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FlexDeploy offers several options to rollbacksrollback, each providing flexibility depending on the rollback needs. After each Deploy execution, FlexDeploy provides an option to initiate a rollback, allowing users to revert changes made during the deployment.

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When to Use This Option: When you need to revert to a previous state for all files or a specific files within a package, you can use Project Version Source Type for rollback. This option is ideal if you want to restore the package or individual files to a prior state quickly and efficiently.

a. Navigate to the Package Execution and identify the previous version.

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b. Click on the Rollback button in the latest deploy execution row - Select Project Version Source Type and previous version as Rollback Value.

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a. Click on the Rollback - Select SCM Revision Source Type and choose the correct File Revision as Rollback Value.

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FlexDeploy takes backup of the metadata from the target org before deployment and stores these backups in a designated Backups Repository on the FlexDeploy server. FlexDeploy's Backup Repository needs to be configured in order to use this option.

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4. Delete (Rollback Option for Deleting Files)

The rollback process also allows you to remove/deletion of delete files that were newly deployed or mistakenly deployed to the target org. This option is useful when you need to undo changes by deleting specific files or components from the target org.

If you wants want to delete files from the target Salesforce Org as a part of a rollback, follow these steps:

a. Click on the Rollback - Select the Delete option, use . Use the toggle button to select the specific files that you want to delete.

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b. Click Submit to initiate the rollback process.

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Rollback for Data Files (Data Deployment)

FlexDeploy also supports rollback for Data Files (e.g., .csv files) containing Salesforce object records. After a data deployment, FlexDeploy allows users to revert records or data changes if necessary.

Currently, FlexDeploy only supports rollback for data files using Project Version with the following limitations:

When to Use: If data (such as Salesforce Object records) have been inserted or modified (updated or upserted), and you need to revert the data back to a previous state, you can use the rollback option to restore the earlier version of the data.

Example Scenario:

  1. When you initially insert data, FlexDeploy will deploy that data in the target org.

  2. If you later perform updates or upserts on those same records (for example, modifying the records), and then you want to revert to the original state, you can use the rollback option.

  3. The rollback will restore the data to its prior state, undoing the updates or changes made to the records since the last insert.

a. Click on the Rollback - Select Project Version Source Type and previous version as Rollback Value.

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b. Click Submit to initiate the rollback process.

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Additional Notes for Rollback

1. Skip: If you want to perform a rollback for specific files (and not all files in the deployment package), FlexDeploy allows you to Skip any files that do not need to be rolled back, even if they are listed in the package. This ensures that only the files you select will be reverted, while others will remain unchanged.

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2. Notes: Before submitting a rollback request, you must provide Notes. This field is mandatory for all rollback requests, and it is available for all workflow request types. The note can be reviewed later in the project execution history or in reports.

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Rollback capabilities in FlexDeploy for Salesforce development offer flexibility, precision, and confidence in deployment management. Whether you are reverting a full deployment or rolling back specific components, FlexDeploy’s versioned artifacts, file revisions, and backups repository provide the tools necessary to ensure system stability and minimize downtime. By integrating rollback strategies into your deployment workflow, you can ensure smoother, more reliable Salesforce development and maintenance.

For more general details on FlexDeploy’s rollback capabilities, see Rolling Back a Deployment.