Slaesforce FAQ

how to migrate custom settings salesforce

by Janice Willms Published 2 years ago Updated 2 years ago
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You can deploy the custom Settings using changeset or any other migration tool using the CustomObject metadata. If you are going with the changeset then you can search for the custom setting name under the Custom Object component. Kindly mark it as best answer if it helps so that it can help others in the future.

Full Answer

What are custom settings in Salesforce?

Custom Settings Custom settings are similar to custom objects. Application developers can create custom sets of data and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database.

How to create custom metadata types in Salesforce?

You’re ready to ditch your old app configuration methods and make more time in your life for things you actually want to do. You can also use the Salesforce command-line interface to create custom metadata types, generate fields, create records, create records from a CSV file, and generate custom metadata types from an sObject.

How do I enable route and traffic data for Salesforce Rep profiles?

By creating a hierarchy setting with custom checkbox fields for route and traffic, you can enable this data for just the “Sales Rep” profile. You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.

When is the next maintenance for Salesforce help and Success Center?

The team has put a resolution in place and are monitoring the same. Salesforce Help and the Success Center are scheduled for maintenance on January 22, 2022 from 01:00 AM to 03:00 AM GMT.

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Can we migrate custom settings in Salesforce?

You can deploy the custom Settings using changeset or any other migration tool using the CustomObject metadata. If you are going with the changeset then you can search for the custom setting name under the Custom Object component.

How do I transfer custom settings records in Salesforce?

Follow these three steps to convert your custom settings.Step 1: Convert Custom Setting Objects to Custom Metadata Types. First retrieve your app metadata, including the custom objects you're using for configuration. ... Step 2: Replace __c with __mdt. ... Step 3: Replace Apex Code with SOQL Queries.

How do I deploy custom settings in Salesforce using ant?

Ratnakar1.In the build. properties specify the username and password of the source and destination org.2.In the package. xml specify the name of object you want to retrieve.your build.properties look like this. ... your package.xml look like this. ... command to retrieve object. ... command to deploy object.

How do I change custom settings in Salesforce?

In LEX, go to Setup | Home | Data | Schema Settings and Enable "Manage List Custom Settings Type". In Classic, go to Setup | Data Management | Schema Settings and Enable "Manage List Custom Settings Type". By enabling this option, users will have the ability to create List Custom Setting type. Go to Setup.

Can custom setting be deployed?

Gearset's data loader can deploy custom settings as well as custom objects. Before you deploy custom settings data, you'll need to make sure the metadata is the same in the source and target orgs.

What is the difference between custom setting and custom metadata?

Main difference between custom metadata and custom setting is that custom metadata records are deployable and packagable. But we can not deploy custom setting data. Custom settings enable you to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user.

How do I transfer custom metadata records?

Select the custom metadata type you want to add to your outbound change set. Click Add to Change Set....To add custom metadata records:Select the custom metadata type's label ​from the available component types, for example, Threat Tier . ... Select the records to add.More items...

How do I migrate a Salesforce profile?

Moving profile depends on difference of profile in Sandbox and the production. If you are doing with continuous integration process then you can move profile by changeset. To move profile with changeset you must have source profile same as target organisation and added new permissions and modified permissions.

What cant be deployed using ChangeSets?

With Salesforce ChangeSets, you cannot deploy all the types of metadata components in one shot. For example, if you are deploying custom settings and a Visualforce page which leverages those custom settings, you cannot deploy all those components at once.

How do I backup my custom settings in Salesforce?

Few Simple Steps to Export Custom Settings in SalesforceOpen the BOFC Home > Click “Export Custom Settings”.It will open below screen for Manage Custom Settings. ... Once “Click to Initiate Export” button is clicked, it will display a table with the Export Status.More items...•

What is the difference between list and hierarchy custom settings in Salesforce?

The data in List Custom Settings is directly visible to any user in the org. The data in Hierarchy Custom Settings checks the organization, profile and user settings for the current user and makes the data visible for them accordingly.

What are the types of custom settings in Salesforce?

Custom settings are of two types:List custom settings.Hierarchy custom settings.

How to create custom settings in Salesforce?

You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you’ve added fields, provide data to your custom setting by clicking Manage from the detail page. Identify each data set with a name.

What is custom setting?

There are two types of custom settings. A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it.

Can Apex access custom settings?

Apex can access both custom setting types—list and hierarchy. Note. If Privacy for a custom setting is Protected and the custom setting is contained in a managed package, the subscribing organization can’t edit the values or access them using Apex.

Can you include custom settings in a package?

The visibility of the custom setting in the package depends on the Visibility setting. Note. Only custom settings definitions are included in packages, not data.

Learning Objectives

Identify ways to convert custom settings for lists to custom metadata types.

Step 1: Convert Custom Setting Objects to Custom Metadata Types

First retrieve your app metadata, including the custom objects you’re using for configuration. Create corresponding custom metadata types for each object. You can do this step by hand or by transforming the objects’ XML using something like XSLT.

Step 3: Replace Apex Code with SOQL Queries

After your metadata is deployed and your references are renamed, it’s time to get in the thick of your Apex refactoring. Replace Apex methods with SOQL queries and delete deprecated custom objects and their supporting code.

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