The last time I played with Metadata, I did it via the command-line Metadata Migration Tool . This time I decided to do it via the IDE.

Fortunately, there’s plenty of information available on this topic, the best of which are:

• Eric Santiago’s Video Tutorial: Rapid Salesforce Configuraton with Eclipse and Force.com that even includes a video with step-by-step instructions. Details on adding custom fields starts around 15 minutes into the video.
• Jeff Douglas’ blog post on Migrating Salesforce.com Configurations with the Metadata API & Force.com Migration Tool

First I updated my Force.com IDE extensions in Eclipse (always make sure you’re working on the most recent version!). One nice feature I see they’ve added is the ability to select exactly which objects are copied down to the IDE. I simply ticked ‘Contacts’ and it appeared in my Package Explorer.

Then, I just did a Copy & Paste job on the metadata, changing the labels for each field.

<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
    <fields>
        <fullName>BI_Owns_Active_Bamboo__c</fullName>
        <defaultValue>false</defaultValue>
        <label>Entity Owns Active Bamboo</label>
        <type>Checkbox</type>
    </fields>
    <fields>
        <fullName>BI_Owns_Active_Clover__c</fullName>
        <defaultValue>false</defaultValue>
        <label>Entity Owns Active Clover</label>
        <type>Checkbox</type>
    </fields>
etc.

I then hit Save and the fields magically appeared in Salesforce.com — I was even somewhat naughty and did it straight into my Production instance (although best practice would be to do it in the Sandbox and then copy across / deploy the change).

Okay, I’ve still got a bit of work to do if I want to add the Checkboxes to my Page Layout, but at least the laborious part is over — the rest is all Drag & Drop!

The Bottom Line

• The latest Force.com IDE facility lets you choose Standard Objects without having to play with package.xml
• Creating lots of fields can be done quickly via the IDE, rather than the normal Force.com UI

Yes, I could refresh my Sandbox, which would result in a perfect match with Production. However, that also clears out all the data and I hate having to reload Contacts and various objects just to be able to use the system productively.

So, I had a problem. My code was in Sandbox, my config was in Production. What to do?

Enter the new Metadata Migration Tool! (aka Force.com Migration Tool)

Just out with the Summer ’08 release is this new user-unfriendly, but perfectly useful tool. Unfriendly because it uses Ant scripts, with XML configuration files much like running Data Loader in batch mode. Perfectly useful because it was exactly what I needed!

In no time I managed to configure the system to extract my standard Campaign object and a matching Page Layout from Production, then deploy it to the Sandbox. Voila! My configuration was copied across without having to reload the whole Sandbox.

Some tricks I figured out:

• In the build.properties file, I changed sf.username to sf.usernamePRD and added sf.usernameSandbox. That way, I can refer to different environment within the build.xml file. Same for sf.serverurl.
• Layout names are prefixed with the object name. To retrieve my Page Layout called “Webinar Layout” that’s on my Campaign object, I had to put this in my package.xml:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Campaign</members>
        <name>CustomObject</name>
    </types>
    <types>
        <members>Campaign-Webinar Layout</members>
        <name>Layout</name>
    </types>
<version>11.0</version>
</Package>

The Bottom Line

• The Metadata Migration Tool is very useful
• I wish it had a better interface, or was integrated into the Eclipse development tool