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Managing Salesforce metadata

Overview

The execution of masking jobs in Salesforce often requires disabling and re-enabling metadata components such as triggers, process builders, and workflows before and after the job. 

While this approach ensures data integrity, it significantly impacts performance and user experience due to the time required for these pre-processing and post-processing steps. 

Additionally, multiple iterations of these steps for each masking job will further add to the wait time for users.

Metadata can be managed independently at the connector level, allowing users to:

  • Disable and enable desired metadata components once, regardless of the number of masking jobs

  • Run multiple masking jobs consecutively without the need for repeated metadata management for each job. This reduces the masking duration and improves user experience by minimizing wait times associated with the pre-and post-processing steps.

Disabling metadata on the connector

  1. Go to the Connectors page, identify the connector, and click the View button to navigate to the connector's details page.

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  2. The default state is Enabled when a new connector is added. To disable this, click the Actions button and then click on the Disable Metadata menu.

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  3. The previous action will open a modal window seeking input for the components and the tables to disable.

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  4. Select the components that are applicable. The recommended metadata components set at default are pre-selected by Delphix. Select additional components, or remove them by clicking on the checkboxes.

  5. Here, you can choose to Disable on all tables or Disable only on selected tables. To disable all tables, choose Disable on all tables and click on the Disable button.

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  6. To disable selected tables, click Disable on selected tables and choose tables from the drop-down, or filter them with the search box.

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  7. Clicking on the Disable button will start a new metadata management job. The Job Status will be In Progress until the Job is completed, showing a Finished or Failed state.

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The Disable operation is only available when the sandbox metadata state is Enabled.

Users who haven't pre-disabled specific metadata components at the connector level can opt to temporarily disable them during job execution in the wizard. This temporary disabling will be reversed upon job completion.

Alternatively, The job wizard dynamically reflects the latest metadata status of the connected Salesforce sandbox. When relevant components are already disabled, the corresponding disable option in the wizard will appear inactive (greyed out).

Creating a masking job

Enabling back the metadata on the connector

Selecting Enable Metadata will revert the sandbox to its pre-disable state. This action automatically re-enables all previously disabled components you chose.

  1. Go to the connectors overview page and click on the Actions button from the top right section. Choose Enable Metadata.

    image-20240131-060315.png

  2. A modal window will open, showing the components that were previously disabled. Click on the Enable button to enable the metadata components.

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  3. A new job will be started to enable the metadata components. The job status will remain In Progress until the job is completed with Finish or Failed Status.

    image-20240131-060634.png
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The Enable option is only available if the sandbox metadata status is Disabled.

Looking at the metadata management history

The metadata management history tab shows the logs of all past metadata actions performed on the connector. This allows for easy auditing and understanding of historical changes.

  1. Open the Connectors Overview page and click on the Metadata Management History tab.

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  2. This shows the history of all the metadata actions that were taken in chronological order. To see more details on a particular action, click on the Details button.

  3. A pop window will open, showing the impacted tables and the objects that were disabled or enabled.

    image-20240131-061614.png

Exporting the metadata deployment zip

To troubleshoot failed deployments, the deployment zip in history offers valuable insights. This can be downloaded with the Export Metadata button.

  1. To download the metadata deployment zip, go to the Metadata management history tab and look for changes that have the Action Taken as Disabled.

  2. Click on the Details button to open the metadata details window and then click on the Export Metadata button.

    image-20240131-062114.png

The Export Metadata option is only available for action of type Disabled.

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