Salesforce: How do I update Simpplr after a partial sandbox refresh?

Overview

This article provides instructions on updating and accessing your Simpplr sandbox account after creating or refreshing your sandbox environment in Salesforce. It is a continuation of this article. If you haven't already, be sure to create your partial sandbox environment in Salesforce before proceeding with the instructions below.

 

Table of Contents

Update or add Remote Site Settings

Update post install instructions

Import Chatter groups to Sandbox via the data loader

Import and export Sandbox data using the data loader

 

Update or add Remote Site Settings

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If you've just finished refreshing your sandbox, you'll need to update the REST_API_URL in the Remote Site Settings to reflect the sandbox instance. 

  1. From Setup in your sandbox environment, type Company information into the Quick Find box and click on the Company Information result.
  2. Navigate to your Instance in the right column. You should see it begins with "CS". This will confirm you're in your sandbox environment.
    sandbox_company_info.gif
  3. Now, back in the Quick Find box, type Remote Site Settings and go to the Remote Site Settings page. remote_site_settings.gif
  4. Scroll down until you see REST_API_URL and click Edit. Replace the url shown with https://csxx.salesforce.com (being sure to use the number you saw in your Instance in place of "xx". For example, if your number was cs55, your url would be https://cs55.salesforce.com). Then click Save.Screen_Shot_2021-09-15_at_9.01.36_AM.png
  5. Go back to the Remote site Settings menu and click New Remote Site. Name your new Remote Site and assign the url as https://staging.api.simpplr.com. Click Save. Screen_Shot_2021-09-15_at_9.05.24_AM.png

Update post install instructions

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  1. From the Quick Find box, type Installed Packages and click the result. Choose Simpplr, then scroll down to Post Install Instructions and click View. This will open a new page. In the Service Account Setup box, click Connect account. You will be asked to allow Simpplr access to Salesforce functions. Click Allow. You can now access Simpplr in your sandbox environment. Screen_Shot_2021-09-15_at_9.25.12_AM.png

Import Chatter groups to Sandbox via the data loader

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Note:

For this section you'll need to have the Salesforce data loader installed using your Production environment. For instructions, click here.
  1. Open the data loader on your desktop and click Export All.Screen_Shot_2021-09-15_at_10.27.34_AM.png
  2. Log in to your Production environment and check the box next to Show all Salesforce objects.Screen_Shot_2021-09-15_at_10.30.42_AM.png
  3. Select Group(CollaborationGroup) from the dropdown menu, add a file name and location where you want to save the .csv file, and click Next. Screen_Shot_2021-09-15_at_10.33.13_AM.png
  4. Check the boxes next to the query fields: CollaborationType, Id, Name, and OwnerId. This will auto generate a query as shown below. You can edit this query as needed.Screen_Shot_2021-09-15_at_10.36.24_AM.png
  5. Click Finish, then in the popup, choose Yes when asked if you want to proceed. then click OK. You can now close the data loader.
  6. Open the .csv file you just created. If any OWNER.ISACTIVE column reads false, that means the owner of the group is not active. Replace the OWNERID with someone who is active if needed. Then delete is OWNER.ISACTIVE column from the file. Save the file with your changes.
  7. Navigate back to your sandbox Salesforce environment and open Simpplr. Go to Manage Application > Troubleshooting and uncheck the Collaboration Group box. Then click Save.remove_collab_group.gif

Import and export Sandbox data using the data loader

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  1. Reopen the data loader and click Insert.Screen_Shot_2021-09-15_at_2.16.27_PM.png
  2. From the dropdown menu, choose Sandbox. Enter your Sandbox username and password, then click Log in. Then click Next.
  3. Check the box for Show all Salesforce objects and find Group (CollaborationGroup).
  4. Upload the .csv file you downloaded from before using Browse.... Then click Next.Screen_Shot_2021-09-16_at_8.45.55_AM.png
  5. From the next page, choose Create or Edit a Map and select Auto-Match Fields to Columns. Then click OK. Screen_Shot_2021-09-16_at_8.47.37_AM.png
  6. Once the map is created, choose a location to save your success and error files on your desktop. Click Next then Finish. Your data is now syncing to your Sandbox environment.
  7. From the data loader home, click Export All. Then check the box for Show all salesforce objects. Once again, locate Group (CollaborationGroup) and select it. Click Next.
  8. Enter the following query into the box at the bottom, or select the fields from the list, then click Finish:
Select CollaborationType, Id, Name, OwnerId FROM CollaborationGroup 

 

Export Simpplr__Simpplr_Site__c data

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  1. From the data loader, click Export All. Then select the Simpplr Site (Simpplr__Simpplr_Site__c) object from the dropdown list. Then click Next.Screen_Shot_2021-09-16_at_9.07.31_AM.png
  2. Either choose the following fields from the list, or enter the query below: Id, Name, Simpplr__Chatter_Group_Id__c. The query should read like the image shown below. Once input, click Finish, then Yes.Screen_Shot_2021-09-16_at_9.10.37_AM.png
  3. Once the file is exported, you'll need to replace the Simpplr__Chatter_Group_Id__c column with the ID exported from the Group object we created before. To do so, open both .csv files and sort by the Name field in both. Now you can copy and paste from one to the other. Copy column A from the file you created first, and paste it to column C in the file you most recently created. Save the .csv file.
  4. Upload the modified file back to the data loader using the Update function. Screen_Shot_2021-09-16_at_9.27.51_AM.png
  5. Select the Simpplr Site (Simpplr__Simpplr_Site__c) object and upload your file using Browse....Screen_Shot_2021-09-16_at_9.29.45_AM.png
  6. Click Next, then Finish to upload the file. 
  7. Close the data loader. Navigate to your Sandbox Simpplr environment and from Manage Application > Troubleshooting, and check the box next to Collaboration group to reenable the trigger. Click Save.
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