This window is used to select the source metadata you want to compare/deploy. The window will automatically populate with the metadata types found in your specific source environment.

Metadata Selection

When selecting metadata, you can either select the metadata type (top-level nodes) or expand the metadata type and select individual files. The application will attempt to download the selection from both the source and destination environment.

Advanced Search

Click this button to open the Advanced Search window. This window enables the user to find differences in metadata based on timestamps.

Exclude Managed Metadata

If checked, the application will not download any metadata files which are "managed". This is include managed packages distributed by third-party vendors.

Exclude Managed Metadata in Files

If checked, the application will remove references to managed metadata within files. For example, if you've installed a managed package which adds a field to the Account object, the application will remove this field from the Account.object file. This is useful when deploying metadata into a destination environment which does not have the managed package installed.

Load Package From Zip File

As an alternative to selecting metadata types, you can load the metadata from a package zip file. This zip should contain folders corresponding the metadata types and each folder should contain the metadata files to used by the Sync Metadata window. The zip file should also contain a package.xml file which defined the metadata type names and members (for an example package.xml file, please refer to the Salesforce documentation).