Create a Deployment Plan

Deployment plans consists of deployment plan steps, which in turn consist of deployment plan items, giving you maximum flexibility and fine-grained control of your deployments.

To create a deployment plan:

  1. From the Deployment Plans page, click New.
  2. Create a deployment plan record:
    1. Enter a unique, meaningful Deployment Plan Name.​
    2. Optionally, enter a Description.
    3. Optionally, select a Folder to assign the deployment plan to a folder to better organize your Prodly object data.
    4. Click Save.
    5. Notice the deployment plan details page that appears has sections for Deployment Plan StepsDeployment Plan ItemsEvent Controls, and Invocations.
  3. Create a deployment plan step record:
    1. From the deployment plan details page, at the right edge of the Deployment Plan Steps section header, click New.
    2. Notice Deployment Plan autofills with the associated plan name.
    3. Optionally, enter a Description.
    4. Leave Order Number blank to default to the next step number. You can go back later and edit the order if necessary.
    5. Optionally, select options to:
      • Stop After A Batch Failure – When selected, deployment terminates when a batch fails to deploy.
      • Stop After A Record Failure – When selected, deployment terminates when a record fails to deploy.
    6. Click Save.
  4. Repeat the previous numbered step for each deployment plan step in your deployment plan.
  5. Create a deployment plan item record:
    1. From the deployment plan details page, click the Deployment Plan Step Name you desire to add an item to.
    2. At the right side of the page, in the Deployment Plan Items section header, click the dropdown arrow and select New.
    3. Notice Deployment Plan Step autofills with the associated step name.
    4. Select a Data Set.
    5. Click Save.
  6. Repeat the previous numbered step for each data set you desire to deploy.

Refer to Governor Limits for deployment plan limit information.