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Tips for Migrating CRM Analytics Assets with an Ant Script
If you use the Salesforce Ant Migration Tool to migrate CRM Analytics assets between orgs, consider the following tips.
If you migrate a dashboard configured with conditional formatting, you must manually add the corresponding asset XMD to the project manifest (package.xml) before deployment to the target org. This step is required because the asset XMD contains the conditional formatting settings for the dashboard and is not included in the package.xml file, by default.
In the following sample package.xml, the first <types> node specifies the dashboard and the second node specifies the
associated asset
XMD.
<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
<types>
<members>MyDashboard_DevName</members>
<name>WaveDashboard</name>
</types>
<types>
<members>MyDashboard_DevName</members>
<name>WaveXmd</name>
</types>
<version>43.0</version>
</Package>For the asset XMD <types> node, <members> specifies the dashboard dev name and <name> specifies the metadata type for an asset XMD.
If you don’t add the asset XMD to package.xml, the dashboard migrates without conditional formatting. If needed, you can reapply the conditional formatting to the dashboard in the target org.
