Configuration.

Table of Contents



How to Configure SFDMU ⇧

SFDMU can be configured using a single JSON file named export.json. This file specifies the objects and fields to be migrated, focusing on fields that are updatable in the target metadata.

Basic Configuration: Upserting Accounts ⇧

To upsert accounts, structure your export.json file as follows:

{
    "objects": [
        {
            "query": "SELECT Id, Name FROM Account",
            "operation": "Upsert",
            "externalId": "Name"
        }
    ]
}

Advanced Configuration: Upserting Multiple Related SObjects ⇧

Below is the sample objects model:

image

For a data model with complex circular relationships between SObjects, where each record has a unique Name, you can maintain these relationships using the Name field as an External ID. Here’s how to configure export.json for such a scenario:

{
    "objects": [
        {
            "query": "SELECT Id, Phone, TestObject3__c FROM Account WHERE Name LIKE 'TEST_ACC_%'",
            "operation": "Upsert",
            "externalId": "Name"
        },
        {
            "query": "SELECT Id, Account__c, TestObject3__c, RecordTypeId FROM TestObject__c",
            "operation": "Upsert",
            "externalId": "Name"
        },
        {
            "query": "SELECT Id, Account__c, TestObject__c FROM TestObject2__c",
            "operation": "Upsert",
            "externalId": "Name"
        },
        {
            "query": "SELECT Id, TestObject2__c FROM TestObject3__c",
            "operation": "Upsert",
            "externalId": "Name"
        }
    ]
}
Notes
  • Ensure that object API names in your export.json queries are spelled correctly as they are case-sensitive.
Last updated on 20th Apr 2024