Key Terminology

•  What is a Source Org:

This is the org where your source data besides, the user will perform all action from source org, We can give license to the System Admin, Sandbox manager, Project lead developer, Project Lead QA.


•  What is a Destination/Target Org:

Org where you want to migrate your source org’s data, for example, it could be your developer sandbox, it could be UAT sandbox or it could be Production.


•  What is a Connected App:

A “Connected App” is an application that can connect to over Identity and Data APIs. A connected app integrates an application with Salesforce using APIs. Connected apps use standard SAML and OAuth protocols to authenticate, provide single sign-on, and provide tokens for use with Salesforce APIs. In addition to standard OAuth capabilities, connected apps allow Salesforce admins to set various security policies and have explicit control over who can use the corresponding apps.


•  What is Named Credential:

A named credential specifies the URL of a callout endpoint and its required authentication parameters in one definition. To simplify the setup of authenticated callouts, specify a named credential as the callout endpoint. If you instead specify a URL as the callout endpoint, you must register that URL in your org’s remote site settings and handle the authentication yourself. For example, for an Apex callout, your code would need to handle authentication, which can be less secure and especially complicated for OAuth implementations. Check the User Guide for setup.


•  What is a Template:

Data Sync template is a way to pick the Objects/records and hold all the objects with different settings. You will define what data you want to copy from the source org to the destination org. For example – Users want to create a new sandbox for a new CPQ Development project, so you need to select – Account, Product and Rules. Users do not need to select their child objects like contact, asset, product price, product feature, rule conditions, etc.