Deploying LeadConvertSettings with Gearset

Ellis Toms on September 12th 2017


Gearset makes deploying your Salesforce metadata ingeniously simple by giving you a visual comparison between your orgs before you deploy your changes. From Profiles, to Custom Objects, to LeadConvertSettings, Gearset can help speed up your deployments and automate those slow, manual tasks.

What are LeadConvertSettings?

The LeadConvertSettings metadata type represents an organization’s custom field mappings for lead conversion. For example, custom fields can be mapped from Leads to Accounts, Contacts, and Opportunities. You can read more about them in the Salesforce API documentation here.

Deploying LeadConvertSettings with Gearset

One of the common causes of deployment issues with Salesforce metadata is a lack of visibility into what’s different between your environments. For example, if you’ve been working your LeadConvertSettings mappings and you now want to deploy those from your developer org to your testing sandbox, it’s a good idea to review the changes before you release them to make sure you’re not overwriting someone else’s work.

With Gearset, getting this visibility into the state of yours orgs is really easy. Simply run a comparison between the two orgs to see the differences at a glance. With LeadConvertSettings, for example, you can search for your changes, view the differences between your orgs, and then deploy them out with a few clicks.

Compare and deploy your LeadConvertSettings

Once you’re done, you’ll receive an email notification of the successful deployment and then the result will be added to the deployment history for an easy audit trail.

Why not try us out?

With Gearset, you can say goodbye to the repetitive, time-consuming steps that can lead to deployment failure, and instead deploy your LeadConvertSettings simply, quickly and most importantly, successfully.

Sign up here for Gearset’s free 30 day trial today to see how much easier your release management could be.

Got feedback? Let us know

We love customer feedback so if you have any thoughts on how Gearset can make deploying your metadata even easier please feel free to chat with us through the in-app chat or leave a message for the team at [email protected]!

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