Guide to Clone Salesforce Field Sets By Using migSO

Customizing your data model has become crucial in today’s dynamic Salesforce world. It ensures that your organization’s distinct processes are supported seamlessly.

Field Sets refer to a group of fields that can be used to customize which fields are displayed on a Visualforce page, Lightning component, Apex class, or a package without modifying the code. It offers a powerful way to manage and display fields in custom pages and components, providing flexibility and control to administrators and developers alike. 

However, manually recreating Field Sets across multiple orgs is time-consuming and prone to errors. Enter migSO, a robust tool designed to simplify and streamline metadata management. In this guide, we’ll walk you through cloning Field Sets using migSO.

Detailed Steps to Clone Field Sets by Using migSO

Cloning Field Sets with migSO is easy! All you need to do is follow the given steps after installing our package:

Step 1. Open migSO via App Launcher

Click “App Launcher” and search & select migSO.

Step 2. Select Clone Wizard

Now click migSO “Clone Wizard” menu.

Step 3. Select the Metadata Item

Select the metadata item to clone (e.g., FieldSet).

Step 4. Select Source Org and Source Object

Select the source org or connect a new one. To add a new org, click on the ‘+’ icon, enter details like org name, user name, password, and security token, and click on the Save button.

Select the source org object (e.g., Contact_Relationship_c).

Step 5. Select Target Object

Now, Select the Target Org Object And click Next.

Step 6. Choose Field Sets & Deploy

Select the Field Sets to clone or click Select All, then click Deploy FieldSet.

Step 7. Review Deployment Status

Review the deployment status and click Next.

Step 8. Download Report

Review the deployment status, download the report, or restart the clone wizard.

Woohoo! You have successfully deployed cloned Field Sets from one org to another.

Going through the Migration Wizard Logs

You can access the deployment history by moving to Migration Wizard Logs. You’ll find a list of all metadata (here field set) operations executed on your org with specified dates.



• Click on the deployed field set here.

  

  Here, you’ll get the details of the cloned metadata item.

  

  To download the deployment report in Excel format, go to the Related tab and click on the file.

Conclusion

migSO is a magnificent Salesforce app that lets you seamlessly manage metadata operations. It restricts the manual copying and pasting of fields on the targeted org. It facilitates hassle-free cloning, exporting, and managing metadata with easy-to-follow steps. We hope this comprehensive guide provides you with the detailed steps of cloning Salesforce Field Sets.

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