Editing a Levels Template for Salesforce

View Mode

In view-only mode, you can export the seeding template's levels hierarchy and run seeding jobs. If your template contains multiple roots, you can generate a preview for all the templates roots at once. by clicking the Regenerate All link. If this template is being used in a scheduled seeding job, the Scheduled seed icon is displayed above the Template Builder tab's border on the right. In this icon, click to open the Scheduled tab in a new browser tab.

In the Template Builder tab, when viewing a seeding template that is locked by another user for editing, the Lock icon appears in the upper right of the UI. Users that are assigned the Master Admin role can use the Make me editor link. Master Admin users can access this link by hovering over the. This link then expands and shows a message about the template being locked for edit, followed by the Make me editor link.

Clicking Make me editor:

• Refreshes the display of the seeding template to present the latest state of the template
• Keeps the template in Edit mode
• Assigns the Master Admin user as the template's current editor, who can then modify the template and, also, publish the template

Edit Mode

While a template is in Edit mode, it is locked, and other users can't edit it.

If you are not authorized to view production data, you cannot modify both the Template Source field and the Anonymization Template field.

When running a seeding job using a seeding template that is in Edit mode, the seeded data is according to the template as currently displayed in the editor (other users would run a seeding job using the published version of this seeding template, if a published version exists). If this template is being used in a scheduled seeding job, the Schedule seed icon is displayed above the Template Builder tab's border on the right. In this icon, click to open the Scheduled tab in a new browser tab. Click Edit to edit the template. In edit mode, you can make changes without disturbing other users from using the published version of the template to run seeding jobs. Editing changes that you make are not published until you click Save. Click to discard your changes and return to the last saved display.