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Promote Tableau Next Assets to Production Using the Salesforce CLI
Download a manifest from Task Manager, retrieve asset metadata from the source org, and deploy it to your production org using the Salesforce CLI and VS Code.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To deploy Tableau Next assets: | System Administrator profile AND Data Cloud Architect permission set AND Tableau Next Admin permission set |
| To access asset metadata: | Metadata API Edit Access |
Before you begin, complete these prerequisites:
- Create a deployment connection between the production org and the Personal Org. See Authorize a Deployment Connection.
- Install VS Code, the Salesforce Extension Pack for VS Code, and the Salesforce CLI. See Installation Instructions.
For previous steps in the promotion process, see Review and Complete Asset Promotions from Personal Orgs to Production.
In this flow, you download a manifest from Task Manager in Tableau Next, use the Salesforce CLI to retrieve the asset from the Personal Org into a local project, and then deploy the asset to your production org. This flow is required when promoted content includes Excel files or data connections, and is also available for any promotion.
Authorize Your Org
-
Authorize your CLI environment using one of these methods.
- JWT flow: Run
sf org login jwt. See Authorize an Org Using the JWT-Based Flow for instructions. - Web login: Run
sf org login weband enter your credentials in the browser that opens.
- JWT flow: Run
Create a Project for Promotion Assets
-
Open VS Code and create a Salesforce DX project.
- Open the VS Code Command Palette (⇧⌘P) and enter SFDX: Create Project.
- Press Enter to use a standard project template.
- Enter a project name and press Enter.
- Select the directory where you want to create your project and click OK.
- In the new project, create a folder for the package manifest files. For example, manifests.
Retrieve the Promotion Asset
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In Task Manager in Tableau Next, download the manifest file for the promotion request. You
can use the downloaded manifest file to retrieve the asset metadata from the source org.
-
In VS Code, run the
sf project retrieve startcommand to retrieve the asset metadata from the Personal Org.Syntax
sf project retrieve start --manifest <path_to_manifest_file> -o <source_org_alias>Example
sf project retrieve start --manifest manifests/manifest.xml -o personal-orgThe command creates metadata files for each asset in the manifest and writes them to ../force-app/main/default in your project.
Deploy the Promotion Asset
-
Now that all metadata files are in your project folder, you can deploy them to the destination org. In VS Code, run the
sf project deploy startcommand to deploy the assets to your production org.
Note Before you can deploy the project to the destination org, you must Authorize Your Org.Syntax
Add the manifest path to the project json file.
sf project deploy start --manifest <path_to_manifest_file> -o <target_org_alias>Example
sf project deploy start --manifest manifests/manifest.xml -o prodThe command creates the Tableau Next assets in the production org using the metadata files for each asset in the manifest.
-
Confirm that the assets appear in Tableau Next. Then, mark the promotion completed in Task
Manager
.
The promoted assets are available in your production org.
