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Linkhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5oPEAQ
PricingFrom US$2000/year http://www.prodly.co/pricing/
5 Users / YearFrom US$2000/year
Description

Moves data from Prod to Sandbox or Prod to another Prod

Change Sets for Data - I like that tag line.

Details

http://www.prodly.co/

There are a plethora of these apps out there now - this just happens to be one that I've used and it does the job. 

Setup

Just install it. Grant access to Admins only. 

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It REALLY NEEDS more Documentation - especially to explain all the errors. It needs a Wiki to list every error that they have troubleshooted so that it can help new users down the track

There is no support contacts listed on their website

Notes

It seems to be pretty easy to configure.

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  • I want an automatic Truncate of the result data after X days - you don't need that hanging around taking space in your org. See how Skyvva does it. (Unless the result data could be used to do a continuous deployment type thing. 
  • I would like a status bar of some sort to see how far through the deployment you are. 
  • More info on the "Failure" email because creating 5000 records is not a complete "Failure" 
  • Have a button to test the connection to the connected org before you deploy. 
  • I want a way to "re-deploy" individual records. 
    • Eg, I transferred ALL accounts owned by inactive users even thou

Tips

Installation

  • Make sure you add the Prodly Admin permission set to the users that will use it - you will get all sorts of weird errors otherwise. 

Setup

  • Add Record Type and Replicate Owner to the main list view. 
  • When you are looking down the list of Child Records and you are mainly dealing with custom objects - scan down the Namespace column and pick out just the ones ending in __c. 
  • Don't set Replicate Record Type until you have gone back in and checked that Data Set - use this as your "ready to go" checkbox. 

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  • Set the UI Setting to enable updates to records with inactive owners before deploying. 
  • Actually - make sure all your records are owned by active users anyway, or you may get this error OP_WITH_INVALID_USER_TYPE_EXCEPTION:Operation not valid for this user type:-- and it looks nasty http://salesforce.stackexchange.com/questions/24390/mysterious-op-with-invalid-user-type-exception-operation-not-valid-for-this-use    
  • Wait a while after you create a sandbox to start deployment or you will get a 503 error. 
  • Change the layout of the Deployment Results page to display Deployment Batch and Deployment Record Results in reverse DateCreated order, so you can refresh and keep an eye on what's going on. 

Issues

Setup

  • It doesn't give you correct error messages until you go to deploy it. 
  • Bug? I have two fields on Campaign named Start Date (yeah, I know, I didn't set it up). The custom fields do not show. is this because it is just reading the metadata based on Label and not duplicating the fields? 
    • Yes! that is exactly what it is. I renamed the standard Start Date and End Date to XStart Date and XEnd Date and now the custom Start and End dates appear. PLEASE display fields based on API Name not Label. 
  • It doesn't seem to like dates with GMT offsets  eg 2015-01-01T00:01:01+10:00 ERROR at Row:1:Column:70 line 1:70 mismatched character '+' expecting set null
Warning

I don't know how I did it but I was doing a final check after setting up a complex setup and I wanted to delete one data set. It deleted EVERYTHING. (This is documented, in the help docs now that I have the help docs, but you will probably do this before you realise how it all works). I bought them all back from the recycle bin but it had lost ALL its configuration. Start again. (sad)

Then It added duplicate data sets, so I tried to replicate what I did by deleting everything, but then I had to go ahead and delete each record one by one. There is

Deploy

  • Grrr! I mass transferred all records to active owners BEFORE I deployed and I am still getting INVALID user errors on some Accounts even though the owner is a current user.
  • The amount of emails you get is rather annoying. 

New Sandboxes

  • You need to re-create your connections whenever you refresh the sandbox. 

 

Questions

Setup

  • What is Create Missing on External IDs - one was on a custom date field on Campaign - how would it create missing dates? Nothing in the docco about this. 

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