Splitting and Merging Orgs with Snapshot

This document explains how Metazoa Snapshot can be utilized to merge or split Salesforce organizations (orgs).

Prerequisites

• Metazoa Snapshot tool.
• Salesforce orgs to be merged or split.

Merging Salesforce Orgs

Merging Salesforce orgs involves combining the customizations and metadata of two source orgs into a single destination org.

Steps

1. Set up the Orgs: Set up three Salesforce orgs; two source orgs (Org 1 and Org 2) and a destination org (Org 3).
2. Take Metadata Snapshots: Log in to each of the three orgs and take metadata snapshots.
   • For Org 1, this captures all the customizations from Org 1.
   • For Org 2, this captures all the customizations from Org 2.
   • For the destination org, this captures the initial state of the org before merging.
3. Connect the Orgs: Using Metazoa Snapshot, connect all three orgs by creating deployment arrows between them.
4. Deploy Metadata: Right-click on any deployment arrow and select “Deploy Metadata”.
   • This will display the metadata assets from the source org that are different from the destination org. For instance, if a custom object is different or missing in the destination org, it will be highlighted.
5. Transfer Metadata Assets: Go through the metadata types that you want to merge and move them to the destination org. This can be done individually or all at once using the “Difference Tool” or the “Missing Tool”.
6. Delete Unwanted Assets: Optionally, you can delete assets from the destination org that you do not want to keep.
7. Resolve Conflicts: Resolve any conflicts or issues that arise during the metadata merge. This might include handling differences in custom objects, fields, or other metadata types.
8. Finalize the Merge: Continue deploying metadata from both source orgs to the destination org until all desired assets are merged.
9. Review Metadata Differences Report: Optionally, right-click any deployment arrow and bring up a metadata differences report to review any missing or different metadata between orgs.
10. Migrate Data: Once you have merged all the metadata and are satisfied with the setup of the destination org, you can start building datasets and migrating data into it.

Splitting Salesforce Orgs

Splitting Salesforce orgs involves dividing the metadata assets of a source org into two or more destination orgs.

Steps

1. Set up the Orgs: Set up the Salesforce orgs that you wish to split.
2. Take Metadata Snapshots: Log in to each org and take metadata snapshots.
3. Connect the Orgs: Use Metazoa Snapshot to connect the orgs by creating deployment arrows.
4. Divide Metadata Assets: Divide common metadata assets between the destination orgs. This process is similar to merging but in reverse.
5. Clone Salesforce Org (Optional): If required, you can clone a Salesforce org by moving all the metadata from the source org into the destination org.
6. Finalize the Split: Continue the process until all desired assets have been divided among the destination orgs.
7. Migrate Data: Build datasets and migrate data as required.

Conclusion

Merging and splitting Salesforce orgs require expert knowledge and meticulous handling of metadata and data. Metazoa Snapshot provides the necessary tools for effectively managing this process. After merging or splitting orgs, it is essential to review and validate the metadata and data in the destination org(s) to ensure everything is set up correctly.