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
  • 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.