Can Serpent deploy data together with metadata?

Yes. Metadata and data move in the same release flow, and Migrate Data is an action in the visual automation flow builder.

Does Serpent back up and restore Salesforce data?

Yes. Backups capture a known-good state, and restore recovers supported org metadata and records. Rollback still reverses a release.

Is data deployment included in the free plan?

Yes. Deploy data is on every plan, including the free Essentials plan. Backup and restore starts on the Scale plan.

Data migration, masking and sandbox seeding

Salesforce Data Deployment

Serpent moves Salesforce data between orgs, masks personal fields and seeds sandboxes in the same flow as your metadata.

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Salesforce data migration and masking, built into your release flow

Migration progress bar at 100 percent with one object migrated, above the migration job showing its source and destination org

Migrate Salesforce data between orgs

Choose a source and destination org, switch on PII masking if you need it, and run the migration from the Data Management tab. Metadata and data move in the same release flow.

Migrated Objects table with All, Success, Failed and Skipped filters and a success count per object

Review every migration run

The Migration Details page shows the execution timeline, and the Migrated Objects table filters by success and failed status.

Masking, seeding and backup

Sandbox seeding and data backup without scripts

Keep every environment populated and recoverable from one platform.

PII masking

Obfuscate common personal fields during preview and migration, keeping production-shaped data usable in lower environments.

Sandbox seeding

Serpent seeds as part of environment setup and release pipelines, so refreshed sandboxes and scratch orgs come back populated.

Dependency checks

Built-in dependency checks reduce migration surprises, so runs finish cleanly more often.

Backup and restore

Capture a known-good state and recover supported org metadata and records, with a Restore History for the project.

Deploy data with your release

Data and metadata, one pipeline

Migrate Data is an action in the visual automation flow builder, so data moves when your release does.

Migrate Data in automation flows

Read the automation flow guide

Add Migrate Data beside Deploy, Create Release and Execute Apex on the visual canvas, with no code.

Data migration and masking guide

Read the migration guide

Choose the orgs, mask sensitive values and run the migration, with screenshots.

Scheduled backups

Read the scheduled jobs guide

Schedule recurring backups, or a one-time deployment, from the Scheduled Jobs screen.

Backup and restore guide

Read the backup guide

Backups complement rollback: rollback reverses a release, and backups protect against broader data loss.

Common questions

Salesforce data migration, answered

How Serpent handles data deployment, masking and sandbox seeding.

How do I migrate data between Salesforce orgs with Serpent?

Open Migrate Data in the Data Management tab, pick a source and destination org, and start the migration. Progress and results appear on the Migration Details page.

How do I mask PII when copying data to a sandbox?

Turn on PII masking before you run the migration, and Serpent obfuscates common personal fields during preview and migration. That keeps production-shaped data usable in lower environments while you meet GDPR and similar rules.

What is sandbox seeding?

Sandbox seeding loads sample or masked data into a sandbox or scratch org so testing reflects real conditions. Serpent runs it as part of environment setup and release pipelines.

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Salesforce MVPs, Trainers, ISV partners, community leaders, and consultancies who deliver on Salesforce alongside Serpent every day.

Official Serpent partner · CertifyCRM

"Serpent helps your team deploy faster without becoming DevOps specialists. Salesforce DevOps shouldn't feel like launching a rocket, and with Serpent, it doesn't."

5-step deployment walkthrough, step by step

Git handled behind the scenes, no CLI needed

Full audit trail, rollback, and AI-assisted retrieval

Read "Still gambling on Deployment Day?" →

Daryl Moon

Salesforce Trainer & Consultant, CertifyCRM

Official Serpent partner · ISV Forum

André van Kampen a seasoned Salesforce MVP, and founder of the ISV Forum, one of the most closely watched communities for AppExchange publishers who would like to share their (success) story, lessons learnt, or discuss challenges in a roundtable setting.

Highlighted flat-team pricing vs per-seat alternatives

Noted 1GP & 2GP package workflow support

Recommended for ISV teams managing multiple subscriber orgs

André van Kampen

Salesforce MVP, Founder of ISV Forum

Official Serpent partner · Code Zenith

Code Zenith officially partnered with Serpent to redefine how their consulting clients handle Salesforce deployments. APAC-based Salesforce consultancy focused on enterprise architecture and seamless DevOps experiences.

Faster, automated release cycles

Enhanced environment synchronization across orgs

Robust version control, reduced deployment risk