OrganizationNorthstar Health
Acme Corp Northstar Health Add Organization
ProjectCRM Modernization
Service Modernization Create Project
FoundryScratch Org
Salesforce Production Connect Existing Sandbox
ReleaseSummer Release
Summer Release Bug Fix 14 Revenue Cloud Upgrade Training Refresh Open Release Station
Sprintnext-sprint
Current Sprint Next Sprint Release Hardening 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.