25

You have 2 options provided by Salesforce: 1: Salesforce Import Wizard: The easiest option built into your Salesforce.com application. To open it go to Your Name | Setup | Data Management. It works with any Salesforce edition and in many cases is enough to get your data imported. 2: Force.com Data Loader: Data Loader is another tool provided by Salesforce. ...


19

On the third party front, there are various free and paid solutions: JitterBit - http://www.jitterbit.com/salesforce/index.php. Powerful data loader with scheduling ability. Definitely worth reviewing. Simple functionality is free. More advanced features require a license Informatica - Popular, but expensive and not particularly functional Excel Connector - ...


16

adding password manually after retrieve and before deploy worked : <?xml version="1.0" encoding="UTF-8"?> <NamedCredential xmlns="http://soap.sforce.com/2006/04/metadata"> <endpoint>https://prodbox-dev.herokuapp.com/v1</endpoint> <label>prodbox_heroku</label> <principalType>NamedUser</principalType>...


10

You also might check out talend: http://www.talend.com/index.php Open Source data migration tool


10

Some principles/tips Do not allow for new development in the old org during the migration unless critically needed. Establish a policy for communicating changes in the old org. Before the migration - Make sure that the minimum test coverage is reached for every single Apex class and there are no @SeeAllData annotations (this could be a separate project). ...


9

Having unmanaged package installation approach in production you can't Uninstall the package if it is being referenced by component which is not part of that package You can not upgrade unmanaged packages. You will have to uninstall the previous one. You cannot overwrite a component which has same API name in production but not part of the package and ...


8

EmailTemplate does not support the wildcard operator; you will have to individually name each template. See the docs at http://www.salesforce.com/us/developer/docs/daas/Content/daas_package.htm for constructing a project manifest for a complete list of which objects do and do not support wildcards.


8

Finally got the right way!, same certificates can be installed across sandboxes with the the below steps: On the source sandbox Security Controls -> Certificate and Key Management Click on Export to Keystore Provide a Keystore password Click on export A file Java Keystore format with extension .jks (e.g. 00D180000001XWw.jks) will get downloaded to local ...


8

There is no equivalent of globalId and localId in LWC. If you want to uniquely identify an element your component render, you can add a data attribute. Live example <template> <button data-id="red-pill" onclick={handleClick}>Red pill</button> <button data-id="blue-pill" onclick={handleClick}>Blue pill</button> </templat&...


7

This is possible, provided your package.xml is configured correctly. From the directions at http://boards.developerforce.com/t5/AppExchange-Directory-Packaging/Reading-complete-profiles-using-the-Metadata-API-or-sf-retrieve/td-p/213903 Using Field Trip as an example, in my package.xml: <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://...


7

I've never seen it make a difference. There are a lot of dependencies, anyway, Visualforce w/ Apex, Apex w/ Custom Objects, etc. Just as long as those dependencies are referenced in the package.


7

Have you taken a look at File Exporter? Here is a blog post explaining usage of it: File Exporter In addition, here is another way to retrieve the attachments without a third party tool. Moving Attachments


7

For objects with self-reference (aka "Hierarchy") fields, the best method is to load in two steps: Load all records but leaving out the ParentId field (remove it from Talend schema). Update all records to set ParentId values (map only Id or Ext-Id, and the ParentId). For 2 objects with cyclical references, the approach is similar: Load all records of ...


7

According to the ConnectedApp Metadata API documentation, each connected app must have a unique consumerKey value. One way to deploy your connected app is to remove the consumerKey from the .connectedApp xml file. When this component deploys in the new org, a new consumerKey will be automatically generated. Another option is to create the connected app in ...


7

They are ordinary CustomObject entries, just as if you were migrating fields from Account or MyCustomObject__c. <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>CustomSetting1__c</members> <members>CustomSetting2__c</members> ...


7

I have found the LWC docs to offload some of this to the MDN docs, so bringing this one layer higher (in the actual LWC docs would be nice) would have made it easier for us. In scenarios where there are two components of the same type on your template, the equivalent to aura:id is to use a data-id tag and select it like this: this.template.querySelector('[...


6

You can use the Data Loader to upload attachments to Salesforce. Before uploading attachments, note the following: If you intend to upload via the Bulk API, verify that Upload Bulk API Batch as Zip File on the Settings | Settings page is enabled. If you are migrating attachments from a source Salesforce organization to a target Salesforce organization, ...


6

yes, history cannot be created since AccountHistory, CaseHistory and ContactHistory doest't support create() operation. See the following docs for more information. Account History SOAP API Contact History SOAP API Case History SOAP API Your best bet will to create a custom object and store history information in it.


6

Salesforce has a limit to the size of the attachments you can upload into Salesforce (assuming they are 'Attachments' and not Chatter Files). The limit for attachments was recently increased from 5MB to 25MB. For Salesforce Files, it is 2GB. See the below article. https://help.salesforce.com/apex/HTViewHelpDoc?id=collab_files_size_limits.htm&language=...


6

You can not do it as of now. The developer guide clearly mentions it. Migrate Interfaces Implementing an Aura interface enables you to receive context data or to surface your custom component in different contexts, such as in the Lightning App Builder or Community Builder. To receive context data in a Lightning web component, import the ...


5

I'm the product manager at salesforce.com responsible for profiles and permission sets. Any issues that come up are definitely a concern for my team and me to solve. John Brock (one of our QE) and I just walked through both a MdAPI deploy using workbench (http://workbench.developerforce.com) as well as a change set deployment. I was able to deploy both ...


5

This is absolutely possible. What is not possible is to retrieve or deploy managed components like a managed permission set. These components are considered protected and immutable. However, by retrieving the managed CustomObject member metadata along with your own custom profile/permission set metadata, as in @Mike Chale's example, you will have access to ...


5

There are some very good resources out there on data migration in Salesforce. I recommend looking at the Data Migration Consultant Resource Center pages to get you going on planning a process/strategy. They have detailed information on Project Phases, Best Practices, Data Quality, Tools, and even some specific documentation on extracting from some common ...


5

See image for the link to download the CSV. GRRRRRRRRRRRRR not letting me post without 30 characters SFSE :X


5

Use Force.com IDE/Eclipse. You can search there for any sentence in project


5

An ID is comprised of four parts: AAA BBB CCCCCCCCC DDD | | | | | | | \----- Case Insensitive Modifier (optional) | | \--------------- Auto-Number Base62 (server-unique) | \------------------- Origin Server (1=na1, etc) \----------------------- Entity Key (001=Account, etc) Of all this metadata, there's nothing significant ...


5

Manually moving is not scalable and there will be additional challenges like everytime your external developer org needs to sync the changes you do to your sandbox organisation . The scalable and long term solution would be to set up a continuous Integration Process (CI) along with git worlflow to manage the Code merging . There are lot of open source ...


5

Its definitely possible using Forc.com migration tool or changset . The changeset components will consists of the sharing rule both criteria and ownership based for custom and standard objects .Looks for them in the changeset. If you want to move via Force.com IDE or ANT migration tool you can use package.xml <?xml version="1.0" encoding="UTF-8"?> &...


4

Sense Check. If I have understood correctly you have reached a point where all your metadata and code for your solution is in SVN, nice! Then I assume you have developers deploying from that into orgs to perform development. Such as adding custom fields to Account and then downloading the Account.object file to commit back into SVN. Here you are finding ...


4

I would recommend using the Force.com migration tool. The best method I have found for retrieving metadata is not to manually construct a package.xml file, but to create an unmanaged package in your developer environment and then add all your componenets to this package. You can then retrieve the entire set of components simply by referencing the package ...


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