Skip to content

Commit 7d78540

Browse files
authored
Create README.md
1 parent 1417dea commit 7d78540

File tree

1 file changed

+46
-0
lines changed

1 file changed

+46
-0
lines changed

README.md

Lines changed: 46 additions & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,46 @@
1+
# SandboxBerry
2+
A tool for copying test data into Salesforce sandboxes
3+
4+
# What is this for?
5+
6+
During Salesforce development you will generally create Sandboxes based on your production environment, and then
7+
do development in the Sandbox. Most Salesforce Sandboxes are blank (except for the more expensive ones). Generally to do
8+
some development you're going to want some data in there, for example
9+
10+
* Any reference tables/objects you've created (e.g. Country__c - a list of countries)
11+
* Some sample data in the main tables to experiment with during development.
12+
13+
So ... you can try and copy some data accross using DataLoader or an ETL tool, but you'll quickly find:
14+
15+
* Ids of each row of data change when you transfer it to the Sandbox, which makes things difficult with related data
16+
(e.g. Accounts and Contacts)
17+
* You will sometimes have different fields in your Sandbox (old fields removed, new fields added)
18+
* Users who are owners of records may have been deactivated in production or might be missing from the Sandbox,
19+
making it difficult to transfer their records
20+
21+
SandboxBerry can help with these problems.
22+
23+
This is how SandboxBerry works:
24+
25+
* You give it a list of Salesforce objects (in the form of an XML file)
26+
* optionally you can specify filters for those objects in SOQL syntax
27+
* SandboxBerry will then transfer the data for those objects from your Source (usually Production) to a Target (always a Sandbox)
28+
* While transferring the data, it fixes the following problems:
29+
** Relationships between objects will automatically be preserved, substituting new Ids for the old Ids
30+
** Any inactive or missing users will be defaulted to the user specified by you
31+
** Only the objects fields that are present in both Source and Target will be transferred
32+
* Optionally, you can skip specific fields or hard-code their values in the Target - this can be useful for anonymisation
33+
34+
Please note that SandboxBerry takes some liberties with the data to get it to fit into your sandbox (e.g. changing the owner
35+
of records). The idea is: Its test data, so its better to have something rather than nothing. However this means that SandboxBerry
36+
should not be used for transferring **into** a production instance. Because of this, SandboxBerry will only allow you to specify Sandboxes
37+
as the target.
38+
39+
# Getting Started
40+
41+
SandboxBerry is a windows application written in C# and uses the .NET Framework 4.5.
42+
Visual Studio 2012 was used for the initial project but it should be easily loadable in more recent versions of VS.
43+
Download the solution and ooen it in VS
44+
45+
tbc
46+

0 commit comments

Comments
 (0)