1.Find branch record by reference
Integrate Salesforce and CRM lookups to locate the Branch record that matches the triggering metadata reference and map the lookup.
Update release branch record on completed deployment status
Automatically monitor metadata log entry status changes to Completed across Salesforce and Zapier. Create and update when metadata log entries complete, deployments run successfully, or release flags map cleanlyβso you can update branch records, normalize hotfix flags, and stamp UAT timestamps without manual updates.
How this automation improves your branch release visibility
When deployment metadata status changes to Completed, delays can hide release progress for teams coordinating UAT and production. This automation finds the matching branch in Salesforce, filters qualifying deployments and maps hotfix flags, then updates the branch with release booleans and UAT timestampsβso your team can see status immediately.
Salesforceor swap with your favorite app
2.Filter for successful deployment runs
Integrate Zapier and workflow routing rules to continue only when process type indicates a deployment and the run is successful and not errored.
Email by Zapieror swap with your favorite app
3.Lookup transform to set hotfix flag
Integrate Formatter by Zapier and lookup tables to convert the release indicator into the boolean hotfix flag for the branch update.
Formatter by Zapieror swap with your favorite app
4.Update branch release and UAT fields
Integrate Salesforce and record update workflows to set production release, write the hotfix boolean, and stamp last UAT deployment datetime.
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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