Create a Nodes Seeding Template

Craft Nodes templates for Salesforce to precisely populate data objects, tailoring data seeding to your organization's needs. Manually add root, child, and optional parent objects for targeted seeding, offering greater control but requiring deeper knowledge of the data hierarchy.

To effectively configure Nodes templates with the necessary objects, it is critical that you understand your data schema and object relationships and what you are seeking to accomplish with the data that you are planning to seed.

Note When configuring a Nodes template, you are going to add each root object, each child object and each optional parent object (mandatory parent objects are automatically added). In contrast, when configuring a Levels template, you add each root object and then define the number of object hierarchy levels (from none to 4) below that root object to include.

Create a Nodes template for seeding data:

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 Nodes 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 Nodes 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 Nodes template displayed in the Template Builder tab, configure it to address your specific data seeding needs. Follow the procedure provided in Build the Nodes Seeding Template for Salesforce.
   1. Learn about the Node Context Menu for a Salesforce Nodes Template.

      The size drop-down menu indicates how much data is currently in your template compared to the destination environment type of your choice. Please note that this is not the actual destination into which you are seeding, but rather a guide on whether it will fit in that org type (Developer Sandbox, Developer Pro Sandbox, Partial Data Sandbox, Full Sandbox).

   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.