Customize a Data Set

Understand Data Sets

Overview 

A data set is a reusable set of instructions that identify which Salesforce object data to copy from a source org to a destination org. Because of the recursive nature of relational objects, what you conceptually think of as a data set is actually much more complex. Each data set is actually a chain of data set elements and their relationships that AppOps Release traverses during deployment.

A data set consists of:

  • A root data set element, consisting of:
    • A data set name
    • An optional description
    • All items in the data set element list
  • A data set element for each object to deploy, each consisting of:
    • A deployment object
    • Element details
    • Object fields
    • Field properties
  • Data set relationships

During data set creation in the data set editor, you create an initial data set element by selecting a Salesforce object as the starting point for the data set. You then select attributes, fields within that object, and relationships to child and/or parent objects. For each relationship you select, AppOps Release creates a separate data set element for each child or parent Salesforce object you select. Thus, a data set contains individual data set elements for each Salesforce object in the deployment.

The data set editor is the interface through which you create, edit, and manage your data sets. The editor allows you to select Salesforce objects, creating data set elements and relationships which connect Salesforce objects from the schema you select during data set creation. You create data set elements and relationships by picking objects from the Parent Relationships and Child Relationships tabs in the data set editor’s Tabs view to create a chain of instructions telling AppOps Release which records to deploy and in which order. Deployment starts at the root element and traverses the chain.

Import a Data Set 

To import a data set or deployment plan with data sets from a deployment template file:

  1. From the Admin tab under Import from Template, click Import.
  2. Navigate to the template file on your local computer and load it.

AppOps Release creates:

  • A deployment plan record (when included) and adds it to the Deployment Plans page.
  • A data set element for each deployment object in the template file and adds the data set elements to the Data Sets page.

AppOps Release does not create a template record or store the JSON template file in the import org because there is no need to do so. But if you desire, you can create a new deployment template with the data you just imported.

Build a New Data Set 

Data sets are instructions that tell AppOps Release what to deploy. Each data set contains a data set element for each object you desire to deploy. Each data set element describes which related records from its object to copy during deployment. Create and store as many data sets in your control org as you desire for all your data transfer needs.

To build a new data set:

  1. From the Data Sets Home page, click New.
  2. In the Data Set Element Name box, enter a name that doubles as both the name of the data set and the name of the root element of your data set.

Prodly recommends beginning your names with a differentiating prefix (for example, SBQQ_ or FSL_) for easier identification later.

  1. The data set editor needs to know which schema to use when you select objects and fields for deployment. By default, AppOps Release uses the schema from your control org. To select the schema from a different org:
    1. In the right side of the header, click the Data Set Controls (gear) icon and select Schema Settings.
    2. In the Schema Org list, select one of the existing connections to tell AppOps Release which org contains the schema to use during data set creation.
    3. Click OK.
    4. Click Save.
  2. In the Deployment Object list, select an object from the list of the Salesforce standard and custom objects to use as your root element. The object, its fields, and all objects with relationships to the object become eligible for inclusion in the data set.
  3. In the Record Matching Method list, select your desired record matching method. Refer to Expanded Upsert Capabilities for more information.
  4. Select the desired properties for the entire data set and the root data set element that pertain to your use case. Tell Me More
  5. Click the Object Fields tab.
  6. Select Copy All Fields or the specific fields to deploy.
  7. Select the field properties that pertain to your use case. Tell Me More
  8. Repeat these steps for each object you desire to include in your data set:
    1. Select the checkboxes for the related child and parent relationships you desire to include in the deployment. Each object name highlights in the list and AppOps Release creates a separate data set element for each checkbox you select.
    2. Click a highlighted link to access the Element Details tab of the related data set element, drilling into the objects to navigate the chain of data set elements.
    3. Select the data set element properties that pertain to your use case. Tell Me More
    4. Click the Object Fields tab.
    5. Select Copy All Fields or the specific fields to deploy.
    6. Select the field properties that pertain to your use case. Tell Me More
  9. Click Save.

Edit a Data Set 

To edit a data set:

  1. From the Data Sets Home page, click the Data Set Name or at the right end of the row containing the data set you desire to delete, click the dropdown arrow and select Edit.
  2. Make your adjustments.

Refer to the Tabs View topic for a full description of all data set editing features.

  1. Click Save.

Delete a Data Set 

Using Delete buttons and links throughout the Data Sets tab for any data set element deletes the entire chain of elements in the data set. Use the checkboxes on the Parent Relationships and Child Relationships tabs for finer control of data set element deletion.

To delete a data set, its data set elements, and its parent and child relationships, either:

  1. From the Data Sets Home page, at the right end of the row containing the data set you desire to delete, click the dropdown arrow and select Delete.

Be certain! This action has no confirmation warning message and has no undo.

Or:

  1. From the Data Set Editor, in the right side of the header, click the dropdown arrow and select Delete.

Either way, AppOps Release deletes the data set, including all its data set elements and relationships.

Deploy a Data Set 

Org-to-org deployment copies a subset of metadata (selected at deploy time) and/or data records (defined by one or more data sets) from a source org to a destination org. You initiate deployment from either the Guided Deployment page or the Seed Sandbox page.

You can also simulate a deployment from the data set editor.

Simulate a Data Set Deployment 

The simulate feature shows you which records would be deployed if actually deploying the data set. Because no destination org is involved, the simulation results do not show potential deployment errors or which record handling operation (insert, update, upsert) would be used for each record.

To simulate a data set deployment from the data set editor:

  1. From the Data Set Editor, click Simulate.
  2. From the Source Salesforce Organization list, select the connection to your source org data.
  3. Click Simulate.
  4. Monitor the progress of the simulation in real time on the Simulation Results tracking page of the Deployment Results tab that appears.
  5. Monitor the simulation activity in real time on the Simulation Activity tracking page.
  6. On the Simulation Results page, click View Results in the Simulation Batch Results and Simulation Data Sets Results sections to see the details of the deployment simulation.

Clone a Data Set 

To clone a data set, including all its data set elements and relationships:

  1. From the Data Set Editor, in the right side of the header, click the dropdown arrow and select Clone.

AppOps Release duplicates the data set, including all its data set elements and relationships, and appends ” – CLONED” to the name of the new data set. 

Assign a Data Set to a Folder 

Assign connections, data sets, and deployment plans to folders to better organize your Prodly object data. You may assign each item to only one folder at a time.

To assign, unassign, or reassign a data set to a folder:

  1. From the Data Set Editor, in the right side of the header, click the Data Set Controls icon and select Folder.
  2. In the Folder Name box, select to assign, deselect to unassign, or deselect then select to reassign a folder.​
  3. Click Save.

Access Data Set Elements Directly 

Rarely do you need to access a non-root data set element directly. So, the Data Sets Home tab filters the non-root data set elements out of the list view. The default Recently Viewed and All list views on the Data Sets tab lists all root and non-root data set elements. 

To access the non-root data sets directly:

  1. Click the Data Sets tab.