- Read CSV File (List of Objects)
- Scan Salesforce Metadata to check dependencies
- Arrive at list of object for which data needs to be exported to ensure dependencies
- Export Data from Production environment
- Create ExternalID field for each of the object
- Load data exported from Production environment to Sandbox
This Thirdware bot helps Salesforce administrators to sandbox seeding with relevant data for their development cycle to code, test, POC and training. Availability of a development environment for each projects reduces the time required for development without having to interfere with other developers.
ust because Salesforce is in the cloud doesn’t mean that it’s not a core IT asset. You don’t own the hardware or the software, but the data stored in Salesforce is typically much more valuable than the cost of Salesforce.com (SFDC) licenses. Further, the productivity increases from sales, marketing and support dwarf the inherent value of your CRM data—that’s why it was worth investing so much in Salesforce in the first place. Happy, productive users depend upon the system infrastructure and data quality, and that means the system administrators need to be organized properly. To help Salesforce administrators in their daily work activities, Thirdware is producing a series of bots that would take care of various Ad-hoc, Weekly, Monthly, Quarterly and Yearly data backup tasks. This is one more BOT in this series.
Top companies using Salesforce are actively releasing new features and updates. This is definitely keeping Salesforce developers and admins busy. Unfortunately, getting relevant, fresh test data as often you need to for complete testing can be very difficult and time consuming. This Bot helps Salesforce admin to seed sandbox as per development needs quickly. Salesforce has APIs, like the Bulk API / REST API, which facilitates data backup and upload; although even with the use of APIs, the sandbox seding tasks is mundane, time consuming and repetitive. Ensuring dependencies between the organization makes it very complicated. This Bot takes care of all of these.
- Automation Type
- Last Updated
- July 24, 2020
- First Published
- February 25, 2020
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Menu.csv - The list of objects that needs to be populated in the Sandbox
- SalesforceSeedingSalesforce.csv - Credentials to connect to Salesforce Production and Sandbox