Custom Plan Builder

A visual interface to create re-usable migration plans without editing JSON/JS files.

Overview

The Custom Plan Builder provides a visual interface to create, edit, and manage custom migration plans. Build complex migration strategies without writing code, and save them for reuse across multiple projects.

Capabilities

Visual Editor

Add/remove steps, define SObjects, and set execution order with an intuitive drag-and-drop interface.

Import/Export

Save plans as .js files for sharing or version control.

Load & Edit

Load existing plans to modify them or use them as templates for new plans.

Plan Components (The "Step" Logic)

SObject API Name

Specify the Salesforce object you want to migrate.

Example: PricebookEntry

SOQL Query

Define exactly what records to pull with a custom SOQL query.

SELECT Name, Product2Id FROM PricebookEntry WHERE IsActive = true

Key Strategy

External ID

Use a single field to ensure uniqueness.

Example: Name, Code, StockKeepingUnit

Composite Key

Use multiple fields to ensure uniqueness.

Example: Pricebook2.Name, Product2.StockKeepingUnit

Best Practice

Start with a Standard Plan and customize it to your needs. This ensures you have a solid foundation with proper dependency ordering and relationship handling.