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Deployment Templates

Overview 

Deployment templates are JSON-formatted files that contain the deployment plan and data set information Release needs to recreate the deployment plans and data sets. Here are a few example uses of deployment templates:

  • Backup
  • Transfer to another control org
  • Offsite storage
  • Shared repository

A deployment template file consists of:

  • A data set element for the root deployment object, containing settings for the entire data set
  • Relationships between data set elements
  • A data set element for each non-root deployment object in the data set

If you are creating your own templates, here’s the export/import flow:

  1. In the data set editor or the deployment plan details page, create a template file.
  2. Download the file to your local computer.
  3. In another control org, import the downloaded file to recreate the data set or deployment plan with data sets in that control org.

Prodly provides pre-built deployment templates for several low-code Salesforce apps (for example, Salesforce CPQ).

To use one: 

  1. Follow the setup instructions in the low-code app support help that pertains to your use case.
  2. Download the deployment template that matches your version of your low-code app from the Templates tab in the Prodly User Community.
  3. From the Admin tab under Import from Template, click Import.
  4. Navigate to the template file on your local computer and load it.

Release imports the deployment plan and data sets from the template, making them accessible in Deploy and Seed Sandbox.

The Deployment Templates Page 

To access this page, click the Templates tab.

 The page displays pertinent information for each deployment template:

  • Template ID – Specifies a system-generated name for the template.