9. Migrate Resources

Migrate resources such as custom buttons, OFC_Template records, etc. from the Sandbox to the production environment.

 

9.1. Resources & How to Migrate

 

Resources Details How to Migrate
Custom Button Custom button created on the target object Change set or migration tool.
Page layout Page layout with the custom button Change set or migration tool.
Permissions Permissions for Office File Creator Manually grant authorizations for custom objects, fields, etc. to profiles.

If you have created a permission set for Office File Creator, grant the permission set to the target user after migrating the permission set with a change set or migration tool.

Template Record OFC_Template record, OFC_Child Object Option record Dataloader.

 

Template File Attachment record After creating the OFC_Template record in the production environment, upload the file from the OFC_Template record page, or Using Dataloader.

*The free version allows template files to be uploaded only from the OFC_Template record screen.

 

Migration of Template Files

To migrate a template file using the data loader, set Attachment.Id to the "Template File Id (system)" field (API name: TemplateFileId__c) in the OFC_Template record.

  1. Create OFC_Templater record.
  2. Create Attachment record. Set OFC_Template__c.Id to the ParentId field.
  3. Update TemplateFileId__c in OFC_Templater record to Attachment.Id.

* The TemplateFileId__c field is hidden in the OFC_Template page layout.

     

     

    9.2. References

    Please refer to the official Salesforce help page below for more information on change sets and Dataloader.

    ・Deploy change sets from sandbox to production

    https://help.salesforce.com/s/articleView?id=000315564&type=1

     

    ・Dataloader

    https://developer.salesforce.com/docs/atlas.en-us.236.0.dataLoader.meta/dataLoader/data_loader.htm