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Close your eyes and feel its power, it is the which is a command line utility tool used to transfer metadata between and a local directory. Salesforce is one of the best data management solutions, helping thousands of business handle data enhancement. But since the entire operation is not so easy to handle, we decided to provide you with a Salesforce migration guide. It will help you realize how this migration tool can be useful.

Salesforce Migration Guide – Things You Need To Know

When making a developmental project and populating test environments with multiple setup changes attempting these adjustment with a simple web interface is not easy.

Multistage Release processes Typically the process involves a slew of different tasks; with scripted retrieval and a more efficient deployment of components this process can be completed easily.

Repetitive Deployment with Reflected Parameters All the Metadata can be managed, maintained, adjusted as well as deployed in a subset of multiple components. If the process ever needs to be repeated, it is simply a matter of rehashing the old components the from last time.

The Tasks of Migrating form Stages to Production can be Handled by IT Anyone familiar with deploying in a scripted format will recognize many similarities in the Salesforce migration process.

Setting Up Batch Deployments in Advance You can schedule your deployment to occur at a moment that will not disturb anyone. You can also pull down your changes on the Developer Edition as you see fit.

The Salesforce migration guide doesn’t end here. Lets take a look at what Metadata API is and how you need to handle it.

A Note on Metadata API

Metadata API is what holds the set of objects responsible for controlling setup and customization information for your various organizations. It also contains the SOAP calls that manage those objects. Metadata API allows you to:

  • Migrate changes in Configurations across organizations
  • Manage setup info as an XML metadata file
  • Create your own tools for organizing and applying Metadata.

A Note on Directory Structure

Metadata APi works in a package centric pattern. Components can be contained within various packages, one package or even no package at all. These packages can be installed on the Appexchange at or kept on a local unit.

When you use the migration tool to retrieve any set of components, the set will be limited to what is within the package and what is not in a package. Following are the three types of packages.

Unpackaged These are components native to your organization.

Unmanaged Packages These are used to distribute application templates that provide developers with building blocks for an application. Once components from a package have been correctly installed they can be edited in the organization in which they have been installed.

Managed Packages This is a collection of components that is associated with a namespace and can be posted on the Appexchange. For a package to support upgrades it must be managed. A managed package can be created by an organization and then downloaded and integrated into many other organizations.

We hope our Salesforce migration guide will help you understand some of the processes explained here and that you will be able to complete the entire migration process on your own and continue using one of the best database management systems successfully.

The author:

RingLead offers a complete end-to-end suite of products to clean, protect and enhance company and contact information, leading to improved organizational efficiency, reliable business intelligence, and maximized ROI on CRM and marketing automation investments.Since 2003 RingLead has helped solve the dirty data problems of large enterprises, Fortune 500 companies and small businesses across the globe.