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Meta data migration

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The Simplest way for meta data migration

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Meta data migration

  1. 1. Mahesh G Varde SalesForce Developer Under Supervision Mr.Rohit Arora, Director & CEO , Raider Data Services Pvt.Ltd. Pune.
  2. 2.   Enable History Tracking of Account, Contact, Lead.  Sharing Settings as per Source need to match on Target.  Lead Source should be added to Lead.  Enable Account Team, Opportunity Team.  Enable Multicurrency.  Enable Partner Relationship Management Settings.  Enable other things as per Meta files. Need To Active on Target
  3. 3.  Person Account  Picklist value Limitation.  External id limitation.  Multicurrency.  Tabs limitations.  Site limitation.  Custom Field limitation.  Active Validation Rule limitation.  Need to active as per limitation on Target. Need to active from Salesforce in Target
  4. 4.  Download JDk and install. Download Force.com Migration Tool. Download Ant Tool. Insert salesforce.jar file into Ant/lib/.. Set the path into Command Window. Steps to install Ant Tool….
  5. 5.   PROFILE: WITH-OUT ANY CODE AND OBJECTS.  INSTALL RELATED PACKAGES.  GROUPS, ROLES, QUEUES.  OBJECTS (STANDARD & CUSTOM).  APEX CODE (APEX CLASSES, VISUAL-FORCE PAGES, TRIGGERS, COMPONENTS, STATIC RESOURCE).  CUSTOM WEB-LINKS  LETTERHEAD, EMAIL-TEMPLATES. META DATA MIGRATION SEQUENCE
  6. 6.   CUSTOM TABS, CUSTOM APPS.  PROFILES INCLUDING ALL OBJECTS, APEX CODE.  USERS.  REPORT TYPES, REPORTS, DASHBOARDS.  SHARING RULES.  PERMISSION SETS REALTED.  VERIFICATION META DATA MIGRATION SEQUENCE
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