Transferring Settings from the Production Environment to Sandboxes

During the sandbox upgrade, all data is copied from the production environment, including critical data for CT Mobile functionalities, such as a cloud token and user profile IDs. If the profile IDs used do not match the sandbox profile IDs, the sandbox does not have the necessary settings, and there are no objects in the Selected column on the CT Mobile Control Panel: Offline Objects tab.

This article helps you to make it easier to migrate settings from the production environment to sandboxes.

After completing all the steps, perform a full synchronization in the CT Mobile app.

Important notes:

  • CTM Settings records with the Menu, Offline Objects, and Standard Related List record types store settings for the menu, offline objects, and standard related lists.

  • CT Mobile Control Panel displays settings for the menu, offline objects, and standard related lists given the CTM Settings records and others given custom settings.

  • CT Mobile app downloads settings from CTM Settings records and custom settings records.

Verify Remote Site Settings

For more information, refer to Remote Site Settings.

Go to Setup → Security → Remote Site Settings → verify that the specified URL contains the instance name of the sandbox, not the production environment.

Update Cloud Token

For more information, refer to CT Mobile Control Panel: Tools and CT Mobile Managed Package Update to v. 3.54.

Go to CT Mobile Control Panel: Tools → click Refresh next to Cloud Token.

If you use CT Mobile package v. 3.54 and higher with the CT Mobile app below v. 1.3, contact the Customertimes team to perform the required actions.

Update Profile IDs and Load Settings

First, define the profiles used and convert the profile IDs to an 18-digit format.

  1. Go to Setup → Custom Settings → click Manage next to Mobile Application Setup → click the profile → copy the 15-digit profile ID.

  2. Follow the link and convert the profile ID to an 18-digit format.

Perform steps 1-2 for all specified profiles.

Next, using Workbench or Data Loader:

  1. From the production environment, download the .csv file with the CTM Settings records and records of the following custom settings:

    1. Related List Filters

    2. Mobile Custom Details Settings

    3. Mobile Mini Layout Settings

  2. Replace the value in the Org ID/Profile ID field in the records from step 1 with the converted profile IDs in an 18-digit format. NOTE: If the Org ID/Profile ID field is empty on the Mobile Custom Details Settings and Mobile Mini Layout Settings records, do not enter any value—the settings are the same for all profiles.

  3. Upload the updated .csv file to the sandbox.

The setup is complete.

Check CLM Presentations

For more information, refer to Publishing CLM presentations.

For the correct display of CLM presentations:

  1. Go to Applications → select the required CLM presentation → click Renew slides and select the delay → click OK.

  2. Repeat step 1 for all active CLM presentations.

The setup is complete.

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