Create a Levels Seeding Template

Levels templates for Salesforce provide a more streamlined approach to managing complicated hierarchy structures compared to Nodes templates. By reducing complexity and automating relationship creation, Levels templates offer simpler seeding without requiring full knowledge of the data source structure. Create and configure a Levels template by adding root objects and selecting up to four hierarchy levels.

1. Begin the process by signing in to your Backup & Recover Platform.
2. In the menu bar along the top of the UI, click Seeding and then, in the Templates tab, click the + New Template… button.
3. Follow the procedure provided in Create a Seeding Template for Salesforce. Make sure that in step 3d, Type of template, you select the Levels option.
   

   Tip In the Description field of the Create New Template dialog, we recommend listing those objects that you want to add as root objects in the Levels template. If you don’t have any objects in mind, we suggest starting with the objects Account, Contacts, and Opportunities to get a sense of how the process works.
4. With your newly created Levels template displayed in the Template Builder tab, configure it to address your specific business needs. Follow the procedure provided in Build the Levels Seeding Template.
   1. Learn about the Node Context Menu for a Levels Template in Salesforce.
   2. While building your template and before publishing it, remember to periodically click Save so that recently applied updates are saved.
   3. When you complete building the template, click the Publish button.
5. It's time to begin data seeding! First, review seeding limitations.
   1. Next, manually execute a seeding job. Follow the procedure provided in Execute a Seeding Job for Salesforce.
6. In the Advanced tab of the <seeding template name> dialog, you can change the existing Seeding Source or the Update Indexing option.
7. In the dialog’s Automations tab, you can select Salesforce automations for Seeding processing to disable.
   

   Warning If you abort a seeding job before it has completed, Seeding processing cannot re-enable the selected automations that it previously disabled.
8. After clicking the Seed button, the UI displays the Recent Seeds tab. This tab contains an entry for your seeding job that reports a bunch of details about the job. See Recent Seeds Information and Seeding Job Reports (Salesforce).
   

   Note Editing a seeding template, while it is currently being used in a seeding job, doesn’t affect that job.