Preserve/replicate configuration for MDA after Salesforce sandbox instance is refreshed
None
We do frequent Salesforce sandbox refreshes and with refreshes we needed to reconfigure rules/report which are based on MDA Object.
With this idea - i am proposing some automation to replicate configurations from production into sandbox once sandbox is refreshed.
With this idea - i am proposing some automation to replicate configurations from production into sandbox once sandbox is refreshed.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
From support:
"when you spin off another instance, it will carry over all the custom fields that are setup on the backend in SFDC. We don't, by nature auto map those for you which is what the feature request would be in this case."
We are currently developing functionality called Cross Org migration(Available in beta), where the next set of steps is to help you replicate MDA objects and rules and reports associated to it. I will update this thread with release information once we are close to it.
With Gainsight 5.5/Winter Release, users will have ability to migrate custom MDA collections/object along with ability to migrate Reports and Rules on them.
However on Rules front we have following limitations, we only support following actions - Create CTA, Set Score(1.0), Load to Customers, Load to Usage, Load to SFDC and Load to Relationships.
We are working on supporting more actions for Rules migration.
Read more here: "Migrating Schema and Assets from a Source Org to a Target Org"
Oh, and be sure to read up on Bionic Rules to learn how you to move your MDA data between SF Orgs by Exporting Data to an S3 Bucket, "Export to S3 from Bionic Rules".
Important note: The data in MDA will not be refreshed from Production - it will be the same data that was in your Sandbox. If you made any other schema or MDA changes in your MDA Production, you would need to migrate these.
We are planning to address a full solution sometime in the second half of this year.