Config Snapshot - Include all configuration

  • 8
  • Problem
  • Updated 3 months ago
I use the Config Snapshot feature frequently and it's a great start but isn't comprehensive.  For instance, I just did a snapshot for a customer and it only includes Custom Rules, Outreach, Power List, Objects List and Fields List.

Could this feature be enhanced to include these important elements as well?
- Bionic Rules
- Measures
- Scorecards
- Reports
- Dashboards
- UI Views
- CTA settings
- S3 data ingest jobs

Today I start with a snapshot and then have to assemble the missing pieces manually which takes quite a bit of time.

Thanks for your consideration!
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Aaron Hale

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Posted 7 months ago

  • 8
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Jeff Kirkpatrick, Champion

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Could have sworn this has been posted before because I commented on it, but can’t seem to find it. But yes this is a big need.
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Ashok Dugaputi, Employee

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Aaron & Jeff-  Your suggestions are really good. Snapshotting the entire instance config and comparing period to period would be hugely helpful. This would work to capture change sets of configs.

I would let our Product mgmt friends to respond to this.
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Brad Jennings

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Yeah has there been any movement on this? Just getting Bionic Rules in there to start would be huge.
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Anthony Sabato

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Hello all, I'm also looking to use the config snapshot to document our instance prior to making significant changes but I'm missing information such as the Scorecards 1.0 objects in my export. Looking forward to seeing this export more robust.
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Jitin Mehndiratta, Product Manager

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Thank you for the feedback everyone. I understand how important and valuable it can be to download the entire instance config. We will definitely look into this and I will update once it gets prioritized.