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Deploy Metadata and Data to a Target Org

Move your metadata changes and configuration data from your current org to a target org. 

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To deploy metadata and configuration data: Customize Application

From DX Inspector, go to the Change Management tab.

Select Metadata to Deploy

  1. On the Metadata tab, select the metadata files to deploy.
  2. (Optional) To view relationships for a selected metadata component, click the down arrow Down arrow icon icon, then select View Dependencies....
    A window displays the metadata relationships in a hierarchical tree.
  3. (Optional) Select related metadata to include in the deployment.

Select Data Records to Migrate

  1. On the Data tab, find the data object that you want to migrate.
  2. In the data object row, click the down arrow (Down arrow icon ) icon, and then select Select Associated Records....
  3. To configure the selected object, complete these steps:
    1. Select a unique External ID to map records and prevent duplicates.
    2. (Optional) To include only specific fields, click Edit Fields. By default, the required fields are selected.
    3. (Optional) To migrate a subset of records, click Add Filters and define your filter criteria.
    Define external ID, filters, and fields for data deployment
  4. Click Select Related Objects.
    Related parent and child objects are listed. Parent objects are selected by default.
  5. On the Child Objects tab, select a unique External ID to map records and prevent duplicates.
    Child objects tab for the Price Book standard object.
  6. Select the records to migrate, then click Review Configuration.
  7. (Optional) In the data object row, click the down arrow ( Down arrow icon) icon to download or remove the records.
  8. Review the list of filtered records and click Add.

Deploy Metadata and Data

  1. On the Change Management tab, click Deploy Options....
  2. In the Deploy Changes window, select the target org.
    Deploy changes to a target org
  3. (Optional) If your target org isn’t listed, connect to a new org and authenticate.
  4. Select one of these options:
    • If you’ve added all dependencies and are ready to proceed, click Next.
    • To view metadata relationships or add more dependencies, click Check Dependencies.
  5. Review the deployment summary and click Deploy.