Salesforce特别元数据部署技巧

Approval Process部署

审批流程xml文件中审批人处理技巧：

1. 先在目标环境创建审批人
2. 部署前，使用User.Username替换xml中approver.name

注意：替换使用username而非email替换。

标准的picklist字段部

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
	<types>
		<members>Opportunity.StageName</members>
		<name>CustomField</name>
	</types>
	<types>
		<members>OpportunityStage</members>
		<name>StandardValueSet</name>
	</types>
	<version>55.0</version>
</Package>

StandardValueSet Names and Standard Picklist Fields

带Folder的Report部署

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
	<types>
		<members>SalesTeamReports</members>
		<members>SalesTeamReports/AVG_Stage_Duration_TOT_Sales_Cycle_LEN</members>
		<name>Report</name>
	</types>
	<version>58.0</version>
</Package>

注意：Report Name和Folder Name为Developer Name。
Locate Reports and Dashboards Stored within Personal or Private Folders

Use the "allPrivate" query scope to find Reports and Dashboards in private folders
 
To return reports in private folders:
SELECT Id FROM Report USING SCOPE allPrivate
 
 
To query reports inside a specific User's private folder (replace the user ID below as appropriate):
SELECT Id FROM Report USING SCOPE allPrivate WHERE OwnerId = '005A0000000Bc2deFG'
 
To query Dynamic Dashboards that are stored within Private Folders: 
SELECT Id FROM Dashboard USING SCOPE allPrivate WHERE Type != 'SpecifiedUser'


To return the owner name or determine if a user is inactive:

1. Select "Allows SOQL Parent Relationship Queries"
2. Run the following query:

SELECT Id, Owner.Name FROM Report USING SCOPE allPrivate WHERE Owner.IsActive = false