The following is just one way to migration an installation (ie OpenWealth).
1) Install package onto the new site
2) Use Monarch to migrate data across
3) Migrate page layout
Wednesday, May 18, 2011
Salesforce Migration Order/Best Practices
A snippet from Dream Factory's Snapshot documentation:
In order to achieve maximum results with your deployment, it is recommended that you follow the documented order of operations that is detailed below for Asset SnapShot Push. This order will minimize the errors generated by contingent dependencies and relationships in your Org. Carefully read any error messages and make adjustments as necessary. If you need to be able to push individual object fields then use the Object SnapShot Push.
1. Objects: All *
2. Apex Classes
3. Apex Components
4. Apex Pages
5. Apex Triggers
6. S-Controls
7. Page Layouts
8. Static Resources
9. Letterheads
10. Workflows **
11. Report Types
12. Home Page Web Links
13. Home Page Components
14. Home Page Layouts
15. Custom Tabs
16. Custom Labels
17. Custom Applications
18. Custom Object Translation
19. Custom Sites
20. Profiles: All ***
* This will push all Object fields plus their related Record Types, Web Links, Validation Rules, Search Layouts and List Views. These settings can also be pushed individually if needed.
** Users tied to workflows must be created in the Destination Org prior to pushing
*** This will push all Profile metadata plus the related settings including: Application Visibility, Field Level Security, Layout Assignments, Object Permissions, Record Type Visibility and Tab Visibility. These settings can also be pushed individually if needed.
In order to achieve maximum results with your deployment, it is recommended that you follow the documented order of operations that is detailed below for Asset SnapShot Push. This order will minimize the errors generated by contingent dependencies and relationships in your Org. Carefully read any error messages and make adjustments as necessary. If you need to be able to push individual object fields then use the Object SnapShot Push.
1. Objects: All *
2. Apex Classes
3. Apex Components
4. Apex Pages
5. Apex Triggers
6. S-Controls
7. Page Layouts
8. Static Resources
9. Letterheads
10. Workflows **
11. Report Types
12. Home Page Web Links
13. Home Page Components
14. Home Page Layouts
15. Custom Tabs
16. Custom Labels
17. Custom Applications
18. Custom Object Translation
19. Custom Sites
20. Profiles: All ***
* This will push all Object fields plus their related Record Types, Web Links, Validation Rules, Search Layouts and List Views. These settings can also be pushed individually if needed.
** Users tied to workflows must be created in the Destination Org prior to pushing
*** This will push all Profile metadata plus the related settings including: Application Visibility, Field Level Security, Layout Assignments, Object Permissions, Record Type Visibility and Tab Visibility. These settings can also be pushed individually if needed.
Thursday, May 5, 2011
VMware vConverter Cannot Find Your Hard Drive
After you have installed vConverter, it may not be able to find any partition on your machine that needs to be converter. This is caused by Windows UAC!
If you run the vConverter "As Administrator", vConverter will then see your hard drive.
http://communities.vmware.com/thread/285316
If you run the vConverter "As Administrator", vConverter will then see your hard drive.
http://communities.vmware.com/thread/285316
Monday, May 2, 2011
Quick Tools
If you had problems with how MsPaint scews up an image's transparent background, you can try Paint.Net
getpaint.net
If you need to do presentations and need to record it to a video, use Cyberlink YouCam.
http://www.cyberlink.com/products/youcam/overview_en_US.html
supported format AVI/WMV
Free Video Recording
http://camstudio.org/
getpaint.net
If you need to do presentations and need to record it to a video, use Cyberlink YouCam.
http://www.cyberlink.com/products/youcam/overview_en_US.html
supported format AVI/WMV
Free Video Recording
http://camstudio.org/
Monday, April 11, 2011
SalesForce Tools
SF tools:
Force.com explorer (see all sf objects like how SQL management studio works for MS-SQL)
Adobe flash builder - To develop flex/flash and access SF data via queryResult
Force.com dataloader - upload from csv
Force.com IDE - should just download eclipse and use the sf plug-in instead
For sample data, use random name generator to excel to generate dummy excel files for uploading to SF
To create word templates, Docx is actually a zip file. You can extract it and update the document.xml
To toggle between the field codes and word documents, use alt f9 in MS-Word
Sunday, April 10, 2011
Google calender
If you like the google calender, you must check out the following jquery calender control.
http://arshaw.com/fullcalendar/
http://arshaw.com/fullcalendar/
SalesForce Admin ADM 201
Test Concepts in Admin ADM 201
-Different types of relationships for custom objects
-If you want to disable viewing all objects in an application, where do you set this?
-If the system wide default is read/write, how can you restrict what records the user can view?
-what will happen to the existing exchange rates will you turn on advance currency management
-mass transfer of user's records (one of the following will not be mass transferred: open case, close case, open activity, closed activity)
-Different types of relationships for custom objects
-If you want to disable viewing all objects in an application, where do you set this?
-If the system wide default is read/write, how can you restrict what records the user can view?
-what will happen to the existing exchange rates will you turn on advance currency management
-mass transfer of user's records (one of the following will not be mass transferred: open case, close case, open activity, closed activity)
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