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jetstreamapp / jetstream

A better way to work on Salesforce
https://getjetstream.app/
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Migrate Data from Orgs #1027

Open AndyHaas opened 1 month ago

AndyHaas commented 1 month ago

Describe the problem you are trying to solve I am having to move actual data, not Metadata, from one org to another as a POST deployment plan. These are these are the steps I am doing manually and would like to automate some way. I know I can do an add-on with Gearset but with the amount of times I actually need to do this doesn't make financial sense.

  1. Manually create orgs in first development server (I call this local)
  2. I then Query the records and download a csv (I don't rename the file)
  3. After deploying the Metadata with Gearset
  4. I update permissions with Manage Permissions
  5. I go to Load Data -> Insert Data -> Click load file and select the file to use
  6. note for step 5. If JetStream could read the file name and grab the object, this would only work with your naming scheme.
  7. Then I just go thru the normal process and insert the data.
paustint commented 1 month ago

@AndyHaas - I have a few questions

  1. How many objects do you normally need to do this with?
  2. How do you normally manage relationships of data?

I think a proper data migration feature would be a great addition.

AndyHaas commented 1 month ago

I think it depends on what needs to happen.

But If we are talking about Accounts, Opportunity, Opportunity Line Items, Pricebook, Pricebook Entry just to think of one complex route.

But a more simple one would be Account and Contacts.