Custom Settings Deployment

Updated 1 month ago by Copado Solutions

Custom Settings

The Custom Settings step allows you to deploy the data held in custom settings' objects. Ids such as that of users, profiles and the organization Id for hierarchy custom settings are also mapped in the destination environment.

To create a new custom setting follow the steps below:

  1. Click on the Refresh Cache link to load the list of custom settings.
  2. Select a custom setting from the dropdown.
  3. Click on Get Custom Settings Values (the values are retrieved and listed in the multi-select picklist field).
  4. Select the values to deploy.
  5. Save the step.

If the custom settings reference values that are specific to an environment, Copado can automatically change the values of the source environment for the corresponding values of the destination environment. This is done with the Environment Variables feature.

E.g. Environment Variable:

Source Org: AdminUser = "admin.user.dev@company.com"

Destination Org: AdminUser = "admin.user.test@company.com" 

In the custom setting fields, any occurrences of "admin.user.dev@company.com" will be replaced with the value of the destination org: "admin.user.test@company.com".


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