Overview

The data transformation feature allows you to deploy source org data to different objects, record types, fields, picklist values, and relationships in the destination org.

Unlike most other features in Prodly, there is no single data transformation details page that lists all the data transformations. Instead, when you enable data transformations on the root data set element of a data set, these additional user interface controls appear for each data set element in the Data Set Editor:

• On the Element Details tab:
  • The Data Transformation section, containing:
    • A Destination Deployment Object field
    • A Configure Record Type Transformations link
• On the Object Fields tab:
  • A Destination Field column
  • A Configure Picklist Values icon
• On the Parent Relationships tab:
  • A Destination Relationship column
• On the Child Relationships tab:
  • A Destination Relationship column

Enable Data Transformations for a Data Set

To enable data transformation setup on a data set:

1. In the Data Set Editor, on the left side of the header, click the leftmost object name in the breadcrumb navigation to select and display the root data set element.
2. Click the Element Details tab.
3. Select Enable Transformations.
4. Scroll down and notice the Data Transformations section now appears.
5. Click Save.

Transform an Entire Object

To transform an entire object:

1. In the Data Set Editor, ensure you have turned on the Enable Transformations toggle for the data set.
2. Ensure that your Schema Org and Destination Schema Org point to the orgs that contain the appropriate source and destination schemas.
3. Navigate to the data set element with the deployment object you desire to transform.
4. Click the Element Details tab.