Migrating MyInsights Content

  • Browser (Lightning)

The myInsightsV2 Lightning Web Component allows admins to migrate MyInsights content between sandbox and production orgs without manual intervention.

Enabling MyInsights Migration

To enable this feature:

  1. Grant admin users FLS edit permission to the External_Id_vod field on the HTML_Report_vod object.
  2. Grant end users FLS read permission to the External_Id_vod field on the HTML_Report_vod object.

Using MyInsights Migration

Ensure the External_Id_vod field is populated in the Lightning Web Component of the record you want to migrate.

If the External_Id_vod field is left blank, the Salesforce Id Is used and can cause the migration to fail.