Accounts Sync App

Description

Update accounts in a target org with data from a source org. The application uses Salesforce functions and the pg_trgm module in Postgres to find duplicated records.

Architecture

Installation

1. Log in and set up your Devhub, the org must have Salesforce functions enabled.

sfdx auth:web:login -d -a <alias>

Configure Source Org:

1. Create the source scratch org

sfdx force:org:create -s -f config/project-scratch-def.json -a sourceorg

2. Push source code to org

sfdx force:source:push -f

3. Import Accounts

sfdx force:data:bulk:upsert -i Id -f data/Source.csv -s Account

4. Create a Heroku app for data resources

heroku create <app-name>

5. Create Postgres resource

heroku addons:create heroku-postgresql:hobby-dev -a <app-name>

6. Create Heroku Connect resource

heroku addons:create herokuconnect:demo -a <app-name>

7. Configure Heroku Connect

Follow documentation from step 4 to configure Heroku connect; use salesforce as the schema(it's the default) and map all the standard fields for the Account Object.

Configure Target Org:

1. Create the target scratch org

sfdx force:org:create -s -f config/project-scratch-def.json -a targetorg

2. Push source code to org

sfdx force:source:push -f

3. Import Accounts

sfdx force:data:bulk:upsert -i Id -f data/Target.csv -s Account

4. Assign Permission Sets

sfdx force:user:permset:assign -n Accounts_Sync_App
sfdx force:user:permset:assign -n Functions

5. Create Compute Environment

sf login functions
sf env create compute --connected-org=targetorg --alias=accountssyncenv

6. Log in to DevHub if you have not already, then Deploy Functions

sf login functions
sf deploy functions -o targetorg

7. Add Heroku User Collaborator to Functions Account

sf env compute collaborator add --heroku-user <user_email_of_your_heroku_account>

8. Attach Postgres Database to Compute Environment

heroku addons:attach <postgresql_database_name> -a <compute_environment_name>

9. Install pg_trgm Module in Postgresql

cd scripts
npm install
heroku config --shell -a <app-name> > .env
node create-extension.js

Usage

Go to your target scratch org and open the Accounts Sync application

Reset Data in the source and target org

To reset the data for the target and source orgs run the following command:

node scripts/reset-orgs.js

This will prompt for both Target and Source Org users as well as a Database URL. The script will then delete all Accounts in both org and upsert the source data and the target data respectivelly. If you do not want to reset a specific org, do not enter the user for that org.