Salesforce.com – Object Dependency List for Data Migration

Hopefully this will people who needs to check dependency every time before data migration. I have created two version one is pictorial and second on is tabular. If any correction is needed please reply back as comment to this post.

 

Object	Dependent on
Business Hours
Profile
Roles
Call Center
Data Category
Users	Profile, Roles, CallCenter
Solutions	User, Solution Category
Articles	User, Data Catergory
Queues	Users
Accounts	Users
Account Team	account
Account Partner Team	account
Contacts	account, user
Contact Role (Account)	Account, Contact
Products	User
Assets	Account, Contact, Product, User
Service Contract	Account, Contact, User/Queues,
Service Contract Line Item	Asset, User, Product, Service Contract
Entitlement	Account, Business Hours, Asset, Service Contract, Contract Line
Entitlment Contact	Entitlment, Contact
Cases	Account, Contact, User/Queues, Business Hours, Entitlement, Product, Asset
Case Comments	Cases
Related Cases	Cases
Contact Role (Cases)	Contact
Case Team	Cases, User/Contact
Case Articles	Cases, Article
Case Solution	Cases, Solution
Case Milestone	Case
Campaigns	User, Campaign
Leads	Campaign, User/Queue, Account
Campaign Members	Campaign, Contact, User, Lead
Opportunities	Account, Contact, User, Campaing, Quote
Opportunity Line Items	Opportunity, Products, Pricebook
Campaign Influece	Campaign, Opportunity
Opportunity Product	Opportunity, Products, Pricebook
Opportunity Contact Role	Opportunity, Contact
Similar Opportunity	Opportunity
Opportunity Partner	Opportinuty, Account
Opportunity Competitor	Opportunity
Quote	Account, Contact, User, Opportunity
Quote Line Item	Quote, Product, User, Pricebook
Contracts	Account, Contact, User
Contract Role	Contract, Contact
Contract Approved Item	Contract, User
Custom Objects	Depends on implementation
Activities	Child of almost all customer and/or standard objects
Notes and Attachment	Child of almost all customer and/or standard objects

Salesforce – Critical Update in my DE Org.

critical updates details for reference. May or may not be applicable for everyone.

 

Salesforce – System Overview–first snapshot

Good for Salesforce Administrator to see in single view

Salesforce.com–Data migration tools selection flow

 

EXCEL – 2D to flat

Input Data:-

Product VS Score	Resolution	Sound
HD TV	2	3
LCD TV	3	2

Expected output:-

Product	Category	Score
HD TV	Resolution	2
HD TV	Sound	3
LCD TV	Resolution	3
LCD TV	Sound	2

Create Excel macro and type below code. This will generate the expected output in Sheet2.

Sub Generate_Click()

    Dim oSht1, iSht1 As Worksheet
    Dim iRowNumber As Integer
    Dim iColNumber As Integer
    Dim iEndRowNumber As Integer
    Dim iEndColNumber As Integer
    Dim iOutputRowNumber As Double
    Dim i, j As Integer
    Set oSht1 = Sheet2
    Set iSht1 = Sheet1
    iRowNumber = 2
    iColNumber = 2
    iEndRowNumber = 3
    iEndColNumber = 3
    iOutputRowNumber = 2
    oSht1.Cells(1, 1).Value = "Product"
    oSht1.Cells(1, 2).Value = "Category"
    oSht1.Cells(1, 3).Value = "Score"
    For i = iColNumber To iEndColNumber
        For j = iRowNumber To iEndRowNumber
            oSht1.Cells(iOutputRowNumber, 1).Value = iSht1.Cells(j, 1).Value
            oSht1.Cells(iOutputRowNumber, 2).Value = iSht1.Cells(1, i).Value
            oSht1.Cells(iOutputRowNumber, 3).Value = iSht1.Cells(j, i).Value
             iOutputRowNumber = iOutputRowNumber + 1
        Next j
    Next i

End Sub

Salesforce :- “INVALID_SESSION_ID: Invalid Session ID found in SessionHeader”

 

We have other system integrated with Salesforce using integration users. Recently we across error message after deploying new integration process in production instance. After looking deep into new deployed code, we found that we are using logoff in newly deployed integration.

Adding log off shouldn’t cause problem but if you go thru below then you will understand it is true.

1. Organization wide we have one single IP exposed to outside world.
2. Salesforce ties up the session to user id and ip address from where it is initiated. Salesforce has setting to tie up session id to source IP address. Setup > Security Control > Session Setting. We have this setting false, still salesforce ties up session to IP as organization wide we have single IP exposed.
3. Web application side, we were logging only once and all other instances were reusing the same session id or instance.
4. We did not faced this issue in TEST environment as there wasn’t enough load happening
5. Were able to figure out the issues using below pictorial method.
    

Application Instance consist of following

1. Apps I
1. Login
2. Process
2. Apps 2 –
1. Login
2. Process
3. Log off

We resolved this issue by removing logoff from newly deployed integration. Another approach was to use separate integration user which is not realistic as we will be needing to maintain multiple user and their user id, password and security token.

Siebel - Terminating/blocking user from Siebel application without changing LOGIN ID

 

We change Login ID most of time when we need to block or terminate user from Siebel application. Whereas we can achieve this by configurations as well. In Vanilla Siebel we have field called as "Employment Status", by leveraging this field and using small configuration we can have more granular reason of blocking or termination of account.

To achieve this I have exposed this field on "Employee List More Info View" view as below.

Secondly I have added this field into "Login User" business component along with Search specification as [Employment Status]='Active' . Details are as below

With Employement Status as "Active", I was able to access Siebel properly whereas when change was made to other than "Active" got error message as below.

Note:- Please make sure that SADMIN, other proxy account and integration accounts are set to “Active” before rolling out new change.