Play by Play: Mastering Salesforce Metadata Merge Strategies

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.
Course info
Level
Intermediate
Updated
Jan 8, 2020
Duration
1h 39m
Table of contents
Description
Course info
Level
Intermediate
Updated
Jan 8, 2020
Duration
1h 39m
Description

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.

About the author
About the author

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

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About the author

Matt is currently the Chief Technology Officer of MK Partners, Inc. (www.mkpartners.com) the leading Salesforce implementation partner in Southern California.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series, where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects, to discuss common challenges faced every day by Salesforce customers. In this course, we challenge Matt Kaufman, chief technology officer of MK Partners, to help us build a strategy for extracting, modifying, and merging configuration and business data from one Salesforce org into another. First, Matt sets up a real‑world scenario that requires such operations and provides a well‑defined road map for the process. Next, he explains the importance of defining non‑technical requirements, establishing ground rules, and shows the benefits of defining a checklist to establish and support a repeatable process. Along the way, he walks us through his approach for extracting and migrating both metadata and business data, clarifies what can be automated and what can't, and shows his process for tracking all migration details, and resolving various issues that can arise. By the time we're done, you'll have a solid understanding of some best practices for facing the challenge of splitting and merging orgs, and how you can apply these practices to standard org maintenance as well. So whether you're a Salesforce developer or architect, if you need a deep understanding of how to extract and move configuration and business data across Salesforce orgs, please join us for Mastering Salesforce Metadata Merge Strategies. We hope you enjoy it.