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Migration Using Eclipse

Migration Using Eclipse in Salesforce

Before doing all the following things, Install Java JDK or JRE into computer

Installation of Force.com Plug in to the Eclipse:

Double click on eclipse.exe file and Go to Help à Software Updates

Learn Salesforce Online With Free Tutorials

Click on the “Add Site” button in the following screenshot

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Add the URL “http://www.adnsandbox.com/tools/ide/install/” in the Location, then click “OK.”

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

After we add the site, Eclipse will download the list of available plugins and display them in the Available Software dialog.

Check the box next to the Force.com IDE plugin then click “Next”

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

the Install Details dialog, click “Next,” then accept the terms and click “Finish.”

Eclipse will download and install the Force.com IDE and any required dependencies.

When installation is complete, Eclipse will prompt to restart. Click “Yes.”

Once Eclipse restarts, select Windows —>  Openperspectives —> others —>  select “Force.com”, then click “OK.”

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Procedure for taking the Force.com Project:

Go to the Navigator and click on right click button and follow the path below:

New —> Click on Force.com Project

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Enter the following details and click on the “Next” button
1. Project Name
2. User name
3. Password
4. Security Token(Note: We have to enter only Security token)
5. Environment àSelect Production/Developer Edition or Sandbox
6. Give Proxy Settings(Select Direct Connection to the Internet)

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Choose the option “Selected metadata components” and click on the “Choose” button

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Click on the “Select All” button to get all the metadata components and click on “OK” button

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Click on “Finish” button in the following screen shot

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Once we click on “Finish” button, a small window will come that gives the Progress Information

After completing all the above steps, we can able see all the metadata components that are there in developer edition.
The following screen shot gives the information about the all the metadata components. It will display all the objects, page layouts, triggers, Vf pages…etc that we have created in Developer edition

Note: Click on “+” symbol to get all the components under that section Ex: Click on “+” symbol beside the Objects to get all the standard and custom objects in the developer edition

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

1). First Procedure for Migrating metadatea from one sandbox to another sandbox:

Select the metadata component (Ex: Objects) from one sandbox(i.e Source Sanbox).

Click on the “Right Click” button and go the following path Force.com —> Deploy to Server….

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Enthusiastic about exploring the skill set of Salesforce? Then, have a look at the blog post to gather additional knowledge on Salesforce Training and Certification.

STEP!: 

Enter the following Destination Sandbox details in the next screenshot

  • User Name
  • Password
  • Security Token
  • Select the Environment

Note: I have taken the project with the user name: anilreddym11@gmail.com (Source Sandbox) and I am migrating the metadata from this sanbox to sandbox with the user name: anil.male@wipro.com (Desination sandbox)

Click on the “Next” button

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Step2: Uncheck “Destination archive” check box and click on the “Next” button

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Step 3: The following screenshots displays all the objects Green colour marked indicates that those objects are not there in the desination environment

Yellow colour marked indicates that those objects is already there in destination environment and it will ask for overwrite.

Click the “Validate Deployment” button to validate the deployment, if it success then Then click on “Next” button

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Step 4: Click on the “Finish” button

Second Procedure for Migrating metadata from one sandbox to another sandbox by using compare with

We need to take the two projects (i.e Sandboxes). First one is Source Sandbox and second one is destination sandbox
Anil Dev 1=Source Sanbox
Anil Dev 2=Destination Sanbox

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Select two projects and click on right click button and go to the following path Compare with à Click on “Each Other”

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

The following screenshot gives the all the components that are different each other (i.e the components that are different from source sandbox and destination sandbox) Click on symbol “+” sign beside any component (Ex: Objects) for seeing all objects

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

1. Double click on component (Ex: Account Object)

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

The following screenshot says us about the differences from source sandbox to destination sandbox for Account Object.

The blue colour marked content shows that the component that are there in Anil Dev 1 and which is not there in Anil Dev 2

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Use the following buttons at right side of Text Compare window for moving the data from left to right and figuring the differences from top to bottom or vice versa.

Learn Salesforce Online With Free Tutorials-Migration Using EclipseCopy all from left to right

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse=Copy all non-conflicting changes from left to right

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse=Copy current change from left to right

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse= Copy current change from right to left

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse= To move into Next Difference

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse = To get the Previous Difference

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse= To move into Next Change

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse= =To move into Previous Change

The following screen shot shows that the Object called “Customer” that is there in Anil Dev1 sandbox. And moving that object into Anil dev 2 sandbox

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Click Learn Salesforce Online With Free Tutorials-Migration Using Eclipseon the button to copy current change from left to right.

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

Click on Ctrl+S to save the differences into Anil Dev 2 sandbox.

The following window shows the “Progress Information”

Learn Salesforce Online With Free Tutorials-Migration Using Eclipse

After Completion of above progress, make sure that no errors found then login into the Anil Dev 2 sandbox and check the “Customer” object is created or not.

Note: Using Eclipse, we can move the data from source sandbox to destination sandbox and also from description sandbox into source sandbox.

For indepth understanding on Salesforce click on

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Migration Using Eclipse
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1 Responses on Migration Using Eclipse"

  1. krishna gupta says:

    Hi,

    I want to know how to migrate salesforce data from one salesforce dev organisation to another salesforce dev organisation.
    Please let me know all the possibilities how we can move the data.

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