Add the next deployment method that we are going to talk about is how do we handle metadata.
How do we deploy metadata using Snapshot.
Snapshot is definitely a very exciting tool that focuses on assisting the system admins for managing
the scheme on their args.
This tool helps us to capture the snapshots for versioning and change management and using this tool
we can easily view compare manage log and report all the changes and deployments that is made to multiple
say for socks.
We can easily perform provide comparison and deployment to multiple cells for dogs.
We can do audit and complains management.
We can view and identify all the relationships within the ARG.
We can do documentation and reporting on that.
Overall we can manage all the customizations that is made to the are we including the Apex gold or the
custom objects are the base layout to workflows and profiles and everything.
So I have mentioned here this tool is widely used to forward the front other purposes and just not for
deployment but in this lecture.
We are just going to concentrate how do we deploy it using snapshot.
And how do we take a meditator backup before we delay deployment in their previous action in non detrimental
data export we basically discussed that the using snapshot is one way of taking the midday to export
that somebody had a backup right.
So now like we demonstrate we'll see like how do we basically do that how do we take a metadata export
using snapshot and then how do we deploy changes how do we deploy the metadata using snapshot and to
mention definitely very important.
This tool snapshot is from the company dream factory and it comes with the license.
You can go to app exchange and see that search for a snapshot and you know you you get that
Google for snapshot
and this is the one snapshot a change and release management go to change and release management and
give you all the details of that particular application yes.
So as we can see here it is paid and we got to contact the company that was our dream factory of what
actually.
Just to know about that the licenses and for how many users and they've like more number of users like
will they give some a better price on the license or what of their details and everything like you can
contact dream factory and ask that.
And as mentioned it is an ultimate tool for our clean up reporting auditing compares and lifecycle management.
And if you want to check more details go to the details tab then like you will have more details on
the tool as you can see here.
And that is also some data sheets some case scenarios and all these.
And I have I guess a snapshot.
I use the data you can check in the reference materials.
So that gives a complete picture off folks how do we use a snapshot for various other purpose estimate.
You can go for reviews and check like basically how people feel about snapshot and the providers.
This comes with the license it is not the mine they do that every project uses a snapshot data stored
up the project only up to the business totally up to their budget how much they can basically you know
expand for all these tools but definitely a snapshot does a very good tool for them deploying them and
data and in case you get a chance to work in a project where they use Snapchat definitely the selected
will be very very helpful because now that you will know how do we export manager using Snapchat how
do we deploy money that using snapshots or you know Snapchat does no new tool for you like no you know
like what a Snapchat and how do we do things with Snapchat now let's log into this natural application
by our dream factory.
So this is how the screen looks like you go to give in your salesforce credentials the user name password
basically then back on the setup you will have access say for example like you are a user a license
is barred by your company for you to access snapshot and then you can use the credentials that you use
for accessing the production or accessing the sandbox.
So if you want to access the sandbox and you know give that particular credentials username and password
and then check the sandbox icon this particular checkbox but then if you're trying to connect to production
just given the user name and password and leave this unchecked.
Once you have successfully locked in then you go to select the application that you go to work on and
in our case like we want to launch a snapshot.
So click on snapshot and go for launch so once you click on launch you get all these options digging
the asset snapshot viewing as snapshots profile snapshot an object snapshot the profile snapshot does
win a much related to the profiles and objects is very much related to the objects in the field.
And now like us we got to take asset snapshot.
So far exporting for doing embedded in I export of all the confidence that we are going to deploy globally
can take as a snapshot.
My name to this is snapshot.
Say for example metadata deployment and it'll be too outdated idea of migrating and you can also say
from which are the basically to stake and say for example now that we want to migrate to changes from
dev to QB then like you can say in such a way that it is easily understandable on which particular date
it is done and from which are basically this snapshot is taken and then you have this option that and
you can select all the companies that you want to basically take a snapshot of it.
The packages whether you want to take all the packages or some selected packages are in no packages
profiles objects and the other information all that information basically includes all your classes
competence pages triggers layouts workflows and all the other competence that basically did not fall
in this category.
So know let's say for example like we want to migrate the validation route if we want to deploy a validation
tool from mom dev to you environment and let that be the test validation.
Why did you just want an exemption.
So the death validation rule is actually a validation tool that this is deciding in the accounts object.
So what I'm gonna do is I'm going to select account and I'm gonna say OK and in the scenario as it is
only the validation tool that we are gonna deploy from one out to another.
I'm basically not selecting any of the others but in others in areas like again select multiple other
options estimate so go click on Okay create
know that as we can see the assets and actually to successfully create it and what all the companies
that we have in that as it's natural that does just this.
So as we can see here how does one do the icons object that view.
Added to that as a snapshot.
Okay what next.
So I know that we have taken a snapshot of the company that we want to migrate right the snapshot of
it gives you just a copy of the company.
So no like we got to connect to the target organization to which we wanted to apply the changes and
then push these assets from the sales organization to that target organization.
So for that we have an option to go for studio.
You have the option of Bush asset so go for the option push as assets and now like it tells you like
you did a two step process.
So first if he does log into their destination Salesforce are your guess would be we at all you want
to migrate say for example Q lay or staging a production which a lot of a destination are.
So once you give the log in credentials of their destination on what happens is snapshot automatically.
That is a step for taking the backup off on the complements that you want to basically migrate because
as we already discussed it is definitely a good practice for us to take a backup of all the metadata
before we do the changes so here let me log into the org to say that you are glad of a to destination.
And here we go to give that backup.
So let me say
metadata
backup and let me give a date and let me see you say for example the Q they are and then like a plus
you go to connect to the destination org.
Once you give the user name password off the destination are and this being a sandbox I have basically
said it's a sandbox account.
And many times it asks you for a security token ask me that's me know whenever we try to connect to
the desktop applications along with the password you also go up and the security token along with that.
So I have upended the password with the security Dalton and then I'm going to limit my snapshot
and here you can choose which are on the confidence that you want to basically take a backup it.
So I just like in the devil organization the snapshot that's a snapshot that we created is just four
icons.
It is by default showing only accounts but it doesn't restrict this from taking a backup of the other
companies you can very much to see that competence estimate.
So click on OK and then go forward next
so now what has happened is automatically like know the metadata backup off of those confidence which
we are going to basically abate in Kuwait.
All those components are taken in backup.
So it's natural.
This is such a wonderful tool that it gives you a step foot automatically taking the metadata back up
it is not a separate process.
It is as part of the process of the deployment.
Then it tells you it gives you an option that you can take the metadata backup and know that you have
taken the major data backup from the target organization.
So the final step is for us to push the assets from left to Kuwait.
So here it is objects but it is not the whole object that we are going to deploy.
It is only the violation rule that we are going to deploy.
So go for validation rules.
Go for the selected validation to so these are all the validation tools that are and icons.
So let me select the validation tool data that this validation built which we are going to deploy so
now I have selected the validation tool of the icons object.
Go ahead click on Next and step for is for us to review and push this it's from the source or the destination.
So let me say push OK.
It is in progress
perfect.
So the deployment is done.
Have annoyed us.
Then the reporter changes account object was changed and the validation tally was changed so we are
successfully done with deployment.
So this is the process of deploying metadata from one art to honor that are using snapshot the first
link we go to make a set snapshot in the sales organization and we got to push the assets from this
source off to the destination.
Ah so then you basically try to push the assets from one arc to the target are basically snapshot has
got a step then you can take a metadata backup of all the competencies that you are basically going
to be in the destination arm fully comes as a part of the deployment process.
So that is something that's good about this to like I already mentioned earlier judges are doing the
deployment on many data backup is not the whole purpose of snapshots National has got that different
good features Asman You can check the use of guy that I've uploaded to Florida for just so knowing about
the various other options that we have using Snapchat.
So this is how you do a metadata backup and you do metadata deployment using snapshot.