Migrating AGrid Configurations has been streamlined, making it easier for admins to transfer their detailed setup of AGrid Configurations or Configuration Group from one Salesforce Org to another.

Export/Import AGrid Configurations

AGrid simplifies the process of moving configurations between source and target Orgs with two straightforward features: Export and Import. Here's how it's done:

Exporting AGrid Configuration

  • Navigate to the "Configurations" tab in the source Org and select the AGrid Configurations you want to move.
  • Click the "Export" button on the top right corner of the configuration page.
  • Download the JSON file that is generated.

Importing Configuration

In the target Org where you want to import these configurations, click the "Import" button in the top right corner.

  • Select Files: Upload the downloaded JSON file or drag and drop it into the designated area.
  • Select Configuration: Choose the Configuration(s) you want to import if the JSON file contains multiple Configurations. Select an Action:
          a. Override: Replace existing configurations.
          b. Create as New: Add them as new configurations.
          c. Ignore: Skip importing those configurations.

                                    Import Configuration

                                                                                    Import Configurations as AGrid List View

  • Validation: All configurations will be validated for any errors.
          a. Successful Validation: Look for a reassuring green tick.
          b. Unsuccessful Validation: A red cross will alert you to errors. In such cases, configurations won't be imported, and you may need to update the file and retry the process.

                                    

                                                                            Validation in Import Configuration

  • Status: Upon completion, you'll receive detailed feedback on the import process.

                                      Import Status Screen

                                                                                        Importing Configuration Status

Exporting AGrid Configuration Group

  • Navigate to the "Configurations Group" tab and select the AGrid Configurations Group you want to move.
  • Click the "Export" button on the top right corner of the configuration page.
  • Download the JSON file that is generated. 

Importing Configuration Group

In the Org where you want to import these configurations, click the "Import" button in the top right corner.

  • Select Files: Upload the downloaded JSON file or drag and drop it into the designated area.
  • Select Configuration: Choose the Configuration(s) you want to import if the JSON file contains multiple Configurations.
          a. Select an Action: "Override" to replace existing Configurations, "Create as New" to add them as new Configurations, or "Ignore" to skip them.

                                       

                                                                                 Importing Configuration Group

  • Validation: All configurations will be validated for any errors.
  • Status: Finally, you'll receive feedback on the status of the import process.

 

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