I have one org, that I need to copy to an new org. It is a VERY simple structure - just Accounts, Contacts and Opps and 3 custom objects that are children of Opps. The business has split and they now need two orgs that start out the same.
So I thought, easy, let's just use the Metadata API to copy from one org to another.
Nope, not so easy.
Here are the things I needed to do in my new Org to be able to simply Copy over the structure.
Setup
- Set Sharing Rules
- Turn on State and Country Picklists
- Turn on Multi Currency (which of course requires you to contact support, AFTER setting the Enable Multicurrency checkbox AND granting access to your Org).
Account
- Turn on History Tracking
- Even then the metadata had a dummy spit and I had to remove all field history tracking from my XML due to this https://success.salesforce.com/issues_view?id=a1p30000000T5hTAAS
- I had to delete the Search Layouts metadata.
- Add all values to Standard Picklist Fields
- Manually add RecordTypes
- Remove CurrencyISOCode field until multi Currency is enabled.
- Delete all references to fields and weblinks and FieldSets from three managed packages that I probably won't install in the new org.
Contact
- Remove CurrencyISOCode field until multi Currency is enabled.
- Remove all Field History Tracking references
- Delete all references to fields and weblinks and FieldSets from three managed packages that I probably won't install in the new org.
Opportunity
- Manually add RecordTypes
- Remove all Field History Tracking references
- Remove CurrencyISOCode field until multi Currency is enabled.
- Delete all references to weblinks from three managed packages that I probably won't install in the new org.
Custom Objects
- Create Custom Objects Manually
- Create Record Types Manually
- Create Page Layouts Manually
- Set Feed Tracking on Custom Objects
- Refresh metadata to bring in new Objects and Page Layouts into the Metadata
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