Skip to main content

Posts

DumpIT - Adding / Ignoring fields

Default settings for DumpIT, migrates data for all the creatable fields of an object. For example, if the build.properties file ONLY mentions account as: process.objects =Account This migrates all creatable fields for "Account" object. There ar scenarios where you want to migrate data for certain specific fields or ignore certain fields, to do so you can use these given properties in the build properties file. Ignoring field: To avoid migrating a certain set of fields, add the below-given property: Account.ignorefields =Industry,OwnerId This will migrate all the Account creatable fields except the ones mentioned in the above statement. Selective fields: To migrate data for only selective fields, add the below-given property: Account.fields = Name,BillingAddress,RecordTypeId In this scenario, only the fields mentioned in the above statement will be migrated, make sure you select all the required fields for that object.
Recent posts

Salesforce CPQ - Automatically add a Product to a Quote

Recently I have seen a question popping up on communities that how can we add a product dynamically to a quote (not within the bundle), based on a condition. I'll explain a few simple use cases below. These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6 Add a "Warranty" Product if "Macbook Pro" is added to the Quote. While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote. 1. Product Rule : Create a Product Rule of type Selection and scope equals Quote.  Type: Selection Active: checked Conditions Met: All Scope: Quote Evaluation Event: Always 2. Error Condition : Add an error condition to the Product Rule. This product rule will run if this error condition returns true. As per the use case, it should run if there is a product added to the Quote with a Product code as "MBPRO" Tested Obje

DumpIT - Migrate / Clone Salesforce Org - Data

How complicated can it be to clone data from one Salesforce Org to another? It can take from minutes to weeks depending on the number of objects and relationships between them. I am glad to share a tool I developed which may save you a lot of time. DumpIT comes as an executable jar file which helps to clone data from one Salesforce Org to another. Recently Salesforce released a feature to clone a Sandbox but it has its own limitations and cannot always be used. How to use DumpIT? Prerequisite - You must have Java installed and setup on your local machine. Try running "Java -v" command on your command prompt to make sure its all setup and working.  Step 1: Download the tool Download the tool from this link https://crossdoor.io/dumpit/ Create a folder on your local machine and place all the three downloaded items in that folder. You will see these three items: results folder: Success and Error files are placed on this folder on execution, for each object. You can

Exporting Files/Attachments from Salesforce

While working on a Salesforce migration project where I was asked to export a set of attachments from one Salesforce Org to another, I developed this tool. The customer had millions of attachments in their source Org and only a few thousands had to be migrated. What are the existing options in the market? Few of the existing options suggested by different people were: Use Weekly Export. I could use it but I only had to export a few thousand attachments from millions and I can only run it once a week. Use dataloader.io. The free version only allows me to extract limited records on a day. Where can I download this from? I developed a JAR file which did the job for me and wanted to share it with everyone.  Download URL: https://www.crossdoor.io/sfdcfiles/ There are 2 files build.properties SFDCFiles.jar First step is to setup build.properties with the Org credentials and SOQL to extract data from. How to run this? To run this Jar file execute the below command on yo

Autocomplete Lookups for Salesforce1

We all are seeing that Salesforce1 is evolving with every passing day and there is yet lot to be done. One of the many items is a custom lookup field on a Visualforce page. Lightning design systems do provide us with the CSS we can use to create lookup fields the logic has to be written by the developer. Below is a basic example that can be used to implement the basic autocomplete version of the lookup field. The auto complete text box is implemented using the CSS provided by Salesforce1  lightning design . The Visualforce page uses Visualforce remoting to fetch records based on the user input. A call to the controller method is made every time a keyup event is fired and the results are updated.