This document provides information pertaining to whether the
Soapbox Donations for SalesForce 1.0
package published
by PICnet
must be uninstalled, or have a special
configuration established during:
Package configuration needs for use of the Salesforce Account Model Conversion
(AMC) utility are also evaluated/documented here.
Productioninstance to a
sandboxused for testing data manipulations required as part of a upgrade or conversion to NPSP V3
Data transfers of this type may be required if:
developeror
developer prosandbox is being used for testing NPSP V3 upgrade/conversion processes
The use of these sandboxes can avoid the expense of a full sandbox in some situations.
Even though a full sandbox will include data contents, the typical full sandbox 29-day refresh cycle may result in a need to reload the sandbox if a single upgrade/conversion test doesn't suffice.
Red-colored text is used to represent critical information items that may interfere with needed operations in very important ways.
Blue-colored text is used to represent useful information which nonetheless is somewhat less than critical in importance.
Green-colored text is used to represent useful information which indicates an absence of problems or special configuation/data handling needs.
Information provided here is copyrighted by Larry Bednar and licensed under the GNU Free Documentation License. A copy of the text of this license may be found at http://www.gnu.org/licenses/fdl.html
The main points of the GNU license indicate that users are allowed to distribute the orginal licensed product, or distribute modified versions if the following conditions have been fulfilled:
If a more detailed understanding is needed, please follow the links provided above to review the actual text of the GNU licenses.
If you distribute modified copies of these items, it is both polite and useful (but not required) to provide some additional information:
[(LB) - The version of this package that I examined was unmanaged.]
Publisher: PICnet
Package Name: Soapbox Donations for SalesForce
Package Version: 1.0
Description: This is the Soapbox Donations for Salesforce managed package, providing the data routing and automation for inbound data from Soapbox Donations. Soapbox Donations is a product within the Soapbox Engage suite (www.soapboxengage.com).
(A catalogue of package components is provided in this file: pkg_components_soapbox_don_for_sf_1_1.xls)
Package components include:
[If an uninstall
is required, these fields and associated
data will likely be removed. Export of those data and updates after a reinstall
may be required.]
The AMC utility is stated to require that no additional automation should execute during AMC operation.
Any package automation (Apex triggers, workflow rules, or validation rules) that execute in these situations may cause problems:
(The list of package components provided above uses blue-colored text for components types that might present problems.)
[(LB) - The publisher was contacted for
information about problems encountered with NPSP V3 install and/or use of the AMC
utility while this package is installed. They indicate that They indicate that
problems are sometimes encountered during use of the AMC utility for
changes in account model when Soapbox Donations is installed. More specific
information on these problems was not provided. However, the Opportunity
trigger is stated to be a before insert
trigger which should not execute
during Opportunity updates performed by the AMC utility.]
[(LB) - Discussions on Power of Us Hub or elsewhere were uncovered which provide information about problems encountered during NPSP V3 installation or related data processing. Input there from PICnet staff indicated that problems are sometimes encountered during use of the AMC utility for changes in account model when Soapbox Donations is installed. They suggested direct contact with their support services, which was done.]
Regarding configuration of this package during NPSP V3 installation and use of the AMC utility...
[LB - My educated guess is that leaving this package
installed during use of the Account Model Conversion
utility will cause
no problems. There appears to be no automation that would execute during use
of the AMC utility.]
Package automation that creates records in response to record insertions may create records that are not derived from the data source.
This may be important if users intend to use the sandbox for a complete
review and validation of post-conversion functionality. Especially if users
will expect to see an exact and accurate representation of records from
the source database (usually the production
instance) within the sandbox
This may not be important if the sandbox is used only to verify
correct conversion of data to a new account model (such as the new NPSP V3
household
account model), and if the sandbox will not be expected to
contain an overall faithful representation of data from the source database.
If package automation does not create new records within key objects being
handled by the AMC utility, data transfers undertaken solely to create an
NPSP V3 data processing test
environment, data transferred to the sandbox
should be acceptable for the intended uses.
The AMC utility works with records in these objects:
If the database is being converted from one-2-one or bucket to the
new household
account model, new Account records will be created
to represent NPSP Household records already present in the instance.
Contacts linkages to Accounts may be updated.
Linkage of Opportunities to Accounts may be updated.
Linkage of Tasks to Accounts may be updated.
[(LB) - The publisher was contacted for
information about problems encountered data loading with this package installed.
They indicate that the Opportunity trigger is stated to be a before insert
trigger which may execute during insert
operations associated with data loading.]
[(LB) - Discussions on Power of Us Hub or elsewhere were started to seek input about problems encountered with sandbox data loading. Input there from PICnet staff indicated that problems are sometimes encountered during use of the AMC utility for changes in account model when Soapbox Donations is installed. They suggested direct contact with their support services, which was done.]
Regarding configuration of this package during data loading...
[(LB) - My educated guess is that special
data loading steps are needed for loading of sandboxes with this package
installed. A production to sandbox data transfer of approx 500Mb of data that I
undertook for a client was performed on 11/11/2014 with this package remaining
installed. Approx 50,000 Opportunity records were inserted with no obvious
data loading problems encountered, and as of 3/12/2015 the client has reported no
problems that can be traced to problems with SoapBox triggers during data conversion.
However, a full, detailed analysis has not yet
been performed, so the conclusion of no problems
should be treated as
somewhat tentative.]