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brijesh
brijesh
Contributor ⭐️⭐️⭐️
May 23, 2016

Automated migration of Rules from Production to Sandbox

  • May 23, 2016
  • 9 replies
  • 126 views
As Admin - I always look how to replicate data/configuration to Sandbox and I have not seen any automated process to replicate rules/configuration to sandbox or sandbox to production.  Idea is to have automated process to perform rules/migration to/from environments.

    9 replies

    gaurav_kotak
    gaurav_kotak
    Expert ⭐️
    May 23, 2016
    Brijesh, this is something we just started working on. Not a small project, but expect to see progress on this soon. 
      arnold_brown
      arnold_brown
      Contributor ⭐️⭐️
      June 13, 2016
      Now that Salesforce has included a partial copy sandbox with "Lightning Enterprise" Salesforce licensing, by creating a sandbox template including all objects, that catches all the JBCXM custom objects & when you login to the Sandbox, you'll see ALL your Gainsight Config.   Now I just have to learn how to configure Gainsight in Sandbox to activate the connection to Gainsight's back end.
      brijesh
      brijeshAuthor
      Contributor ⭐️⭐️⭐️
      June 24, 2016
      our usecase it migrating to production
      todd_atkinson
      todd_atkinson
      Contributor ⭐️⭐️⭐️
      March 2, 2017
      Hey Brijesh, I know its been awhile since you posted about migrating data but I thought I would comment to make sure you have learned about Gainsight Migration tool?
      I just posted the below to Community today and thought you might find it helpful.
      Cross-org Migration: Sandbox to Production or Production to Sandbox
        brijesh
        brijeshAuthor
        Contributor ⭐️⭐️⭐️
        March 10, 2017
        Todd - i am using migration tool where i am finding that Rule with Account objects only support and not for other types of object.
        megan_hamby
        megan_hamby
        Contributor ⭐️⭐️⭐️
        May 8, 2018
        Vote up! I like to test this as well 🙂
        H
        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        May 8, 2018
        Hi Megan,

        Have you tried using Cross Org Migration tool - https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Cross-org_...

        Regards,
        Hitesh
        megan_hamby
        megan_hamby
        Contributor ⭐️⭐️⭐️
        May 8, 2018
        I more would use it to test outcomes versus migration. I am fine building in Prod direct but if you want to test how something will appear in the system and not just in excel files. Is that part of this?
        jean.nairon
        jean.nairon
        Expert ⭐️
        September 8, 2020

        You can now refresh you Gainsight sandbox which grabs all the latest data from Production. I don’t believe you can automate this through the rules engine but it will help to update all the data. 

        https://support.gainsight.com/Gainsight_NXT/Administration_and_Permissions/General_Administration/Gainsight_Sandbox_Management#Refresh_an_existing_Sandbox

        Jean
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