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Need more FAQs related to Custom MetaData feature

Open dwindibank opened this issue 6 years ago • 3 comments

Here are some questions I have that I was having a hard time figuring out answers for, and it would be great if there were in the FAQ:

"Should I be using the original DLRSs or the new Custom MetaData version of DLRS"

"How do I move my DLRS to production"

dwindibank avatar Apr 19 '18 15:04 dwindibank

If you have upgraded from a version before the custom metadata option this can be confusing i agree. New installations via the permission sets shipped do not include the old original DLRS tab. Basically though i recommend the Custom Metadata version of DLRS. This means that you can transfer your rollups from sandbox to production using Change Sets, as well as the apex trigger and apex test generated by the Manage Child Triggers button. For more information you can see this blog https://andyinthecloud.com/2015/12/24/declarative-lookup-rollup-summary-tool-and-custom-metadata/ (listed from the doc section in the README). I will keep this issue open though, since clearly this needs improving! Thanks.

afawcett avatar Apr 22 '18 00:04 afawcett

I can take ownership of this!

DanDonin avatar Oct 02 '18 03:10 DanDonin

Tooling called out in #271 for a migration tool.

Would be good to make sure our docs provide detailed instructions for manual migration.

aheber avatar Mar 18 '23 18:03 aheber