Table 5. A Recommended Sequence for Migrating Objects
|
|
|
Customized Record Types |
Must be migrated before fields. |
Migrating Customized Record Types |
Custom Web Tabs |
Must be migrated before page layouts. |
Migrating Custom Web Tabs |
Custom Fields |
Must be migrated before action bar layouts and page layouts. |
Migrating Custom Fields |
Picklist Values |
Must be migrated after fields and before cascading picklists. |
Migrating Picklist Values |
Cascading Picklists |
Must be migrated after picklist values and before page layouts. |
Migrating Cascading Picklists |
Picklist Value Groups |
Must be migrated after fields, picklist values, and cascading picklists. |
Migrating Picklist Value Groups |
Custom Web Link Fields |
Must be migrated before action bar layouts and page layouts. |
Migrating Custom Web Link Fields |
Concatenated Fields |
Must be migrated after fields, picklist values, cascading picklists, and picklist value groups. |
Migrating Concatenated Fields |
Custom Web Applets |
Must be migrated before homepage, action bar, and page layouts. |
Migrating Custom Web Applets |
Sales Assessment Templates |
Must be migrated before page layouts. |
Migrating Sales Assessment Templates |
Homepage Layouts |
Must be migrated before page layouts. |
Migrating Homepage Layouts |
Action Bar Layouts |
Must be migrated before page layouts. |
Migrating Action Bar Layouts |
Related Information Layouts |
Must be migrated before page layouts. |
Migrating Related Information Layouts |
Access Profiles |
Must be migrated before roles, and page layouts. |
Migrating Access Profiles |
Page Layouts |
Must be migrated before roles. |
Migrating Page Layouts |
Dynamic Page Layouts |
Must be migrated after page layouts and before roles. |
Migrating Dynamic Page Layouts |
Search Layouts |
Must be migrated after fields and before roles. |
Migrating Search Layouts |
Roles |
Must be migrated after the following:
- Access profiles
- Page layouts
- Search layouts
Must be migrated before the following:
- List access and order layouts
- Role associations for analytics folders
|
Migrating Roles |
Integration Event Queues |
Must be migrated before workflow rule action sets. |
Migrating Integration Event Queue Configuration Data |
Workflow Rules |
Must be migrated after fields and before workflow rule action sets. |
Migrating Workflow Rules, Action Sets, and User Sets |
Workflow Rule Action Sets |
Must be migrated after the following:
- Workflow rules
- Integration event queue configuration data
|
Migrating Workflow Rules, Action Sets, and User Sets |
Workflow User Sets |
Must be migrated after the following:
|
Migrating Workflow Rules, Action Sets, and User Sets |
Assignment Rules |
Must be migrated after assignment rule groups. |
Migrating Assignment Rule Groups and Assignment Rules |
List Access and Order Layouts |
Must be migrated after roles. |
Migrating List Access and Order Layouts |
Role Associations for Analytics Folders |
Must be migrated after roles. |
Migrating Role Associations for Analytics Folders |
Sales Categories |
Must be migrated before process administration configuration data. |
Migrating Sales Categories |
Process Administration |
Must be migrated after sales categories and custom fields. |
Migrating Process Administration Configuration Data |