Play by Play: Mastering Salesforce Metadata Merge Strategies

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Don Robins

1:40:02

16 View

01.Course Overview

01.01.Course Overview.mp4

01:58

02.Introduction and Setting the Stage

02.01.Presenting the Scenario and Challenge.mp4

03:29

02.02.Evaluating Competing Interests.mp4

05:03

02.03.Defining Non-Technical Requirements.mp4

02:53

03.Practice Makes Perfect

03.01.Establishing a Repeatable Process.mp4

05:42

03.02.Copying Data vs Metadata.mp4

05:53

04.Concepts and Tactical Tools

04.01.Identifying Metadata Coverage.mp4

02:41

04.02.Using VS Code and SFDX.mp4

07:11

04.03.Developing a Field Migration Strategy.mp4

01:40

04.04.Developing a Data Migration Strategy.mp4

04:55

05.Taking a Tactical Approach

05.01.Setting Ground Rules.mp4

02:17

05.02.Blending Methods to Move Data.mp4

01:25

05.03.Tracking Migration Details.mp4

02:56

05.04.Building a Checklist.mp4

07:18

05.05.Extracting the Metadata.mp4

04:00

05.06.Extracting the Data.mp4

04:59

06.Complex Merges

06.01.Resolving Expected Issues.mp4

09:34

06.02.Resolving Possible Issues.mp4

11:24

06.03.Resolving Difficult Issues.mp4

11:18

07.Summary and Recap

07.01.Lets Recap!.mp4

03:26

Description

In this session, we’ll take a deep dive into the behind-the-scenes building blocks that make up Salesforce and how it can be exported, modified, and restored to other instances. We’ll review tools used, common pitfalls, and useful best practices.

What You'll Learn?

Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, Play by Play: Mastering Salesforce Metadata Merge Strategies, Matt Kaufman and Don Robins take a deep dive into the behind-the-scenes metadata that powers Salesforce, and strategize a solution to a real-world scenario where they must extract both application metadata and business data from a source Salesforce org and merge it with a separate target Salesforce org. They discuss leading tactics, tools used, common pitfalls, useful best practices, and the challenges faced. By the end of this course, you’ll have a solid understanding of some best practices for splitting and merging orgs, and how these practices can be applied to standard org maintenance as well.

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Salesforce Development

Salesforce

Don Robins

Instructor's Courses

Don Robins is a well known Salesforce MVP, instructor, author, and speaker. A custom business application developer for more decades than he cares to admit, he focuses on Salesforce technical instruction and knowledge sharing. Certified as a Platform II Developer and an award winning Salesforce Instructor, he's presented and taught at annual Dreamforce conferences since 2010. He delivers Salesforce developer classes and workshops around the US and abroad, and manages a team of instructors as a Salesforce Training Partner.

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.