Export your Formstack Mappings from Sandbox to your Production Environment using Data Loader. Here’s how.
How to export objects related to Formstack Mappings
There are four objects that are related to Formstack Mappings to export:
- Mapping: Webmerge_Mapping__c
- Formstack Mapping Criteria: Webmerge_Mapping_Criteria__c
- Formstack Mapping Filter: WebMerge_Mapping_Filter__c
- Field Mapping: Field_Mapping__c
Step 1: Export all Formstack Mapping(Webmerge_Mapping__c) records needed from Sandbox.
- After accessing Data Loader and logging into the Sandbox environment, export Formstack Mapping(Webmerge_Mapping__c)
- Select all fields except Id
- A condition can be added to selectively export specific mappings, for example, Name=”Formstack Test Mapping”
- Next, Click Finish to receive a confirmation message
Step 2: Insert Formstack Mapping(Webmerge_Mapping__c) records into Production.
- Log into the Product Environment using Data Loader > Insert > Webmerge_Mapping__
- Select Create or Edit a Map > Auto-Match Fields to Columns
- Select Finish to receive a confirmation message
After finishing this process above, retrieve the Ids of the newly inserted records either by navigating to your organization or by exporting the records through Data Loader. These unique identifiers will be required for subsequent steps.
Step 3: Export Field Mapping (Field_Mapping__c), Formstack Mapping Criteria (Webmerge_Mapping_Criteria__c), and Formstack Mapping Filter (WebMerge_Mapping_Filter__c) records from Sandbox one criteria at a time.
- Log into Sandbox env using Data Loader > Export > Field_Mapping__c
- Select all fields except Id(id)
- Add a condition where Webmerge_Mapping__c = “(Id from the Formstack Mapping in Sandbox you exported in Step 1)“
- Select Finish to receive a confirmation message:
- Repeat the same process for:
- Webmerge_Mapping_Criteria__c
- WebMerge_Mapping_Filter__c
Step 4: Insert Formstack Mapping Criteria (Webmerge_Mapping_Criteria__c), Formstack Mapping Filter (WebMerge_Mapping_Filter__c), and Field Mapping (Field_Mapping__c) records into Production.
- Log into Prod env using Data Loader > Insert > Field_Mapping__c
- Open the CSV that contains the Field_Mapping__c records and edit WEBMERGE_MAPPING__C with the Record Ids collected in Step 2
- From the Data Loader, select insert Field_Mapping__c
- Select Create or Edit a Map > Auto-Match Fields to Columns
- Select Finish to receive a confirmation message
- Repeat the same process for:
- Webmerge_Mapping_Criteria__c
- WebMerge_Mapping_Filter__c
After following all steps above, view your mapping(s) in the Formstack Mappings tab in your Production environment: