  • Move metadata and data between developer sandboxes to integrate changes from different team members. This action is useful for moving a combined feature set to a shared sandbox for User Acceptance Testing (UAT).
  • Deploy the final set of customizations to a staging or preproduction environment and populate it with realistic data that mirrors production for final testing.
  • Set up new environments, refresh sandboxes with production data, or move configuration records.
  • Plan and Prepare for Deployment
    A successful deployment starts with a solid plan. To avoid conflicts or missing dependent metadata and configuration data during deployments, review these prerequisites, best practices, and limitations.
  • Working with Metadata and Data Dependencies
    Identify, map, and visualize the relationships between metadata components and data records in your org. You can view dependencies early to select all required metadata and data before deployment, which prevents deployment failures.
  • Deploy Metadata and Data to a Target Org
    Move your metadata changes and configuration data from your current org to a target org. 
  • Monitor and Verify Deployments
    After the deployment process completes, monitor its status and verify the results
  • Troubleshoot Deployment Failures
    Review these common issues and learn how to fix them. If you need help, contact your Salesforce admin.

See Also

 
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