AGrid, an innovative Salesforce product by Softsquare revolutionizes how users manage their list views and related lists. From customized views to advanced filters, AGrid provides lightning-fast grids designed specifically for Salesforce data management.
Challenges Before Export-Import of AGrid Configuration
Are you transitioning to a new Salesforce Org and worried about migrating your meticulously crafted AGrid configurations? Before the introduction of the Export-Import feature in AGrid Configuration, AGrid users faced numerous challenges:
- Time-Consuming Process: Manually creating configurations on new Orgs was labor-intensive, requiring meticulous attention to detail.
- Risk of Errors: Manual creation led to a higher risk of errors, including misalignment of field names, lookup filters, and global values, causing inconsistencies.
- Lack of Automation: Without an automated process, users had to ensure the accuracy of Flows and LWC Components manually, leading to potential issues during migration.
AGrid’s Export-Import features simplify this task, allowing effortless migration of your configurations across different Orgs.
Steps to Migrate AGrid Configurations Across Salesforce Orgs
- Export from the Source Org: In the source Org where the AGrid Configurations are crafted, select the desired configurations from the “Agrid Configurations” tab and click the “export” button. The Agrid List Export feature will download a .json file.
- Prepare for Import in the Target Org: Navigate to the destination Org where you want to import your AGrid Configurations. Click the “Import” button on the top right corner of the AGrid Configurations page.
- Choose the Exported File: A pop-up window will guide you through the steps to import and set up your configurations. Select the exported .json file to initiate the Configurations exported.
- Configure Import Options: When you are not sure if this AGrid Configuration already exists or need not be created, then this step lets you decide whether to Overwrite, Create New, or Ignore the listed Configurations in the new Org.
- Validate Configurations: Upon hitting Next, the uploaded configurations will be validated for any errors or issues using the Salesforce Export List to CSV feature.
- Execute Import: Finally, run the “Import” function to bring all selected AGrid Configuration into the new Org.
- Review Status: If there are any issues during this Import, the “Status” step will display them on the screen.
- Place the AGrid Configurations on Required Record Detail Pages: In the new Org, navigate to the specific record detail pages where you want the AGrid Configurations to appear. Customize the layout by adding the newly imported AGrid Configurations to the desired sections. Save the changes to complete the setup, ensuring that the AGrid views are perfectly tailored to the end-users’ needs in the new environment.
Advantages of the Export-Import Feature in AGrid Configuration
The Export-Import feature introduced by AGrid has addressed these challenges, offering several key advantages:
- Streamlined Migration: Exporting and importing configurations between Orgs is now just a matter of a few clicks, saving time and effort.
- Error Reduction: Automated validation during the import process minimizes the risk of errors, ensuring smooth migration.
- Flexible Options: Users have the choice to overwrite, create new, or ignore listed Configurations in the new Org, providing more control over the migration process.
- Detailed Status Reporting: Any issues during the import are shown on the screen, providing transparency and facilitating troubleshooting.
The Export-Import feature of AGrid Configuration is a game-changer, enhancing efficiency, accuracy, and control in migrating configurations across Salesforce Orgs
Note:
- Record Id Update: If the Record Id has been specifically mentioned in the Configuration, an update will be required.
- Sync Requirements: While moving from one Org to another, ensure that the following elements are in sync:
- Objects & Field Names: Must match the previous Org.
- Global Values: New Org should have the same values as the previous Org.
- Flows: Should have the same name and be active.
- Aura or LWC Components: Any mentioned should also exist in the new Org.
- Manual Updates:
- When dealing with field types involving relationships, please note that any values associated with those relationships will not be imported. This applies whether the input is a specific value or a global variable
By paying attention to these details, the transition between Orgs can be smooth, maintaining the integrity and functionality of your AGrid configurations.
Conclusion
Migrating AGrid configurations across Salesforce Orgs no longer needs to be a daunting task. With the AGrid Export-Import feature, you can effortlessly carry over your custom configurations to a new Org, preserving the integrity and customization of your work.
