Project Steps

Sno Steps
1 Analayzing the differences between existing CORP SF Production and BIZ
2 Backup Metadata of Prod(BIZ SF) and Test (Corp SF Instance)
3 Backup Data of Prod(BIZ SF) and Test (Corp SF Instance)
4 Create ANT Script and Package.xml file to retrieve all the metadata changes

5 Pre-Deployment Activities:-
a. Install all the packages in CORP SF
b. Create all the Profile and Roles
c. Load all the users using apex data loader

6 Deployment:-
a. Run the ANT Script to Load all the object changes into target environment (CORP SF)

7 Post Deployment:-

a. Renaming tabs/fields and creating overrides of buttons where applicable.

b. Setting up assignment rules.
c. Confirming all Field Level Security setup, especially for standard fields.
d. Manually updating standard picklist values and updating list/search views.
e. Setting history tracking for fields.
f. Double checking all dependent picklists and updating dependencies.
g. Moving all the Reports and Dashboards

8 Testing
9 Bug Fixing
10 Moving all the metadata changes to SandboxPro
11 Analyze the data Changes
12 Extract all the data from Source Environment
13 Prepare data to be loaded
14 Testing
15 Bug Fixing
16 Prepare Production Deployment Strategy
17 Production Deployment

Page 1
 Project Steps

Owner Status Issues Faced

Santosh Completed
Santosh Completed
Santosh Completed
Santosh Completed

Santosh Completed
Santosh Completed
Santosh Completed

Santosh Completed

Santosh Completed
Santosh Completed
Santosh Completed
Santosh Completed
Santosh Completed
Santosh Completed
Santosh In Progress Waiting on User Licenses to complete the Post Deplyment

Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress
Santosh In Progress

Page 2
 Issues

Sno Predeployment Steps

1 Create Roles in Test Environment
2 Create Profiles in Test Environment

3 Upload User data in Test Environment

4 Create the Folders for Dashboard and Reports

5 Disable Track Field history
6 Case and Solution Object removed from depolyment
7 Reports, Report Types & Dashboards Removed from Deploy
8 Added all the LOV As mentioned in Sheet2
9 Contract layout(Standard) has missing Pricebook2Id Field
10 Removed Solution Issue field
11 Workflows removed as there no actions defined
12 Installed Data Assesment App 2.2

Page 3
 Issues

Procedure Issue
Use eclipse to move the role and just move Role object alone Field Integrity
Use eclipse to move the Profiles alone

mapped accordingly License Limit Exceeded

Create the Folders in Test Environment Deployment wil

Track field history should be disabled in Leads and Opportunity Deployment wil
Solution Deployment Fa
eclipse. Deployment using ANT encountering some strange issues Deployment Fa

Changed in Contract Layout Directly to add Pricebook2Id in Layout Deployment Fa

</relatedLists>

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000puBxEAI

Page 4
 Reports Folder:- Issues
*HMS Dashboards
*NAD Global Dashboards
Resolution
Biz Dev Dashboards Status
object to private
Goal Attainment Dashboards Roles got created successfully
Ref: https://success.salesforce.com/issues_view?id=a1p30000000T36WAAS
Removed the following line in BD sales Profiles uploaded Successfully
Dashboard
Users and Folders:-
BD Sales Manager
*HMS Reports
<userPermissions>
*NAD <enabled>true</enabled>
Global Reports
*NAD <name>AllowEmailIC</name>
Printable Reports
*NAD Sales Ops Reports
</userPermissions>
icense Limit ExceededDashboard Reports
Biz Dev Users are uploaded successfully with status as inactive. Refer E:\BIZ UserData
Biz Dev Reports
Billing Solutions Reports
Goal Attainment Dash Reports
Salesforce System Folder (DO NOT TOUCH)
Even After Folders are created Deployment was not susccessful and raised a t
Sheet2)
Required field is missing: values
(944451865)

layout field: Pricebook2Id

Invalid field:SOLUTION.ISSUE in related list:RelatedSolutionList; Case-Case Layout %28Standard%29Page Layout00Invalid
Picklist value does not exist

Page 5
 Issues

was not susccessful and raised a ticket for that

tandard%29Page Layout00Invalid field:SOLUTION.SOLUTION_NUMBER in related list:RelatedSolutionList

Page 6
 LOV Added

Following fields Track history is changed

Lead
Lead.Average_Margin__c Custom Field 80 13
Lead.Date_Signed__c Custom Field 187 13
Lead.Vertical_Market__c Custom Field 1498 13
Lead.Revisit_in_Months__c Custom Field 1385 13
Lead.Reason_Unqualified__c Custom Field 1241 13
Lead.Division__c Custom Field 205 13
Lead.Lead_Rating__c Custom Field 769 13
Lead.Lead_Score__c Custom Field 780 13
Lead.Most_Recent_Lead_Source__c Custom Field 922 13
Lead.Originating_Lead_Source__c Custom Field 1014 13
Lead.Other_Reason_Unqualified__c Custom Field 1036 13
Lead.RM__c Custom Field 1227 13
Opportunity
Opportunity.Contribution_Margin__c Custom Field 231 13
Opportunity.Reason_Won_Lost__c Custom Field 924 13
Opportunity.Reason_Won_Lost_Detail__c Custom Field 914 13
Opportunity.RM_Referral_Source__c Custom Field 900 13
Opportunity.Contract_Length__c Custom Field 187 13

Picklist Values added for Lead Status

01- Not Contacted

20-Contacted
50-Qualified
90-Unqualified
Not Contacted
Working
Agreement Sent for Signature
Signed

Picklist values for Opportunity Stage

00-On Hold Open 0 Pipeline
25-Qualified Open 0.25 Pipeline
50-Proposal/Pricing Open 0.5 Pipeline
70-Finalist Open 0.7 Best Case
90-Verbal Open 0.9 Commit
100-Closed/Won Closed/Won 1 Closed
100-Installed Processing Closed/Won 1 Closed
101-Closed/Lost Closed/Lost 0 Omitted

Picklist values for Account lead Source

Appointment Setters
Cold Call
Data.com

Page 7
 LOV Added
Dinerware
LiquorPOS
Other Referral
pcAmerica
RM Referral
Tradeshow/Conference
Xpient

Picklist Values added for Opportunity Type

Existing Customer
New Customer

Picklist Values added for Product Family

Acquiring
Bill Payment
CLPP
eCommerce
Encryption
Equipment
Freshtxt
LevelUp
Mobile
Payroll
HMS
Smartlink
Tokenization

Picklist Values added for Task Field : Priority in Activities

Low

Picklist Values added for Task field : Status in Activities

Not Started
In Progress
Waiting on someone else
Deferred

Picklist Values added for Task Field : Type

Email
F2F Meeting
Web Meeting
ClearSlide Live Pitch
ClearSlide Email Pitch

Picklist Values added for Field Type in Campaign Added

Page 8
 LOV Added
Advertisement
Telemarketing
Banner Ads
Seminar / Conference
Public Relations

Picklist Values Added for Account Contact Role

DM
RM
TM

Page 9
 LOV Added

The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false
The entity: Lead does not have history tracking enabled Track history is set to false

The entity: Opportunity does not have history tracking enabled Track history is set to false
The entity: Opportunity does not have history tracking enabled Track history is set to false
The entity: Opportunity does not have history tracking enabled Track history is set to false
The entity: Opportunity does not have history tracking enabled Track history is set to false
The entity: Opportunity does not have history tracking enabled Track history is set to false

Assigned dynamically
Assigned dynamically
Assigned dynamically
Assigned dynamically
Assigned dynamically
Assigned dynamically
Assigned dynamically
Assigned dynamically

Page 10
LOV Added

Page 11
LOV Added

Page 12
 Sheet4

Sno Object Name

1 Account
2 Account
3 Account Contact Role
4 Asset

5 Campaign
6 Campaign
7 Campaign Members
8 Campaign Members
9 Case
10 Contact
11 Contact
12 Contract
13 Forecasting Adjustments
14 Forecasting Owner Adjustments
15 Forecasting Quota
16 Lead
17 Lead & Opportunity fields
18 Opportunity
19 Profiles

Page 13
 Sheet4

Operation

Appointment Setters Picklist values contains Colors

Set Prospect as Default for Type field in Account
Add DM, TM and RM values in Picklist
Picklist values for field Product Family contains Colors

Type Field Contains Picklist Values Advertisement

Telemarketing
Banner Ads
Seminar / Conference
Public Relations
record Type Standard is Added
Picklist values for field Appointment Setters contains Colors
records Types are Defined ...But not needed to create
Record Type and Business Process Exist but not needed
Appointment Setters Picklist values contains Colors
Pipe Drive Id Field Needs to be added
Record Type Exist but not needed
Product Family Field Contains Colors
Product Family Field Contains Colors
Product Family Field Contains Colors
Appointment Setters Picklist values contains Colors
Track History needs to set to True Manually
Stage Name Picklist Contains colors
Inside Sales, Chatter Free User and Marketing user are Mainly used profiles and for these field Level Security must be hidden
NAD, HMS, *Marketing and HPS are used in New Application profiles need to be changed accordingly

Page 14
 Sheet4

Added
Added
Added
Added

Added
Added
Added
Not Needed
Not Needed
Added
Added
Not Needed
Added
Added
Added
Added
Added
Added

Page 15