can field sets be migrated through api in salesforce

by Dr. Kieran Lueilwitz Published 3 years ago Updated 2 years ago

If field is set as read only by page layout and FLS then you can update the same by API but if field is read only on field level (formula field) then you cant change that one March 9, 2016 ·

Salesforce has the ability to set system fields through the API. When migrating data from an external system, the API lets you set a number of fields on objects that were previously read-only.

Full Answer

What is a field set in Salesforce FSC?

Matt is the trusty Salesforce admin at Cumulus who makes sure that Financial Services Cloud (FSC) is set up to handle all these changes. A field set is, well, a set of fields. Simple as they seem, they offer a high level of customization to boost user productivity and customer engagement.

What is the Salesforce Metadata API?

The Salesforce Metadata API lets you migrate metadata. Few people use it directly — if your process has been around for a long time, you may have used Ant scripts.

How to choose the right deployment approach for your Salesforce project?

In choosing which option to use for a specific deployment, you’ll need to weigh your objectives, your team’s skills, and limitations in Salesforce. You may use different approaches for different projects, or even blend approaches on a single project.

How are sandboxes allocated in Salesforce?

Your sandbox allocation is based on the edition of your production org. Salesforce will sell you more if you need them. Sandboxes can be deleted or refreshed (a fresh copy from production) but are limited in the frequency. The minimum duration in the table below describes how long a sandbox must be active before it can be refreshed or deleted.

How do I deploy field dependencies in Salesforce?

Salesforce Field Dependencies deploymentGo to Setup - Deploy - Outbound Change Sets.Create new Change Set, type a Name and Description, always add description on what will be add into this change set.In the Change Set Components, look for Custom Field.More items...•

Where we can use field set in Salesforce?

Field Set is used to group the fields of an object. We can use this in the Visualforce page and Apex class. Dynamically, we can add, remove, and reorder the fields without modifying the code in the VF Page using Field Set.

How do I extract fields in Salesforce?

Select the Primary Object = Entity Definitions, then relate to Field Definitions. Deploy it if you want to share the report with your users. Create a new report as normal, use the report type created in (1), and of course as per normal Salesforce report, you can export the report to an Excel file.

How do I query a field set in Salesforce?

Let's start with using Field set in Salesforce.Step 1: Creating Field Set.Step 2: Use Field Set inside Visualforce using Dynamic Binding.Step 3 : Using Dynamic SOQL to get value – Optional.Get Fieldset Fields in Apex dynamically when Object Name and FieldSet name is supplied at runtime.

Can we use field set in flow Salesforce?

We have to create each field individually and then have to keep making changes incrementally when the list of fields that we need to process changes. Allowing field sets in flows should greatly reduce the time required to build repetetive structures and make maintenance much more easier.

What is field set in Salesforce object?

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.

How do I extract fields from a page layout in Salesforce?

Workbook: The local destination of the Excel Workbook created by an earlier Extract Salesforce Layout API step. Include Field Permissions: Tick this if your local Workbook file was extracted using 'Include Field Permissions' ticked on the Extract Salesforce Layout API test step. Then save the test case.

How do I export a field name from a Salesforce object?

install extension called salesforce inspector and from there export the field information using below query. Add object api name for which you want this details and click export. It will give you the all the details about the fields in the specific object. Show activity on this post.

How do I get all the fields of an object in Salesforce?

You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.

How do I use field sets in Visualforce page?

Go to Setup > Customize > Accounts > Field Set Click on new. Enter all mandatory fields. Also drag and drop all required fields in fieldset. Now we will create visualforce code which will use fieldset.

What does a field set do?

: The Field Set element. The

HTML element is used to group several controls as well as labels ( ) within a web form.

What is schema sObjectType in Salesforce?

A Schema. sObjectType object is returned from the field describe result using the getReferenceTo method, or from the sObject describe result using the getSObjectType method.

Working with Field Sets Using Visualforce

Field sets can be directly referenced in Visualforce by combining the $ObjectType global variable with the keyword FieldSets. For example, if your Contact object has a field set called properNames that displays three fields, your Visualforce page can reference the field data through the following iteration:

Working with Field Sets Using Apex

Fields in a field set are automatically loaded when your Visualforce page uses a standard controller. When using a custom controller, you need to add the required fields to the SOQL query for the page. Apex provides two Schema objects that allow you to discover field sets and the fields they contain, Schema.FieldSet and Schema.FieldSetMember.

Field Set Considerations

If a field is marked as Available for the Field Set, it exists in the field set, but the developer hasn’t presented it on the packaged Visualforce page. Administrators can display the field after the field set is deployed by moving it from the Available column to the In the Field Set column.

What happens if a change fails to deploy?

If your change fails to deploy or validate, you can clone the change set and add what you left out. If you’ve made one of those “emergency” changes in production, change sets can also send the change to sandboxes. Deployment connections provide good control over how changes move through environments.

What is a sandbox?

A sandbox is an org that’s created from your production org and remains connected to that org. Usually, the metadata matches the production org’s metadata at the time of sandbox copy. It is possible to copy a sandbox from another sandbox.

What is partial copy sandbox?

Partial Copy sandboxes allow for more storage and let you create a sandbox template to copy a subset of production data. This dramatically simplifies the data set up and can be used for complex testing where a lot of test data is required.

Do sandboxes copy users?

Sandboxes do copy your users from the production org, including their permissions. If your sandbox owner is an administrator in production, their sandbox is ready to go — they can do what they need to.

Is Salesforce Profiles the right tool?

You likely see the point: Profiles are not the right tool. Salesforce recommends using permission sets to assign permissions. They’re more granular, aren’t 1:1 with users, and eliminate dependencies on a profile. If you’re not familiar, take a moment to read Migrating to Permission Sets for DX.

Can you skip the validation step?

For packages intended for non-production environments, you can skip the package validation step. This speeds up the packaging process so you can deploy and get test results sooner. If you’re using automated tests and frequent builds, this can be useful.

Is second generation packaging new?

As you look through the coverage report, you’ll see links to known issues. Second-generation packaging is relatively new, as are the SFDX tools and features like Code Builder and DevOps Center.

Welcome to Cumulus Cloud

Cumulus Cloud Corporation is a Pennsylvania-based financial services giant. Its wealth management division manages the financial assets of many wealthy clients. Ryan Dobson is the wealth manager at Cumulus who handles the portfolio of high-net-worth clients.

Get, Field Set, Go

A field set is, well, a set of fields. Simple as they seem, they offer a high level of customization to boost user productivity and customer engagement. You can use field sets to display specific business information, like a customer’s contact details. Field sets are also great for capturing information.

The Financial Summary Component

One of the ways Ryan helps his clients reach their financial goals is by creating a smart investment strategy for them. And to do that, he must be aware of various investment-related details about his clients. Details like their net worth and how experienced they are with investments. He wants these details to be easily accessible.

Create a Custom Field Set

A Financial Summary component with investment-related fields is only for Ryan and his fellow wealth managers. His colleagues from the investment banking division don’t want any changes. So Matt creates a field set and adds the fields that Ryan wants to see.

Assign a Custom Field Set to a Lightning Component

The information that the Financial Summary component displays is determined by the field sets assigned to the component. To display the new fields, Matt assigns the new field set created in the previous section to the Financial Summary component.

Edit an Existing Field Set

The Relationships tab on Rachel’s account record provides an overall view of Rachel’s household and its members. The Group Members component displays the contact information of Rachel, her husband, and her trust. These details on the Group Members component are important for customer service agents like Zaw Aung when Rachel calls support for help.

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