Copying an Org

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). 
• Enable One Contact to Many Accounts. 

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
• Delete a few dozen Validation Rules and Custom Fields with formulas where they would not save via Metadata - then I will have to go and find them again and create them manually. 

Layouts

• Create all the Layouts manually
• Refresh the metadata
• Copy over all the Layouts

Perms

• Create the profiles manually
• Reset all the profiles - thankfully The Welkin Suite makes this easy.