Data-Sync-Pro Record-Based Configurations Downloader

Overview

In Salesforce, many apps are increasingly using Salesforce objects or custom settings to configure their process-related settings, commonly referred to as record-based configurations. These configurations are stored as normal records (data) but function as "metadata." Deploying these record-based configurations can be challenging, especially when data relationships are complex.

Data Sync Pro is a native Salesforce app available on the AppExchange, designed to streamline the creation of reusable data migration templates and facilitate the efficient transfer of data between Salesforce environments, while maintaining data relationships in the target org.

This VS Code extension allows you to download all record-based configurations(to be deployed by Data Sync Pro) as JSON files into your Salesforce project folder. This enables you to include them in your code repository and integrate them into your DevOps process. To fetch the configuration data, check the "Record-Based Configurations Deployment?" checkbox on your Pipelines and/or Executables in Data Sync Pro. The downloaded data will match exactly what will be deployed in the Data Sync Pro app.

Features

• Download record-based configurations as JSON files into the Salesforce project folder to match the data deployment via Data Sync Pro.

Requirements

• Salesforce CLI (sfdx) is installed.
• Salesforce project is opened and connected to the environment with Data Sync Pro installed.
• Current user has access to Data Sync Pro's Pipeline and Executable records that are "Record-Based Configurations Deployment?" checked.

Usage

• Open the Salesforce project in VS Code.
• Run the command DSP: Download Record-Based Configurations via the Command Palette (Ctrl+Shift+P for Windows, Command+Shift+P for Mac OS).
• The manifest file and record-based configurations will be downloaded to the force-app/main/default/data-sync-pro folder, with each Pipeline having its own subfolder within.

License

This project is licensed under the MIT License.