What are Bundles?

Deployment Bundles are a way to package metadata and data. The metadata and data are stored and saved as they were when the Bundle was created, so you can deploy the same Bundle across multiple environments without reselecting or deploying unplanned changes.

With Bundles, the need to manually run comparisons during the Deploy process is eliminated. Users are able to compare and save data/metadata bundles, selecting them in a manner similar to selecting a data set. Saved Bundles can be readily accessed for future deployments through the deploy tab, once they are saved in the compare tab. This streamlined approach eliminates repetitive work, reduces deployment time, and ensures that only planned changes are deployed.

<aside> <img src="/icons/warning_red.svg" alt="/icons/warning_red.svg" width="40px" />

To include data in your bundles, you’ll need to toggle on our Next Generation Data Processing from the Settings page.

</aside>

As always, we welcome your feedback and questions. Please feel free to get in touch with your Account Manager at Prodly to discuss further.

How to Create Bundles

To create a bundle:

  1. Click the Comparisons tab.
  2. Click New Comparison.
  3. Select the Metadata Filter and/or your Data Set to compare.
  4. Click Compare.

You’ll be redirected to the Comparisons page and the comparison will begin running in the background. When it’s complete:

  1. Open it up from the table to view the differences in metadata and data between the two environments.
  2. Start making selections of your components plus subcomponents and review the data records.
  3. If you’re happy with your selections, click Save as Bundle. Or, to rerun the comparison, click Compare Again.
  4. Enter a Name for the Bundle.
  5. Optionally, add a Description.
  6. Optionally add the Bundle to an existing Release or create a new one. Refer to Releases for more information.
  7. Select a Validation Tests Option from the drop-down list.
  8. Optionally, attach Work Items from your connected Work Management Integration. Refer to Integrations for more information and set up.