Saving Customizations in a Single XML File

[guy_yedwab]

Hi everyone,

I came up with a cute strategy to save a series of customizations into a single XML file, and several people around the office told me that it seemed pretty helpful, so I'm posting it here.

Why use this method?
-Save your customizations locally so that a clone, wipe, z-boot, etc. can happen without ruining your customizations.
-Share customizations with other users without having to leave your customization as an update set on your instance forever.
-Create a customization package people can download to their own instance.
-Email customizations to one another, or attach them to forum posts

Alright, here goes.

PART ONE: CREATING AN UPDATE XML
1) Create an update set containing your customizations, and once it's done mark it as Completed
2) Set up a data source in your instance pointing at itself (copy-paste your own url into the data source url).
3) Click Retrieve Completed Update Sets.
4) Go to System Update Sets > Retrieved Update Sets
5) Select your update set, and export to "XML (all)"

Congradulations! You now have a single XML file that has all of the customizations in a single file.

PART TWO: USING THE UPDATE XML
1) Go to System Update Sets > Retrieved Update Sets
2) Import the XML that you've exported using the above method
3) Click Commit Update Set.

Congrats! In three easy steps, you've applied your customizations from a file you saved locally.

Let me know how it works for you!

[jerome_lambercy]

Great ! Working perfectly ! Thanks for keeping this functionality.

Regards,

J.