OrganizationNorthstar Health

ProjectSelect project

FoundrySalesforce Production

ReleaseNot selected

SprintNot selected

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

Plan name Plan type

Description

Step 2

Source

Source Foundry

Step 3

Destination

Destination Foundry 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

Recommended Fields All Writable Fields Review Field-by-Field

Field counts appear after retrieval.

CreatedDate Policy

Retrieve objects to see affected records.

Step 7

Relationships

Retrieve objects to review detected relationships.

Step 8

Review

ObjectsPending

FieldsPending

RelationshipsPending

Warnings1

Step 9

Save

Retrieve objects before saving this plan.