You can use our CSV import functionality to mass-import and update documentation and data in your Salesforce Orgs. This article outlines how to import Optimize assessment and how to generate a CSV template to speed up your imports.

Article Outline

  • Prerequisites

  • What can you import?

  • How to import Optimize assessment

  • Generating a template

  • You might also be interested in

Prerequisites

  • You have a registered and verified Elements account

  • You have synced your Salesforce Org with Elements

  • You have purchased an Enterprise license for the relevant space

  • You must be Space Admin for this space

What can you import?

We allow you to import and update the Optimize status, Assignee, and Comment for each node.

Imports are done across the Implementation, meaning that we will update this documentation on your Production Org and all associated sandboxes within that Implementation.

How to import Optimize status

Begin by navigating to the Space where the Org model you'd like to import to is located. Go to the "Salesforce Orgs" tab where you will see the import icon in the top right section of the toolbar. Click this and select "Import data from CSV":

This will open the import window where you can selection your target implementation and the import type. Select "Optimization assessment" from the Data import type dropdown menu.

The CSV file for importing Optimize assessment should follow this format:

  • Column 1: Metadata type (e.g. Apex Class, Object, Validation rule etc.)

  • Column 2: Managed package API name (only required if the metadata you want to add to belongs to a managed package)

  • Column 3: Object API name (only required if the metadata you want to add stakeholder for belongs to an object, e.g. field, validation rule etc.)

  • Column 4: API name (the API name of the target component)

  • Column 5: Optimize status (One of the following: Unassessed, Optimize potential, Optimization required, Documentation required, In-app help required, Not used, To be deleted, Deleted, Assessed)

  • Column 6: Assignee (email address of the user; they must already exist in the Space)

  • Column 7: Comment (max 280 characters)

Upload your file here, either by dragging and dropping it into the window, or by clicking "Upload File" and selecting it. Press the "Import" button to begin importing. You will be notified when the import is complete.

If there are any failed imports you can click the notification to open a report detailing which items failed and why.

Generating a template

You can also choose to generate a template for your import to speed things up even further. To do this, select the tab "Generate CSV template for import".

Here you can select which metadata types you want to import Optimize status to, or select "All nodes" for the entire Org.


Click "Generate" and once generated the template will be available for download in the notifications at the top of the screen:

This will download a CSV file to your local machine with the Org model nodes pre-filled for you:

If you selected more than one metadata type, or you select a metadata type with over 20,000 nodes, you will receive a ZIP file containing a CSV for each type of metadata.

With this template all you need to do is fill in the appropriate data and re-import as detailed above.

You might also be interested in

For further support or if you have any questions or feedback please contact us at success@elements.cloud

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