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Play by Play: Mastering Salesforce Metadata Merge Strategies

In this session, we’ll take a deep dive into the behind-the-scenes building blocks that make up Salesforce and how it can be exported, modified, and restored to other instances. We’ll review tools used, common pitfalls, and useful best practices.
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Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, Play by Play: Mastering Salesforce Metadata Merge Strategies, Matt Kaufman and Don Robins take a deep dive into the behind-the-scenes metadata that powers Salesforce, and strategize a solution to a real-world scenario where they must extract both application metadata and business data from a source Salesforce org and merge it with a separate target Salesforce org. They discuss leading tactics, tools used, common pitfalls, useful best practices, and the challenges faced. By the end of this course, you’ll have a solid understanding of some best practices for splitting and merging orgs, and how these practices can be applied to standard org maintenance as well.
Play by Play: Mastering Salesforce Metadata Merge Strategies
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