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Create, Delete, or Edit a Deployment Template

Create a Deployment Template

Although New is available in the standard Salesforce header of the Deployment Templates page, simply ignore it. Instead, refer to:

To create a deployment template record:

From the Data Set:

  1. Select the down arrow in the top right corner to select ‘Create Template’
  2. Navigate to ‘Templates’ to find and utilize the Deployment Templates.

From the Deployment Plan:

  1. Select ‘Create Template’ in the top right corner.
  2. Navigate to ‘Templates’ to find and utilize the Deployment Templates.

Delete a Deployment Template

This action deletes only the deployment template and template entry records. Use the Files tab to delete the associated JSON template file.

To delete an existing deployment template record:

  1. From the Deployment Templates page, at the right end of the row containing the deployment template you desire to delete, click the dropdown arrow and select Delete.
  2. Click Delete to delete the deployment template and template entry records.

Edit a Deployment Template

This action edits only the template record. The contents of a deployment template file are not editable from within Release. Instead, create a new deployment template file.

To edit an existing deployment template record:

  1. From the Deployment Templates page, at the right end of the row containing the deployment template you desire to edit, click the dropdown arrow and select Edit.
  2. Make your adjustments.
  3. Click Save.