Pull a version

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Pulling retrieves versions of customized records from the parent instance and adds them on the development instance. Pulling doesn’t retrieve any versions for changes made by system upgrades.

    Before you begin

    Role required: developer

    About this task

    The first time you pull from a parent instance, the pull retrieves all versions for changes made by developers. Additional pulls retrieve the newest version.

    Each pull is recorded in the Push or Pull [sys_sync_history] table on the development instance. Historical versions are saved with a state of History.

    Procedure

    1. Navigate to All > Team Development > Team Dashboard.
    2. In the control panel, select Pull.
    3. On the completion page, select Show Results.
      The Push and Pull Versions related list for the Push or Pull form shows the customized records for which versions were retrieved. If any pull exceptions exist, they’re displayed.
    4. Resolve any collisions, see Resolving collisions.
      Pulling ignores versions when certain conditions occur. See Pull exceptions for a list of exceptions.