Documentation

Overview

Purpose

Copy data and metadata between Production and Sandboxes.

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Usage

In a typical Salesforce Project Life Cycle, developers write and test their code and meta-data changes in a Development environment. Once they are satisfied, they will move the code/meta-data and any associated data into a FIT (Function Integration Testing), SIT (System Integration Testing), or QA (Quality Assurance) environment. Here they will coordinate with team members within IT and the business groups to perform rigorous testing on their code/meta-data and data. Once the testing phase completes, they will move the code/metadata and any associated data into the Production environment where it is utilized by the end-user population.

The application is used in various stages of the project life cycle:

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Populate Developer or DevPro sandboxes
  • Enable Developers to write code/meta-data and modify data in their own development environment.
  • Allow developers to test their code/meta-data and data modifications before deploying to a testing environment.
  • Create FIT/SIT/QA end-user testing environments.
  • Create Training sandboxes.
Populate Partial/Full Sandboxes
  • Refresh data and code/meta-data more frequently than the default 30 days provided by Salesforce.
Populate to Production
  • Migrate code/meta-data and data changes into Production from a sandbox.
  • Execute org merge / split / migration project.