User Grid - Deployment Process

GridMate offers two deployment options for User Grids: a graphical interface through the Admin Cockpit and SF CLI Plugin. The scenario in this tutorial is to create Accounts and Contacts User Grids and move them from org to another. User Grids exported in Salesforce metadata like format (JSON), can be easily modified using popular tools like VS Code before importing them back.

Prerequisites

Enable GridMate Advanced User

• Go to setup, and on the quick find Box search for Users.

• Click on the desired Full Name.

• Click on Permission Set Assignments.

• Click on permission set assignments.

• Click on edit assignments.

• Enable GridMate Advanced User.

Enable GridMate Cockpit User

• Go to setup, and on the quick find Box search for Permission Sets.

• Click on the GridMate Cockpit User.

• Click Manage Assignments.

• Ensure the existence of desired user, if not, click Add Assignment to add it.

SF Cli Plugin Setup

• Clone the repository.

git clone https://github.com/GridMate/gridmate-sf-plugin

• Go to the plugin directory and Install npm modules.

npm install

• Link the plugin to your cli installation.

sf plugins link .

User Grids Setup

We are now ready to start using the GridMate User Grid to create Accounts and Contacts Grids.

Accounts User Grid

• On the App Launcher search for GM - User Grids.

• Click New.

• Create Accounts User Grid:

  • Object Name: Account

  • List View: All Accounts

  • Grid Name: Accounts

Contacts User Grid

• Create Contacts User Grid:

  • Object Name: Contact

  • List View: All Contacts

  • Grid Name: Contacts

Inline Component Setup

• Go to Config Wizard on the Accounts User Grid.

• Select the inline Components tab.

• User Grid : Contacts.

• Condition :

  {
      "and": [
          {
              "AccountId": {
                  "operator": "=",
                  "value": "$recordId"
              }
          }
      ]
  }

User Grids Deployment

Deployment Using Admin Cockpit.

The Accounts and Contacts User Grids are created and the inline component is also configured, we can start the Deployment using Admin Cockpit.

User Grids Export

• On the App Launcher search for the GM - Admin Cockpit.

• Select the User Grid Maintenance.

• Select the the Accounts and Contacts User Grids.

• Click Export to export them.

• Open the Accounts User Grid using Visual Studio Code for example:

• Change the Owner Username to the match the target org.

• Open the the Contacts User Grid using Visual Studio Code.

• Change the Owner Username to the match the target org.

User Grids Import

• Moving to the target org (Demo 13 in our example).

• Import the Accounts and Contacts User Grids using the GM-Admin Cockpit

• First import the Contacts User Grid. Inline grids should be always imported first to be able to link them when parent grids are imported.

• Second import the Account User Grid.

Deployment Using CLI Plugin

After completing the SF Cli Plugin Setup, we can now Export/import the User Grids.

User Grids Export

• Export the User Grid Using SF Cli Plugin

sf gmpkg usergrid export -o gmpkg-demo10 --api-version=58.0 -d "/Users/otmanetakhif/Desktop/WorkSpace/TrialForce/gridmate-demo/Downloaded" -n "Contact_nr9ma,Account_kozsu"

User Grids Import

• Change the Owner of the User Grids as explained in Deployment Using Admin Cockpit

• Import the Contacts User Grid Using SF Cli Plugin

sf gmpkg usergrid import -o demoOrg13 --api-version=58.0 -f "/Users/otmanetakhif/Desktop/WorkSpace/TrialForce/gridmate-demo/Downloaded/Contact_nr9ma.json"  

• Import the Account User Grid Using SF Cli Plugin

sf gmpkg usergrid import -o demoOrg13 --api-version=58.0 -f "/Users/otmanetakhif/Desktop/WorkSpace/TrialForce/gridmate-demo/Downloaded/Account_kozsu.json"

Final Result

Using either the Admin Cockpit or the SF CLI Plugin to obtain the desired results, On our target org (Demo 13), locate the Accounts User Grid and Contacts Grid as an inline component.