SlideShare a Scribd company logo
Mahesh G Varde
SalesForce Developer
Under Supervision
Mr.Rohit Arora,
Director & CEO ,
Raider Data Services Pvt.Ltd. Pune.

 Enable History Tracking of Account, Contact, Lead.
 Sharing Settings as per Source need to match on
Target.
 Lead Source should be added to Lead.
 Enable Account Team, Opportunity Team.
 Enable Multicurrency.
 Enable Partner Relationship Management Settings.
 Enable other things as per Meta files.
Need To Active on Target
 Person Account
 Picklist value Limitation.
 External id limitation.
 Multicurrency.
 Tabs limitations.
 Site limitation.
 Custom Field limitation.
 Active Validation Rule limitation.
 Need to active as per limitation on Target.
Need to active from Salesforce in Target

Download JDk and install.
Download Force.com Migration Tool.
Download Ant Tool.
Insert salesforce.jar file into Ant/lib/..
Set the path into Command Window.
Steps to install Ant Tool….

 PROFILE: WITH-OUT ANY CODE AND OBJECTS.
 INSTALL RELATED PACKAGES.
 GROUPS, ROLES, QUEUES.
 OBJECTS (STANDARD & CUSTOM).
 APEX CODE (APEX CLASSES, VISUAL-FORCE
PAGES, TRIGGERS, COMPONENTS, STATIC
RESOURCE).
 CUSTOM WEB-LINKS
 LETTERHEAD, EMAIL-TEMPLATES.
META DATA MIGRATION SEQUENCE

 CUSTOM TABS, CUSTOM APPS.
 PROFILES INCLUDING ALL OBJECTS, APEX
CODE.
 USERS.
 REPORT TYPES, REPORTS, DASHBOARDS.
 SHARING RULES.
 PERMISSION SETS REALTED.
 VERIFICATION
META DATA MIGRATION SEQUENCE


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Meta data migration

  • 1. Mahesh G Varde SalesForce Developer Under Supervision Mr.Rohit Arora, Director & CEO , Raider Data Services Pvt.Ltd. Pune.
  • 2.   Enable History Tracking of Account, Contact, Lead.  Sharing Settings as per Source need to match on Target.  Lead Source should be added to Lead.  Enable Account Team, Opportunity Team.  Enable Multicurrency.  Enable Partner Relationship Management Settings.  Enable other things as per Meta files. Need To Active on Target
  • 3.  Person Account  Picklist value Limitation.  External id limitation.  Multicurrency.  Tabs limitations.  Site limitation.  Custom Field limitation.  Active Validation Rule limitation.  Need to active as per limitation on Target. Need to active from Salesforce in Target
  • 4.  Download JDk and install. Download Force.com Migration Tool. Download Ant Tool. Insert salesforce.jar file into Ant/lib/.. Set the path into Command Window. Steps to install Ant Tool….
  • 5.   PROFILE: WITH-OUT ANY CODE AND OBJECTS.  INSTALL RELATED PACKAGES.  GROUPS, ROLES, QUEUES.  OBJECTS (STANDARD & CUSTOM).  APEX CODE (APEX CLASSES, VISUAL-FORCE PAGES, TRIGGERS, COMPONENTS, STATIC RESOURCE).  CUSTOM WEB-LINKS  LETTERHEAD, EMAIL-TEMPLATES. META DATA MIGRATION SEQUENCE
  • 6.   CUSTOM TABS, CUSTOM APPS.  PROFILES INCLUDING ALL OBJECTS, APEX CODE.  USERS.  REPORT TYPES, REPORTS, DASHBOARDS.  SHARING RULES.  PERMISSION SETS REALTED.  VERIFICATION META DATA MIGRATION SEQUENCE
  • 7.