When using Salto for Salesforce, you can define which Salesforce Metadata Types you want Salto to manage, such as Apex Classes, Profiles, Objects, etc.
This is typically done by modifying the
include lists in your environment configuration
For data records like CPQ, you also have the
excludeObjects lists under the
However, we also provide some mechanisms to have more granular control on exactly what is fetched and managed by your Salto environment.
For data records
For data records like CPQ, you can tell Salto to only fetch records where a given custom boolean field is
For example, if you only want to fetch certain
Product2 records, you can create a custom field called
managed_by_salto__c (the actual name doesn’t matter as long as it’s a Boolean) and set this to
true for those records you want Salto to fetch.
Finally, you need to specify this field under the
saltoManagementFieldSettings configuration, like this:
Please note if this field exists in other objects and those objects are under the
includeObjects list, Salto will also check this field before deciding to fetch those records. In other words, you can use this field across all the objects you want Salto to manage, to decide exactly which records should be fetched.
For related parent records
Another scenario is where you have a lookup relationship from
Product_Master__c and you want to fetch only the
Product_Master__c records that are linked to the
Product2 records that Salto fetches.
To do this, you can include
Product_Master__c under the
allowReferenceTo object, like this:
Max records fetched per type
Finally, by default, we limit the number of records fetched to 5000 for a given object. You can override this limit by setting
maxInstancesPerType to a number greater than 5000.
Alternatively, you can set it to
-1 which will bring an unlimited number of records.