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Showing posts from 2018

Salesforce CPQ - Automatically add a Product to a Quote

Recently I have seen a question popping up on communities that how can we add a product dynamically to a quote (not within the bundle), based on a condition. I'll explain a few simple use cases below. These use cases refer to adding a product on a Quote Line Editor and the CPQ version installed is 214.6 Add a "Warranty" Product if "Macbook Pro" is added to the Quote. While I select "Macbook Pro" to add in my Quote, it should also add the "Warranty" product automatically to my Quote. 1. Product Rule : Create a Product Rule of type Selection and scope equals Quote.  Type: Selection Active: checked Conditions Met: All Scope: Quote Evaluation Event: Always 2. Error Condition : Add an error condition to the Product Rule. This product rule will run if this error condition returns true. As per the use case, it should run if there is a product added to the Quote with a Product code as "MBPRO" Tested Obje

DumpIT - Migrate / Clone Salesforce Org - Data

How complicated can it be to clone data from one Salesforce Org to another? It can take from minutes to weeks depending on the number of objects and relationships between them. I am glad to share a tool I developed which may save you a lot of time. DumpIT comes as an executable jar file which helps to clone data from one Salesforce Org to another. Recently Salesforce released a feature to clone a Sandbox but it has its own limitations and cannot always be used. How to use DumpIT? Prerequisite - You must have Java installed and setup on your local machine. Try running "Java -v" command on your command prompt to make sure its all setup and working.  Step 1: Download the tool Download the tool from this link https://crossdoor.io/dumpit/ Create a folder on your local machine and place all the three downloaded items in that folder. You will see these three items: results folder: Success and Error files are placed on this folder on execution, for each object. You can

Exporting Files/Attachments from Salesforce

While working on a Salesforce migration project where I was asked to export a set of attachments from one Salesforce Org to another, I developed this tool. The customer had millions of attachments in their source Org and only a few thousands had to be migrated. What are the existing options in the market? Few of the existing options suggested by different people were: Use Weekly Export. I could use it but I only had to export a few thousand attachments from millions and I can only run it once a week. Use dataloader.io. The free version only allows me to extract limited records on a day. Where can I download this from? I developed a JAR file which did the job for me and wanted to share it with everyone.  Download URL: https://www.crossdoor.io/sfdcfiles/ There are 2 files build.properties SFDCFiles.jar First step is to setup build.properties with the Org credentials and SOQL to extract data from. How to run this? To run this Jar file execute the below command on yo