Salesforce Hacks # 3 : How to use Workbench Metadata for Deployments
- caleksiev
- Feb 21, 2023
- 2 min read
Updated: Sep 20, 2023
This one I learned just recently thanks to my friend ( and onboarding buddy for life ) Mariyan Topalov. It gives us a way to use Workbench for deployments from one org to another, which you may find very useful.
So, let's begin!
Download and install this chrome extension, called Force.com Migration Tool Package Creator, link
Log into Workbench with the credentials for the org that we are going to retrieve data from. In my example this is my Dev environment
Once you are logged in, click
Info
Metadata Types & Components
Choose the desired Metadata / Component in the Search field and mark the checkbox next to it, so that you can see it in your XML file on the left ( this is the magic from the extension we downloaded in step 1 )
HINT: list of metadata types
After choosing a custom field for example
Click Download XML under Package XML on the left
Open the XML file with Notepad or Notepad++ and edit the version to be the same number as it is in your workbench
Than, click
Migrate
Retrieve
Upload your XML file ( these are the things that we want to first retrieve, than deploy ) and check Single Package
Next and Retrieve. Wait for the retrieval to finish and check your status message
Download the ZIP file and logout from Workbench. Log in again, but this time use the credentials for the target org.
Go to
Migration
Deploy
Upload your ZIP file ( from previous step )
Check these checkboxes Check Only
Rollback On Error
Single Package
Next and Deploy. Don't worry, because we are only checking if everything goes as planned.
If no errors are found, we are good to go, to do this last step once again, but this time, check only these checkboxes AND NEVER EVER EVER EVER EVER forget them!!!!
DONE! You can now go to your target org and check your changes. If you find any errors during check phase, expand the folder with errors, see what's in there, go back and make the changes needed!
Thank you, Mariyan, for the valuable lesson!
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