OrganizationAcme Corp
Acme Corp Northstar Health Add Organization
ProjectSelect project
CRM Modernization CPQ Rollout Revenue Cloud Upgrade Training Refresh Create Project
FoundrySalesforce Production
Salesforce Production UAT Sandbox Training Sandbox Developer Sandbox CPQ Demo Org Revenue Cloud Upgrade Org Connect Existing Sandbox
ReleaseNot selected
Open Release Station
Sprintcurrent-sprint
Define Sprint

Guided blueprint builder

Create Blueprint

Name the blueprint, retrieve available objects, choose the execution scope, and save reusable environment instructions.

Back to Library

missing "=" after "sqlite:////opt/forge/customers/demo-studio/data/forge_studio.db" in connection info string

Step 1

Name

Step 2

Source

Step 3

Destination

Create Foundry

Step 4

Retrieve Objects

Discovery Foundry
Source
Why
Forge Studio inspects the source Foundry to find writable objects.
Metadata
Saved metadata records are reused when available.
Status
Ready to retrieve.

Step 5

Select Objects

Recommended Objects

Core CRM

The common business record spine most migrations start with.

10 recommended
Account Contact Lead Opportunity Campaign CampaignMember Case Task Event User

Core+

Products, orders, assets, files, service comments, and email history.

12 recommended
Product2 Pricebook2 PricebookEntry Order OrderItem Contract Asset ContentDocument ContentVersion ContentDocumentLink EmailMessage CaseComment

Selected Objects

Retrieve objects before selecting scope.

Search All Objects

Search is available after retrieval.

Step 6

Select Fields

Field counts appear after retrieval.

CreatedDate Policy

Retrieve objects to see affected records.

Step 7

Relationships

Retrieve objects to review detected relationships.
Related suggestions appear after retrieval.

Step 8

Review

ObjectsPending
FieldsPending
RelationshipsPending
Warnings1

Step 9

Save

Retrieve objects before saving this plan.