![]() ![]() Metadata files in the target org get created if they’re absent if present in the target, they are overwritten with source’s metadata files. In simplified terms, metadata deployment is copying your source org’s metadata file – called a retrieved package, and pasting it in your target org – is called the deployed package. By the end of this blog, whether you’re a salesforce admin or a developer or in DevOps role, you’d be in a position to push your Tableau CRM project from your source org to production or UAT sandbox, or to any other salesforce org. In this blog, I will talk about what metadata deployment is, mention some of the tools which use metadata API for deployment (tools like changesets, ANT, etc), Tableau CRM components which can be deployed, and also about managing the ones which cannot be deployed as of today (Spring 21). While TCRM in itself is a great tool, deploying TCRM components from one org to another may seem a bit tricky. ![]() ![]() It’s intuitive in nature, easy to learn, and empowers users to quickly spin up applications, dashboards using pre-built templates. Tableau CRM is a brilliant tool for data exploration and for AI-driven advanced analytics.
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