Wave Embedded Grid Migration

This document outlines the steps required to migrate Wave Grids from one Salesforce organization to another organization.

Prerequisites

1. Salesforce Administrator Access: Ensure the user performing the migration has System Administrator privileges and the Designer role in Valorx Wave Embedded.

2. Matching Package Versions: The installed Valorx Wave Embedded package version must be identical in both the source and destination Salesforce organizations.

3. Data Migration Tool: Use a compatible data migration tool such as MuleSoft, Copado, or Salesforce Inspector. This document uses Workbench as an example.

Important Notes

1. Applicable Scope: The migration process is specific to Wave Grids only.

2. Grid ID Changes: Wave Grid IDs will change during the migration process.

3. Sharing Restrictions:

   • Only grids not shared with other users are eligible for migration.

   • Grids with global assignments can be deployed.

   • Grids shared with specific users or using custom grids are not supported.

4. Unsupported Features: Migration of Related Grids is not supported.

Migration From Source Org

1. Log in to the Source Salesforce Org Access the Salesforce organization where the grid is currently located.

2. Open Valorx Wave Use the App Launcher to navigate to Valorx Wave.

3. Locate the Grid

   • Create a new grid or select an existing one from the Wave Dashboard.

   • Click Edit and copy the Grid Name from the Grid Wizard.

   

   How to find Grid Name

4. Log in to the Data Migration Tools (Eg: Workbench) Use your source Salesforce Org credentials to log in to Workbench.

5. Run the Query in Workbench

   • Navigate to the queries section from the top menu bar.

   • Select SOQL Query from the dropdown.

   • Under View As, choose Bulk CSV.

   

6. Paste and Customize the Query

   • Copy and paste the following query into the query box:

     SELECT valorxwave__API_Name__c, valorxwave__Description__c, 
     valorxwave__Display_Option__c, valorxwave__fields__c, 
     valorxwave__Is_Publicly_Accessible__c, valorxwave__Label__c, 
     valorxwave__Object_Name__c, valorxwave__query__c, 
     valorxwave__Settings__c, valorxwave__Type__c  
     FROM valorxwave__view__C  
     WHERE valorxwave__Type__c = 'GLOBAL' AND
     valorxwave__Label__c IN ('YOUR_GRID_NAME_1', 'YOUR_GRID_NAME_2')  

   • Replace YOUR_GRID_NAME_1 with the grid name copied from the Global View Name. If migrating multiple grids, add grid names as comma-separated values (e.g., 'Grid_Name_1', 'Grid_Name_2').

7. Execute the Query

   • Click Query to run the query.

   • If no results are returned, ensure that the grid is permitted for export and not a custom grid.

   

8. Download the Results

   • Once the query is executed successfully, click the Download icon to save the results as a CSV file.

9. Prepare for Target Org Import

   • Log out from Workbench.

   • Log in again using the target Salesforce Org credentials to prepare for importing the data.

   

Migration to Target Org

1. Access Data Import in Workbench

   • From the top menu bar, click data and select Insert.

   • Set the Object Type to valorxwave__View__c.

2. Upload the Exported File

   • Select From File and upload the CSV file exported from the source org.

3. Map and Insert Data

   • Click Next to proceed.

   • Map the fields as required and click Confirm Insert to start the data import process.

4. Verify Insert Status

   • Check the results. If you see Result: Success and Status: Created, the Wave Grid has been successfully migrated.

   

After Successful Migration

1. Log in to the Target Salesforce Org

   • Use your credentials for the target org.

2. Access Valorx Wave

   • Navigate to App Launcher, search for Valorx Wave, and open the application.

3. Verify the Migrated Grid

   • The migrated grid should now be visible on the Wave Dashboard.

   

   Before Migrating Grid

   

   After Migrating Grid