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Redwood migration- Which configurations do not get migrated by the CX extension generator

  • Writer: Ankur Sharma
    Ankur Sharma
  • Jul 11
  • 1 min read

The Sales Cloud CX extension generator is capable of migrating your custom objects and layouts, but it does not migrate all the configurations. Below is a list of configurations that are not migrated by the CX extension generator.

  1. Layout conditions (Rules) that have groovy expressions. E.g. showing a specific Account layout if Account profile type is Customer. Its typically very easy to do Visual builder layout rules editor but needs to be done manually.

  2. Field level expressions for making fields conditionally updatable, required or hidden at field level or at layout level in Simplified (Classic) UI.

  3. Field-level triggers update field values based on changes to other fields, such as updating the Account category and Customer number on the Opportunity object when an Account is selected in the Account DCL field on the Opportunity object.

  4. Out-of-the-box child objects like Address or Revenue Items (Products) require manual addition of custom fields to layouts.

  5. Actions & Links - Since Redwood lacks actions and links, these must be implemented using Smart Actions.

  6. Layout grouping of fields into different sections

 
 
 

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