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Rollup Helper Migration Guide

You may use either the User Interface Approach or Command Line Approach described here
to migrate rollups from one Salesforce environment to another.

Prerequisites


To migrate rollups, you will need to make sure the following dependencies are setup in your target Salesforce environment.

  1. Custom Fields used in your rollup and filters.

  2. Rollup Helper is installed

    1. Production - http://rh.passagetech.com

    2. Sandbox - http://rh-test.passagetech.com



User Interface Approach


To import a rollup you will need to export your rollups into a CSV file and create all of the fields used by your rollups in the organization where you perform the import.


Generate CSV

  1. Login to your source organization, click the Export Rollups tab.

  2. Select the rollups you would like to export, click the Export button.

  3. Click the Download button, this will create a rollups.csv file.


Import CSV

  1. Login to your target organization

  2. Go to Setup -> Data Management -> Import Custom Objects -> Start the Import Wizard.

  3. Select Rollup Export then click next.

  4. Upload the rollups.csv file downloaded in step 3, click Next.

  5. Ensure No is selected then click next.

  6. Select None for field record owners then click next.

  7. Choose the file you created earlier and then click next.

  8. Map type__c to type, RollupOrFilterData__c to Rollup or Filter Data, and filterJobRollupKey__c to filter job rollup key and then click next.

  9. Ignore the warning and click Import Now! and then click Finish.


After that your rollups and associated filters and schedules will be inserted or updated!


The following video walks you through the user interface approach of migrating rollups

Rollup Migration





Command Line Approach

To import a rollup using the command line, you will need to install the Force.com Migration Tool

Once installed then just follow the directions below to configure the ant script.

Configuration

  1. Download the antProject.zip file and extract its contents.

  2. Move the antProject directory into the salesforce_ant directory.

  3. Generate an encypted password

    1. Open a command prompt.

    2. Change the directory to the bin directory of DataLoader.

    3. In the command prompt type: encrypt.bat -g test

    4. Hit enter and then the key will be generated. Copy the key and paste it in the key.txt file located in the antProject/config folder.

    5. Type encrypt.bat -e yourPasswordFollowedDirectlyByYourSecurityToken and then the location of key.txt file (for example if my password is joe and security token is 193823a then I would type: encrypt.bat -e joe193823a C:\salesforce_ant_30.0\antProject\config\key.txt).

    6. Hit enter and then your encrypted password is generated.

  4. Edit properties in the build.properties file.

    1. file - filename for CSV of rollup metadata

    2. soql - selects the exported rollups, may be customized based upon use case

    3. user name, encrypted password, and pathToKey - credentials to access salesforce organization,

    4. pathToMap - location of mapping of CSV columns to custom object fields

Migrate

After the properties are set just navigate to the antProject directory in the command prompt.

  1. Then type ‘ant exportRollups’ to create a file called ExpRollups.csv in the antProject/Export directory.

  2. You can import by typing ‘ant importRollups’


Rollup Helper Migration Guide

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