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Updating Group Assignment changes in Production org (Prod to Prod)

Configure Target Org

  1. Login to your production Org where you've changed Group Assignment.
  2. Navigate to Setup and select Apps > 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://login.salesforce.com/services/oauth2/callback

  1. From the Available OAuth Scopes list, select Full Access and Add.
  2. Save your changes.
  3. Copy the Consumer Secret and Consumer Key for later use.

Configure Source Org

  1. Login to your production Org where you've changed Group Assignment.
  2. You're going to create three remote sites using the criteria listed in each table below:
    1. Navigate to Setup, then search for and select Remote Site Settings.
    2. 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

Contact Email

Enable OAuth Setting

Callback url

Available OAuth Scopes

AuthenticationSite

CRM Admin email

checked

https://login.salesforce.com

Full Access

Copy the Consumer Secret and Consumer Key for later use.

 

Connected App Name

Contact Email

Enable OAuth Setting

Callback url

Available OAuth Scopes

GAS_Prod

CRM Admin email

checked

Copy and paste your production org's URL here. (For example, https://na46.salesforce.com/ ). 

Full Access

 

Connected App Name

Contact Email

Enable OAuth Setting

Callback url

Available OAuth Scopes

GAS_ProdVF

CRM Admin email

checked

Use the following, replacing the xxxx with your Target Org's node number: https://targetx-base.xxxx.visual.force.com

Full Access

Configure Custom Settings

  1. In your production org (Source Org), navigate to Setup, then search for and select Custom Settings.
  2. Select the Manage link for Remote Connections.
  3. Select New.
  4. Enter a Name for the production Org (Target Org), such as GAS_prod
  5. Copy the Consumer Secret from your Target configuration into Client Secret.
  6. Copy the Consumer Key from your Target configuration into Client id.
  7. Set the Login url to:

https://login.salesforce.com

  1. Save your changes

 

For clients using Government Cloud: If your institution uses Government Cloud, update the 'https://login.salesforce.com' to your 'my domain' org URL.

Important: If you make changes to remote sites, you must EXIT the TargetX Builder and reopen it to migrate Group Assignments successfully.

Notes about Remote Site Settings:             

  • In Sandboxes, Remote Site settings must be recreated after a sandbox refresh.
  • If Remote Site Settings are incorrect or missing, users will receive an error about an Unauthorized endpoint.

 

After finishing the above steps, you'll want to validate the Group Assignment migration before you deploy/publish.

 

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