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            Data Replication Tasks in B2C Commerce

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            Data Replication Tasks in B2C Commerce

            A data replication process includes one or more configurable tasks that handle different types of data.

            Which Salesforce Commerce Product Do I Have?

            When selecting replication tasks, be sure to consider the files that they affect.

            Note
            Note Run the first replication to each target instance as a full global replication that includes all data. You can’t select individual tasks for the initial run.

            Global Data Replication Tasks

            Task Data Notes
            Assignments All assignments and their mapping to qualifiers, sites, and experiences. Also, the corresponding system object type extensions for this replication group are updated on the target system. Assignments are a generic means to define what is active under a set of conditions. Assignments provide a way for the merchandiser to define the rules the shopper must meet to be eligible for what they receive. Examples include store-based pricing and promotion.
            CSC Settings All Customer Service Center settings.  
            cross-site request forgery (CSRF) allowlist Pipeline/Start Nodes All CSRF allowlist pipeline and start nodes.  

            Catalogs

            Select one or more catalogs to replicate. Selecting Catalogs includes all catalogs. Deselecting Static catalog, either for all or individual catalogs, excludes the replication of static content like catalog images.

            Catalog content, including:

            • Catalog-specific static content such as catalog image resources (can be excluded)
            • Categories
            • Explicit recommendations
            • Products, including options, variation attributes, and sets

            The replication also includes system object type extensions:

            • Catalog
            • Category
            • CategoryAssignment
            • Product
            • Recommendation

            The replication ignores cross-catalog product references, such as category assignments and recommendations. When replicating individual catalogs that contain references to products in other catalogs, also replicate the referenced catalogs.

            Replicate any custom objects used in catalog data, such as custom recommendation objects.

            When replicating catalogs to production, also replicate the associated search indexes at the same time.

            Dynamic recommendations aren’t replicated because they’re dynamically generated on each instance.

            Catalog feeds aren’t replicated. Configure them directly on each instance.

            The replicated folders are https://[hostname]/on/demandware.servlet/webdav/[organization]/Catalogs/[Catalog name].

            If you exclude catalog-specific static content, make sure that new and changed catalog image resources arenʼt referenced.
            Custom Object Types System object type extensions and custom object types.

            Always define custom object types in a staging instance and replicate them to development and production.

            Although you can define custom objects at the global or site level, custom object types are always defined at the global level.

            This replication task deletes or overwrites any custom object type that was defined directly in the target instance.

            Always replicate a new custom object type before replicating any custom objects of that type.

            Replicating a custom object type replicates only the type's definition, not its object instances (unless you also replicate custom objects). For example, replicate a custom object type to production without also replicating objects of that type that were used for testing on staging. To prevent objects of a type from being included when custom objects are replicated, set the type to Not Replicable.

            Although you can define custom objects at the global or site level, custom object types are always defined at the global level.
            Custom Objects Organization-scope custom objects that are of types defined as Replicable. To make sure you have the latest version, this task also replicates custom object types that were already replicated.

            Replicate a custom object type before replicating custom objects of that type if the type hasn't been replicated before.

            Custom object types not managed in the staging instance are removed or overwritten in development and production instances.

            Custom objects of types defined as Not Replicable aren’t included.
            Customer Lists All customer lists, including their settings, such as password requirements. Customer profiles and sequence numbers aren’t replicated.
            Geolocations All geolocation data.  
            Global Sorting All global sorting rules.  

            Libraries

            Select Libraries to replicate shared library content. Select an individual library to include content belonging to it.

            All shared library content, including content assets, folders, and library static content. These system object type extensions are also replicated:

            • Content
            • Folder
            • Library
            		  
            OAuth Providers All OAuth providers.  
            OCAPI Settings Global Open Commerce API settings.  

            Preferences

            Select System Preferences or Custom Preferences. Select Preferences to include both.

            System and custom preferences, including:

            • Currency and exchange rate settings
            • Locale, region, and time zone settings
            • Locale and page meta tag settings
            • Order, invoice, shipment, and customer number sequencing rules
            • Organization Preferences system object with custom attributes and values
            • Primary Instance Group time zone
            • Supported countries and language codes
            • User security policy

            If either all Preferences or all Custom Preferences are replicated, the system object type extension OrganizationPreferences is also replicated.

            Note
            Note Configure the global security preference "Enforce HTTPS" separately for each instance. The Preferences replication task doesn’t replicate this setting.
            		  

            Price Books

            Select Price Books or Individual Price Book Selection. Selecting Price Books includes all price books.

            		 Product price books. System object type extension PriceBook is also replicated.  

            Sites

            Select one or more sites to replicate. Selecting Sites includes all sites.
            • Site definitions (including currency, taxation, and storefront server configuration settings)
            • Content library and assets
            • Site preferences (including catalog assignments, price books, inventory, and customer lists)
            • Site cartridge path from the Preferences task

            The replication also includes system object type extensions:

            • Content
            • Folder
            • Library
            • SitePreferences

            Custom site preferences are included, even if the Preferences task isn’t selected.

            When you create a site or modify its site data, run a global replication that includes its site task before running a site replication on it.

            The replicated folder is https://[hostname]/on/demandware.servlet/webdav/[organization]/Libraries/[library name] .
            Static content Global static content (non-catalog and non-library static resources), including images loaded into site content slots and assigned to system and custom objects.  
            WebDAV Client Permissions Global WebDAV client permissions.  

            Site-Specific Data Replication Tasks

            Task Data Notes
            A/B Tests Replicates the site's A/B tests.  
            A/B Tests and Experiences

            Replicates the site's A/B tests, promotions, slot configurations, and sorting rules. The following system object type extensions are also replicated:

            • Promotion
            • SlotConfiguration

            This task is a superset of the A/B Tests task.
            Active Data Feeds All active data feed definitions.

            Active data, such as metrics, isn’t replicated. Import active data from your production instance into a staging or development instance. Replicate active data feeds before importing active data to make sure that the data matches.
            Cache Settings Cache settings, including page cache settings, TTL of static content, and page cache partitions.

            Selecting this task overrides the Page Cache setting of the replication process. Replicating cache settings always invalidates the cache.
            Campaigns

            Campaigns and promotions, including promotion images. The following system object type extensions are also replicated:

            • Campaign
            • Promotion

            When you select this task, also replicate the source code groups, customer groups, and coupons used by your campaigns and promotions.

            Replicate Custom Object Types first if you have customized Campaign or Promotion objects.
            Content Library

            Library content, including content assets, folders, folder ranking, and library static content (title, description, URL, HTML content, and templates). The following system object type extensions are also replicated:

            • Content
            • Folder
            • Library

            Only content in the site's private content library is included. This setting doesn’t include content in shared libraries.

            Content feeds aren’t replicated. Configure them directly on the target instance.

            The replicated folder is https://[hostname]/on/demandware.servlet/webdav/[organization]/Libraries/[library name] .
            Content Slots Slots and slot configurations, including definitions of slot schedules, callouts, and assets. The system type extension SlotConfiguration is also replicated.

            The actual content in the slots is often in a shared library, which is replicated as global data.

            When you run this task, also replicate the categories referenced by your slots.
            Coupons Coupon IDs, definitions, and codes. The system object type extension Coupon is also replicated.

            Coupon redemptions and coupon export status aren’t replicated.
            Custom Objects Site-scope custom objects that are of types defined as Replicable. To make sure you have the latest version, this task also replicates custom object types that were already replicated.

            Replicate a custom object type before replicating custom objects of that type.

            Custom object types not managed in the staging instance are removed or overwritten in development and production instances.

            Custom objects of types defined as Not Replicable aren’t included.
            Customer Groups Customer group definitions and roles. The system object type extension CustomerGroup is also replicated.

            Calculated group memberships aren’t replicated. When you replicate dynamic customer groups, they don’t have members on the target instance until the background process that populates them runs.

            Individual customer records aren’t included.
            Dynamic Content External systems manage all dynamic content.  
            OCAPI Settings Open Commerce API settings for this site.  
            Payment

            Payment processors, payment methods, payment cards, payment-specific system preferences, and all custom preferences. The following system object type extensions are also replicated:

            • PaymentCard
            • PaymentMethod
            • SitePreferences

            Replicate any changed global and site preferences before replicating this data.

            Preferences

            Select System Preferences or Custom Preferences. Selecting Preferences includes both system and custom preferences.

            Site-specific system and custom preferences, including:

            • Active system locales
            • Basket persistence and behavior
            • Catalog assignments
            • User-defined custom preferences
            • Customer list assignments
            • Gift certificate email notifications
            • Inventory assignments
            • Order, invoice, shipment, and customer number sequencing rules
            • Order export delay
            • Pricebook assignments
            • Product lock times
            • Search and spell-check behavior
            • Site Preferences system object with custom attributes and values
            • Site cartridge path
            • SEO support (deprecated -- use Site URLs instead)
            • Storefront time zone and location

            If all Preferences or all Custom Preferences are replicated, the system object type extension SitePreferences is also replicated.

            Guided search settings are individually defined for each system in the Primary Instance Group.

            Selecting Preferences also replicates the cartridge path.
            Search Indexes

            Search indexes and dictionaries, including:

            • Products
            • Spelling
            • Content
            • Redirects
            • Synonyms
            • Suggestions
            • Rankings
            • Stopwords
            • Hypernyms
            • Sorting configuration

            Availability and active data indexes aren’t included because they depend on inventory data that is only available on the production instance.

            The search index update schedule isn’t included. Configure it directly on the target instance.

            Use the Preferences task to replicate search preferences.

            Replicate the templates, pipelines, and other code underlying your search feature. However, you can't change Salesforce B2C Commerce's underlying search and navigation processes.

            If a search index is rebuilt during replication, the replication can fail. When replicating search indexes, disable incremental search indexing and all scheduled index builds. Also make sure that running rebuilds have been completed.
            Shipping Methods All data regarding shipment and shipping methods. The system object type extension ShippingMethod is also replicated.  

            SEO

            Select Catalog URLs, Content URLs, Pipeline URLs, or Mapping and Redirect Rules. Selecting SEO includes all URLs and rules.

            SEO and static mappings

            • Catalog URLs--Generated category URLs, catalog-specific URL rules and product/category settings, locale settings, and general settings (lowercase and special character substitution)
            • Content URLs--Generated folder URLs, library-specific URL rules and product/category settings, locale settings, and general settings (lowercase and special character substitution)
            • Pipeline URLs--Pipeline aliases, locale settings, and general settings (lowercase and special character substitution)
            • Mapping and Redirect Rules--Static mappings, dynamic mappings, and URL redirects

            Site aliases aren’t included.
            Sorting All sorting rules and storefront sorting options.  
            Source Codes All defined source codes and source code groups. The system object type extension SourceCodeGroup is also replicated.

            Source code redemptions aren’t replicated.
            Stores

            All defined stores and store groups, including addresses and store hours. The following system object type extensions are also replicated:

            • Store
            • StoreGroup
            		  
            Taxation Tax classes, jurisdictions, rates, and tax-specific system preferences

            Tax calculation relies on the jurisdiction settings, which are part of the system preferences. They’re included in Taxation replication.

            See Also

             
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