In this blog, I’d be using workbench for retrieval and deployment. The package.xml file is a project manifest that lists all the components you want to retrieve or deploy in a single request. Some of the tools are:Īll the above-mentioned tools work on the principle of retrieve and deploy using package.xml manifest.
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In fact, there are a couple of tools out there that leverage metadata APIs, and help you retrieve and deploy components in a matter of a few clicks. Instead, salesforce provides a bunch of metadata APIs which you can use to retrieve and deploy multiple components at once, thus making your task easier.
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Salesforce doesn’t expect you to manually copy and paste the metadata files one at a time. Note: Metadata deployment moves only metadata from one org to another, and not your data. All the information you are entering is your data which makes up your opportunity, whereas the fields against which you’re entering those values are the opportunity metadata. You also entered the opportunity name and populated the account this opportunity belongs to. Against close date, you entered some date against stage you entered some value. For example, Consider an opportunity record you created a few days ago. Simple, right? And what is a metadata file you ask? Think of it as a file that describes your data. Metadata files in the target org get created if they’re absent if present in the target, they are overwritten with source’s metadata files. In simplified terms, metadata deployment is copying your source org’s metadata file – called a retrieved package, and pasting it in your target org – is called the deployed package. By the end of this blog, whether you’re a salesforce admin or a developer or in DevOps role, you’d be in a position to push your Tableau CRM project from your source org to production or UAT sandbox, or to any other salesforce org. In this blog, I will talk about what metadata deployment is, mention some of the tools which use metadata API for deployment (tools like changesets, ANT, etc), Tableau CRM components which can be deployed, and also about managing the ones which cannot be deployed as of today (Spring 21). While TCRM in itself is a great tool, deploying TCRM components from one org to another may seem a bit tricky.
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It’s intuitive in nature, easy to learn, and empowers users to quickly spin up applications, dashboards using pre-built templates. Tableau CRM is a brilliant tool for data exploration and for AI-driven advanced analytics.