Salesforce Deployment using Workbench

Salesforce Deployment using Workbench

In this post, we will talk about how to do Salesforce deployment using workbench. Salesforce Workbench is a web-based tool designed for Salesforce Admin and Developers which allows them to interact with Salesforce organization to insert, update, delete, search, export data, and Deploy metadata using Workbench.

Learn about a different way to use Salesforce Workbench. There are different ways to deploy component in Target org

  1. Change Set
  2. ANT Migration / Force.com Migration Tool
  3. Visual Studio Code using SalesforceDX.
  4. Workbench
  5. CI/CD Tool
  6. AppExchange Tools.

How to retrieve metadata from salesforce using workbench

Let’s see how we can retrieve the metadata component from Salesforce using workbench. Follow the below step-by-step process to retrieve components using the workbench:

  • Create a package.XML file with the component which you want to retrieve. You can use below package.xml for demo.
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Requirement__c</members>
        <name>CustomObject</name>
    </types>
    <version>56.0</version>
</Package>
  • Go to the Workbench site and log in with your source org username and password.
  • Then click on the Migration tab.
  • After that select the Retrieve option like below screen
Workbench Retrieve
Workbench Retrieve
  • In the Unpackaged Manifest, section clicks the ‘Browse’ button, then select the package XML file created in step 1 to retrieve the component attributes. 
  • Click the Next Button.
  • Click the Retrieve button.
  • Click Download Zip File remember the location for any future deployment

Deploy metadata using workbench

  • Create a folder with the package.XML file in the root and a sub-level folder with the component name and components. Then Zip the folder.
  • Visit the Workbench site and login with your target salesforce org username and password.
  • Then click on the Migration tab.
  • Select the Deploy section.
Deploy metadata using workbench
  • Click the Choose file option. Then check the following if applicable to your scenario:
    • Auto Update Package
    • Check Only
    • Ignore Warnings
    • Perform Retrieve
    • Purge On Delete
    • Rollback On Error
    • Single Package
  • Confirm all of the options for deployment. Then click on the Deploy button when ready.
  • Wait for the process to become completed. Then confirm the results deploy successfully, if not check the file for any errors.

Summary

I hope this post helped you to understand the Salesforce Deployment using Workbench and How to retrieve metadata from salesforce using workbench.

Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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