The general procedure you will follow when using the Ant Migration Tool to copy metadata from one Salesforce organization to another is: Enter credentials and connection information for source Salesforce organization in build.properties Create retrieve targets in build.xml Construct a project manifest in package.xml
Full Answer
What is Ant Migration Tool in Salesforce?
Ant Migration Tool The Ant Migration Tool is a Java/Ant-based command-line utility for moving metadata between a local directory and a Salesforce org. The Ant Migration Tool is especially useful in the following scenarios.
How do I deploy an ant application using the Ant Migration Tool?
Open a command window in the sample directory. Enter ant deployCode. This runs the deploy API call, using the sample class and Account trigger provided with the Ant Migration Tool. The ant deployCode calls the Ant target named deploy in the build.xml file.
How do I deploy Salesforce apex to a production Org?
In addition to the Salesforce extensions for Visual Studio Code, you can also use a script to deploy Apex. Download the Ant Migration Tool if you want to perform a file-based deployment of metadata changes and Apex classes from a Developer Edition or sandbox org to a production org using Apache's Ant build tool.
Where is the ant lib directory in Salesforce?
The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Enter your Salesforce production organization username and password for the sf.user and sf.password fields, respectively.
How do I export a Salesforce process builder?
Export a FlowSelect Setup> Process Automation> Flows.Open Import/Export Flows.Run the Flow.Select Export, choose your Flow and click Next.You will see the export status while the Flow is being transferred.A success message will display once the Flow has been exported.More items...
How do I use ant migration tool in Salesforce?
The Ant Migration Tool is a Java/Ant-based command-line utility for moving metadata between a local directory and a Salesforce organization. You can use the Ant Migration Tool to retrieve components, create scripted deployment, and repeat deployment patterns.
How do I move process builder?
Migrating Process Builder to Flow ConsiderationsWe create 1 Flow for each Process Builder.We Create 1 Flow for each Process “node” (those blue diamonds)We create the fewest number of flows per object, combining multiple workflow rules into each flow.
How do I migrate from Process Builder to flow?
To open it, navigate to the Setup menu and search for 'Migrate to Flow (Beta)'. You will be presented with a list of Workflow Rules that can be migrated to Flows using the tool (in this example, there's just one).
How do I set up an Ant migration tool?
Install the Ant Migration ToolDownload the . zip file of the Spring '22 Ant Migration Tool. (You can also download a . zip file containing a preview version of the Summer '22 Ant Migration Tool.) ... Save the . zip file locally, and extract the contents to the directory of your choice.
What is the Ant migration tool?
The Ant migration tool is a free tool provided by Salesforce. It is a Java/Ant based command line utility for moving metadata between a local folder and an org. It's also known as the Force.com migration tool.
Can we migrate process builder using change sets?
Process Builder processes can be successfully deployed from one environment to another using Change Sets. You need to select "Flow Definition" in the Component drop down when adding components. Also: When you deploy the change set, the process needs to be "activated" if its not active post deployment.
Is flow replacing process builder?
Flows can now call other sub-flows, a much-longed-for replacement for Process Builder's ability to call flows. Flow supports a variety of ways to track what has changed during a record-update.
Why is Process Builder better than Workflow?
For updating related records, Process Builder can update any field on any related record, where Workflow can only update some fields on a parent record of a Master-Detail relationship. Process Builder can also update multiple related records in a situation when all of a record's child records need the same update.
How do I convert a flow to a workflow in Salesforce?
How: From Setup, in the Quick Find box, enter Migrate to Flow , and then select Migrate to Flow. Or from Setup, on the workflow rules page, click Migrate your workflow rules to flows. Select a workflow rule (1) and click Migrate to Flow (2). Test your resulting flow in Flow Builder (1).
How do I change a workflow to process builder in Salesforce?
There is no direct method to convert workflow to process builder. You would need to build them from scratch and consider as new requirement. Before you start building kindly review below references for process builder considerations and limitations.
What is the order of execution in Salesforce?
What is Order of Execution in Salesforce? A set of rules that describe the path a record takes through all automations and the events that happen from SAVE to COMMIT. Before Salesforce executes these events on the server, the browser runs JavaScript validation if the record contains any dependent picklist fields.
What is multistage release?
Multistage release processes—A typical development process requires iterative building, testing, and staging before releasing to a production environment. Scripted retrieval and deployment of components can make this process much more efficient.
What is metadata API?
Metadata API contains a set of objects that manage setup and customization information (metadata) for your organizations, and the SOAP calls that manipulate those objects. With Metadata API you can:
Can you migrate unmanaged packages to production?
Unmanaged packages should not be used to migrate components from a sandbox to production organization. Instead, use Change Sets. Managed package—A collection of application components that is posted as a unit on the AppExchange and associated with a namespace and possibly a License Management Organization.
Can ant migration be local?
Packages can be local (created in your Salesforce org) or installed from Salesforce AppExchange. Whenever the Ant Migration Tool retrieves a set of components, that set is limited to what’s in a single package or what’s in no package at all. There are three kinds of packages.
Can you schedule a deployment for midnight?
Scheduling batch deployments—You can schedule a deployment for midnight to not disrupt users. Or you can pull down changes to your Developer Edition org every day.
Does Salesforce have an ant migration tool?
Although you can write your own client applications for using Metadata API SOAP calls, Salesforce provides the Ant Migration Tool to retrieve and deploy Apex and metadata.
What version of ant migration tool is used in Salesforce?
If working with Ant Migration Tool version 36.0 to 50.0, for enhanced security, we recommend Java 7 or later and a recent version of the Ant Migration Tool (version 36.0 or later). Starting with version 36.0, the Ant Migration Tool uses TLS 1.2 for secure communications with Salesforce when it detects Java version 7 (1.7). The tool explicitly enables TLS 1.1 and 1.2 for Java 7. If you’re using Java 8 (1.8), TLS 1.2 is used. For Java version 6, TLS 1.0 is used, which is no longer supported by Salesforce.
What is an ant migration tool?
The Ant Migration Tool is a free resource provided by Salesforce to support its users and partners but isn't considered part of our services for purposes of the Salesforce Master Subscription Agreement.
What is the ant deploy code?
The ant deployCode calls the Ant target named deploy in the build.xml file.
How to verify ant and jdk are installed correctly?
Verify that the JDK and Ant are installed correctly by opening a command prompt, and entering ant –version. Your output should look something like this:
What version of TLS is used in Salesforce?
If you’re using Java 8 (1.8), TLS 1.2 is used. For Java version 6, TL S 1.0 is used, which is no longer supported by Salesforce. Alternatively, if you’re using Java 7, instead of upgrading your Ant Migration Tool to version 36.0 or later, you can add the following to your ANT_OPTS environment variable:
What TLS does Ant use?
This setting also enforces TLS 1.1 and 1.2 for any other Ant tools on your local system.
Where is the lib directory in Ant?
The lib directory is located in the root folder of your Ant installation. You don’t need to copy the new jar file to the Ant lib directory. Open the sample subdirectory in the unzipped file. Edit the build.properties file:
The Future of Salesforce Declarative Automation
During the True to the Core session at Dreamforce ‘21 ( watch it here on Salesforce+ if you haven’t already), the future of Salesforce was discussed by Parker Harris, Jennifer Sacks, Bret Taylor, and David Schmaier – including the future of declarative automation on the platform.
Why Flow?
The question that a lot of people have been asking me is why is Salesforce removing two of their staple automation tools from the platform and forcing everyone to use Flow. Their reasoning at surface level was to make it so that there was a single tool that Salesforce Administrators could go-to for any and all declarative automation requirements.
Business Scenario and Best Practice Concepts
Let’s use the following hypothetical example: Each time a new Contact is added to an Account, and the Contact has ‘CEO’, ‘COO’, or ‘Director’ in their title, you need to add them as an Opportunity Contact Role to each active Opportunity as a ‘Decision Maker’.
Migration Considerations and Developing a Migration Strategy
As always, the most important thing before making a major change like this to your Salesforce environment is putting a strategy in place and planning how it will be done. Performing a major migration of your Salesforce automations isn’t something you want to rush and requires rigorous testing to ensure that nothing has broken in the process.
Salesforce Migrate to Flow Tool
As mentioned above, Salesforce is looking to release their first official migration tool in the upcoming Spring ‘22 update, which will allow you to migrate Workflow Rules to Flows. Later this year, this tool will be enhanced to allow for Process Builder migration to Flow as well.
Third Party Migration Tools
Salesforce may be building the first OFFICIAL tool, but they’re certainly not the first to create a Flow Migration tool of any kind. One that’s become quite popular in the last few months is ConvertToFlow v2, by Alex Edelstein on UnofficialSF.
Summary
There’s no doubt that Salesforce is doubling down on Flows as their primary declarative automation tool. Depending on your business, and depending on the resources available within your business, you may or may not want to begin the process of migrating your legacy automations sooner rather than later.
