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aaron_hale
aaron_hale
Contributor ⭐️
Mar 27, 2018 4:25 PM UTC
Question

Config Snapshot - Include all configuration

I use the Config Snapshot feature frequently and it's a great start but isn't comprehensive.  For instance, I just did a snapshot for a customer and it only includes Custom Rules, Outreach, Power List, Objects List and Fields List.

Could this feature be enhanced to include these important elements as well?
- Bionic Rules
- Measures
- Scorecards
- Reports
- Dashboards
- UI Views
- CTA settings
- S3 data ingest jobs

Today I start with a snapshot and then have to assemble the missing pieces manually which takes quite a bit of time.

Thanks for your consideration!

    9 replies

    darkknight
    darkknight
    Expert ⭐️
    Mar 27, 2018 4:38 PM UTC
    Could have sworn this has been posted before because I commented on it, but can’t seem to find it. But yes this is a big need.
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    Jeff Kirkpatrick
    ashok_dugaputi
    ashok_dugaputi
    Helper ⭐️⭐️
    Apr 27, 2018 3:03 PM UTC
    Aaron & Jeff-  Your suggestions are really good. Snapshotting the entire instance config and comparing period to period would be hugely helpful. This would work to capture change sets of configs.

    I would let our Product mgmt friends to respond to this.
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      brad_jennings
      brad_jennings
      Contributor ⭐️⭐️⭐️
      Jun 25, 2018 6:38 PM UTC
      Yeah has there been any movement on this? Just getting Bionic Rules in there to start would be huge.
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      anthonysabato
      anthonysabato
      Helper ⭐️
      Jul 16, 2018 3:01 PM UTC
      Hello all, I'm also looking to use the config snapshot to document our instance prior to making significant changes but I'm missing information such as the Scorecards 1.0 objects in my export. Looking forward to seeing this export more robust.
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      jitin_mehndiratta
      jitin_mehndiratta
      Helper ⭐️⭐️⭐️
      Jul 19, 2018 11:29 AM UTC
      Thank you for the feedback everyone. I understand how important and valuable it can be to download the entire instance config. We will definitely look into this and I will update once it gets prioritized. 
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        sagan_sherlin
        sagan_sherlin
        Helper ⭐️⭐️
        Oct 26, 2018 7:14 PM UTC
        Definitely after the Bionic Rules portion of this. Right now an audit of Rules Engine just seems like a very daunting task.

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        darkknight
        darkknight
        Expert ⭐️
        Feb 8, 2019 4:24 PM UTC
        This is becoming less of a "nice to have" and more of a "must have" as a key tool in internal compliance and maintenance procedures.

        Our IT team wants a complete breakdown of all the Salesforce fields we're leveraging and I cannot give them that without going through all the reports, rules, programs, etc manually and then keeping a manual document up to date.

        This was once a great feature that was hugely valuable, now it's a dud.

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        Jeff Kirkpatrick
        darkknight
        darkknight
        Expert ⭐️
        Feb 27, 2019 12:49 PM UTC
        Add Journey Programs to this list...

        "once it gets prioritized" - is that going to be anytime soon @jitin_mehndiratta ? This has been an administrative pain point for a very long time:

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        Jeff Kirkpatrick
        Linet
        Contributor ⭐️⭐️⭐️
        Dec 1, 2025 4:00 AM UTC

        I see this has been suggested before and now is when we need it most because of the SF connection breach. For us, this would be useful for Rules, Programs, Reports, Data Designer. It would be helpful to continue business if we have some sort of Configuration report.

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