2

We have developed the managed app and we are ready to move to any other org. Since we are using some custom settings and it has some pre-defined data. So how can we deploy the data into installed org?

2

You can use following two approaches to populate data in your custom settings

  1. Post Install Script : You can create a post install script to populate data once your package is installed. You can create a utility class which will populate all data for you and execute this class from Post Install Script

Ref : https://help.salesforce.com/apex/HTViewHelpDoc?id=apex_post_install_script_intro.htm&language=en

  1. Configure Page : You can display a configure page as your default Home after installation. User can simply click a button and it will either execute a class or fetch a static resource which has data in XML/JSON format and creates it for you.

Update - Code for Static resource approach

    public String textToParse;
    PageReference pr = new PageReference('/resource/Records_Values'); // This is a static resource name
    Blob content;

    //Constructor
    Public ResourceParse(){
         content = pr.getContent();
         parseXML();

    }

    // The main method to parse the XML file and insert valid mappings.
    public PageReference parseXML() {
        if(content!=null)   
            textToParse = content.toString();

        if (textToParse == null) {
            return null;
        } else {
            parse(textToParse);
            insertRecords();
        }
        return null;
    }

    Public Void insertRecords(){

        //Insert your records here
    }

Execute above class either from Post Install Script or a button on a config page. It will get the data from Static Resource and will create records as per your logic.

| improve this answer | |
  • A while ago a colleague combined 1 with the static resource part of 2 and had the problem that it seemed like the new version of the static resource was not available in the post install handler. Do you have any experience of that? – Keith C Dec 9 '15 at 9:00
  • I have implemented the approach 2 with static resource and approach 1 with utility class. However I will try to implement this if I get some time. – Salesforcesmarty Dec 9 '15 at 9:07
  • @Salesforcesmarty Can you please provide me some more information on this? – Iqbal Dec 9 '15 at 12:16

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