Salesforce Bulk Migration

Owned by prasanalakshmi
Last updated: Aug 31, 2022 by Rajeswar Rajendran
3 min read

Opsera enables you to perform metadata migration using the Salesforce Bulk Migration Task. You can use this task to migrate all the metadata components available for the selected component types from Salesforce Org to Git branch.

Workflow

To start the migration, a Salesforce Bulk Migration needs to be created as a task. Once the task has been created, run it to select the metadata component types and the target branch to bring in the changes. Opsera will push the code to the configured branch of the repository during complete sync-up and override any components that are present there. You can view the logs once the Salesforce Bulk Task has been triggered.

In this section:

  • Create Salesforce Bulk Migration Task

  • Run Salesforce Bulk Migration

  • View Salesforce Bulk Migration Logs

Create Salesforce Bulk Migration Task

  1. Login to Opersa, and navigate to Operations > Tasks.

  2. Click New Task.

  3. In the Create New Task popup, enter the following details.

  • Name: Enter a name for the task.

  • Type: Select Salesforce Bulk Migration from the dropdown.

  • Jenkins Tool - Select an established Jenkins tool from the Tool Registry.

  • SFDC Account - Select an established Salesforce tool from the Tool Registry.

  • Account - Select the configured SCM account that has previously been added in the selected Jenkins tool in the Accounts tab.

  • Repository - Select a Repository from the SCM account.

  • Branch - Select a branch where the changes will be merged. To create a new branch, toggle Create a new branch to on, and provide a new branch name and select a parent branch. Existing and modified files will be pushed onto this parent branch.

4. Click Create.
Once the task is created, you need to run the task to successfully merge the task.

Run Salesforce Bulk Migration

  1. Navigate to Tasks and open the created salesforce bulk migration task.

  2. Click Run Task.

  3. In the Opsera Task Confirmation popup, choose to create a branch or select an existing branch.

  • Use Existing Branch: To use an existing branch, select from the Branch dropdown.

  • Create a new branch: To change the branch where the files are getting synched by creating a new branch, toggle Create a new branch to on. Provide a branch name and select an Upstream Branch from which the feature branch will be created.

4. Click Run Task.

5. In the Salesforce Bulk Migration Wizard popup, click Start a New Instance.

6. Select the component types and click Proceed with Selected Components.

7. Under Salesforce Bulk Migration Wizard Confirmation Screen, verify the components selected and click Proceed. 

View Task Activity Logs

View the Task Activity Logs once the Salesforce Bulk Task has been triggered and is running to see the components that were retrieved and the total count against each component type. To view the console log, locate the Run number you want to monitor and click console log in the Log Type column.