Migration Template

List of Migration Templates supported

  1. Enable History Tracking on Objects

  2. Disable History Tracking on Objects

  3. Enable History Tracking on Custom Fields

  4. Disable History Tracking on Custom Fields

  5. Run Destructive Changes

  6. Execute Anonymous Apex

  7. Enable Validation Rules

  8. Disable Validation Rules

  9. Enable Workflow Rules

  10. Disable Workflow Rules

  11. Enable Flows

  12. Disable Flows

  13. Enable Apex Triggers

  14. Disable Apex Triggers

  15. Migrate Custom Setting Data from one org to another org

How to create a migration template

To create a new migration template, please follow the below steps:

  1. Login to your AutoRABIT account.

  2. Click on Env. Pro. module.

  3. Click on Create New Template.

  4. The Create Migration Template tab will be auto-selected by default, if not, select it.

  5. Give the template a name and a short description of it.

  6. Select the checkboxes for the template types for which you want to create a template. You can create multiple templates at the same time.

  7. You must upload the package manifest XML file for each template type that you have selected. Failure to insert the correct XML file will result in the migration template being created unsuccessfully.

  8. Click Save.

  9. You can find your recently created template on the Environment Provisioning History page.

  10. The next step is to run the template on your destination Salesforce org.

  11. Look for your template on the Environment Provisioning History screen and click on Run.

  12. Select your destination org from the dropdown and enter the email address(es) to receive an email notification whenever the operation is carried out.

  13. Click Run.

View History

The View History screen will display the detailed summary report of the template operation being carried out.

The left side screen will display the template name, the template creation date/time stamp, and the Salesforce org where the template was run.

Click on the Log icon to view the log report on the right side of the page.

Result icon will display the status of the deployment for the template (success or failed), deployed components, deployed components path, and many more.

Re-Run option allows you to run the template once again.

Info option allows you to view the input file which you have uploaded in the initial stage for template creation.

More Information on Environment Provisioning Screen

The following information will be displayed for each template created on the Environment Provisioning History screen.

  1. Template Name: Name of the template along with the template created date/time

  2. Template Type: Template type, i.e., migration template or an unsupported metadata template

  3. Last Modified By: User detail who last modified this template

  4. Salesforce Org: Destination org where the template was run

  5. Last Run: The date/time stamp the template was last run

  6. Status: Template status, i.e., successfully run or failed

  7. Run: Run the template

  8. Delete: Delete the template

  9. Edit: Edit the template fields

  10. Share: Click on the share button; if you want to share the template with others, users in the org will be able to access it.

  11. Revoke: Click on the revoke button; if you don't want to share the template with others, users in the org will not be able to access it.

  12. View History: Detailed info on the template, such as the last modified date/time of the template, log details, etc.

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