To move configuration data from Sandbox to Production, you can use Change Sets, Packages, the Metadata Toolkit (e.g. Ant scripts), and the Force.com Eclipse IDE. To move actual data, you can use the Import Wizards (for some data types) or the Apex Data Loader (for virtually all data types).
Full Answer
Do you have to move everything from sandbox to production in Salesforce?
You don’t have to! This article will walk you through a point-and-click feature in Salesforce called Change Sets to move everything easily from a sandbox into production in just a few minutes. A change set is a group of configuration elements that can be transferred between instances of Salesforce.
How to migrate Salesforce routing configuration from one org to another?
You can migrate these with a workaround using data loader. Export all (or filtered) records of the Routing Configuration (QueueRoutingConfig) object from the source org (make sure you select the "Show all Salesofrce records checkbox") and Import the records in the target org accordingly. Show activity on this post.
What is a change set in Salesforce?
A change set is a group of configuration elements that can be transferred between instances of Salesforce. They can include things like Fields, Page Layouts, Record Types, Profiles, Roles, Sharing Rules, Workflow Rules, Validation Rules, and even Apex Classes and Visualforce pages.
What is the difference between configuration and customization in Salesforce?
Configuration means by using UI we can easily develop applications in Salesforce. Customization means on top of those salesforce configurations we can write our own functionality ( Visualforce pages & Apex). Below are the few concepts in salesforce, How to develop applications in Salesforce and how to configure and customize?
How do I export Salesforce config?
Few Simple Steps to Export Custom Settings in SalesforceSelect the Type of Entity as Custom Settings.Select the Custom Setting(s) from the dropdown.Can select Object Details, All Standard Fields and All Custom Fields from the “Select What to Export(s) by checking the checkbox.”More items...•
How do I move data from one sandbox to another sandbox in Salesforce?
Simply write an SOQL query in Data Export in the source org, use the copy as CSV button, and paste into Data Import in the destination org, and you're done! Show activity on this post. You can try using dataloader or workbench to insert/export records from the sandbox to your personal sandbox.
How do I move files in Salesforce?
How Do I Move Files from the Documents Tab into Lightning Experience?Export documents in the weekly export, and then upload the documents into Salesforce Files.Use a third-party data export tool from the AppExchange.Use an API-based tool (Connect REST API supports uploading asset files).
How do I transfer data from one org to another in Salesforce?
It's necessary to setup and configure required metadata and users in your new or target org before beginning. You can migrate data by importing or inserting records from another Salesforce legacy source organization or other external source into a new target organization.
What is the best way to transfer configurations from sandbox to production?
How do I copy setup changes from sandbox to production?...To make sandbox configuration setup available for copy to production or to other sandbox:Create a new unmanaged package on the source org: Setup | Create | Package, give name, version, description, etc. ... In Package Components section click [Add] button.More items...
How do I move data from production to sandbox?
5 Ways to Replicate Salesforce Data: Copy From Production to...#1 Native Method: Using Data Loader to Copy Data from Production to Sandbox.#2 Sandbox Refresh to Copy Metadata from Production to Sandbox.#3 Templating: Sandbox Cloning for a Production-like Template.#4 ETL Testing.More items...•
What are migration tools in Salesforce?
Salesforce Data Migration ToolsSalesforce Data Loader. It is a Salesforce client application that stands out from the rest for its high security and efficiency in handling large volumes of data. ... Salesforce Data Import Wizard. ... JitterBit Data Loader. ... Dataloader.io. ... Salesforce Inspector.
How do I use the magic mover in Salesforce?
2:165:14How to Setup Magic Mover in Your Org Before & After Install - YouTubeYouTubeStart of suggested clipEnd of suggested clipMake sure and Nabal notes is selected and click Save go to the app exchange. Website search forMoreMake sure and Nabal notes is selected and click Save go to the app exchange. Website search for magic mover and install the package.
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.
What is Salesforce org migration?
An org migration is a set of processes and technologies that move a production org from a source Salesforce instance to a target Salesforce instance. The org move is orchestrated by copying and/or regenerating customer data and metadata.
How do I move a report from one org to another in Salesforce?
Once thes are complete:Locate the XML report type file in the source project folder.Copy the file to the destination folder.Refresh the source project.Right click on the source project > Force.com > Deploy to Server.Select the report type file(s) and click “Validate”
What is data migration Salesforce?
Salesforce data migration aims to verify your data once it is compiled into a singular location to guarantee comprehensive data integrity. Understanding and trusting your data is an important part of knowing how to use it. Your system data needs to be cared—especially if the information contained is sensitive.
Select the components you would like to add by clicking the checkboxes
You can add all components of this type by selecting the checkbox at the top. You can also sort by columns on this screen by clicking the column headers. Adding components that are already in production won't cause any problems.
Repeat these steps to add all components to your Change Set
Helpful tip: Sometimes you might need to add things you might not remember. For instance, when you add new fields to a Change Set, you will have to add all custom Profiles as well, or these custom fields will be marked hidden (in field-level security) for all Profiles in Production.
