Deploy Proff Connect configuration data across orgs
How to deploy Proff Connect configuration data across Salesforce orgs.
Some Proff Connect configuration is stored as Salesforce records rather than metadata. This means it cannot be deployed using standard tools like Change Sets or the Salesforce CLI. When moving between orgs — for example from sandbox to production — you need to handle this configuration separately.
What needs to be transferred
| Salesforce Object | Description |
|---|---|
| Proff Field Mapping | Defines how Proff data points are mapped to Salesforce fields for Account, Contact, and Lead. |
| Proff General Setup | Stores application settings such as country access, default country, and insight storage preferences. |
How to transfer configuration
Option 1 – Manual re-entry Log in to the target org, open the Proff Connect app, and re-enter your settings and field mappings manually. This is the simplest approach for smaller setups or when settings differ between orgs.
Option 2 – Data Loader import Export the configuration records from the source org using Salesforce Data Loader or a similar tool, then import them into the target org. This is faster and more reliable for larger or more complex mapping configurations.
Pro Tip
If you manage multiple orgs or environments, consider documenting your field mapping setup so it's easy to replicate when needed.
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