Migrating Group Assignment changes from Sandbox to Sandbox
Configure Target Org
1.Login to your Sandbox Org where you've made the changes to Group Assignment.
2. Navigate to Setup and search for App Manager.
3. Select New Connected App.
4. Enter a name for the Connected App Name - we recommend using 'Group Assignments' as your name. The API name will default based on the app name you choose.
5. Use your CRM Administrator's email address for the Contact Email.
6. Under API (Enable OAuth Settings), check the Enable OAuth Settings checkbox.
7. Set the Callback url to:
https://test.salesforce.com/services/oauth2/callback
8. From the Available OAuth Scopes list, select Full Access and Add.
9. Save your changes.
10. Copy the Consumer Secret and Consumer Key for later use.
Configure Source Org
1. Login to your Sandbox Org where you've made the changes to Group Assignment.
2. You're going to create three remote sites using the criteria listed in each table below:
- Navigate to Setup, then search for and select Remote Site Settings.
- Select New Remote Site.
Notes for clients using MYDOMAIN:
- Your Production URL may look different than the examples listed.
- Additional remote sites may be needed and will be included in errors received during Refresh.
|
Connected App Name |
Remote Site URL |
|---|---|
|
AuthenticationSite |
https://test.salesforce.com |
|
Copy the Consumer Secret and Consumer Key for later use. |
|
|
GAS_Sandbox |
Copy and paste your Sandbox org's URL here. (For example: https://cs46.salesforce.com/). |
|
GAS_SandboxVF |
Use the following, replacing the csxx with your Target (Sandbox) Org's node number: https://targetx-base.csxx.visual.force.com |
Configure Custom Settings
- In your Sandbox org (Source Org), navigate to Setup and search for Custom Settings.
- Select the Manage link for Remote Connections.
- Select New.
- Enter a Name for the Sandbox Org (Target Org), such as GAS_sandbox
- Copy the Consumer Secret from your Target configuration into Client Secret.
- Copy the Consumer Key from your Target configuration into Client id.
- Set the Login url to:
https://test.salesforce.com
- Save your changes.
For clients using Government Cloud: If your institution is using Government Cloud, update the 'https://login.salesforce.com' to your 'my domain' org URL.
Important: If you make changes to remote sites, you will need to EXIT the TargetX Builder and reopen in order to successfully migrate Group Assignments.
Notes about Remote Site Settings:
- In Sandboxes, Remote Site settings will need to be recreated after a sandbox refresh.
- If Remote Site Settings are incorrect or missing, users will receive an error about an Unauthorized endpoint.
When you've finished the above steps, you'll want to validate the Group Assignment migration before you deploy/publish.