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 40m
Table of contents
Description
Course info
Level
Intermediate
Updated
Jan 8, 2020
Duration
1h 40m
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

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

More from 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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