What is Quick Retrieval?
Creating a snapshot to pull in changes can be a time-consuming process. If snapshot speed is a concern and your team is authorized to use Heroku, Flosum recommends using our new Quick Retrieval feature. After a one-time configuration, Quick Retrieval can:
• Speed the deployment process by automatically retrieving changes from developers' sandboxes.
• Improve developer productivity by automatically capturing all changes in the org. Developers won't need to remember what components they changed and when.
• Add estimated changed-on dates if needed, even for those pesky standard objects!
How to configure Quick Retrieval
Before you begin: Please ensure that you have a Heroku account. Once you have a Heroku account, please contact your Flosum Customer Success Manager to set up a working session to give you access to the Heroku application. All orgs using Quick Retrieval will need to be upgraded to Flosum's Fall 2019 release or later.
Step 1: Creating the Heroku application
Go to the GitHub account provided by your Customer Success team.
Go to the repository "Heroku Snapshot.
Click the button "Deploy to Heroku" to deploy the application to Heroku. (See Fig. 1.)
Enter application name you want to give to this Heroku app and click the button “Deploy app”.
This should result in the successful deployment of the code in the GitHub repository to the Heroku app.
Step 2: Access token for Heroku
In Flosum, select the "Settings" tab. Scroll down until you see the section called "Authorization token for Heroku services". Click the "Get Token" button and copy the generated token. (See Fig.)
In Heroku, select the app. Next go to the application settings page and click the "Reveal Config Vars" button. (See Fig.)
Key : sftoken;
Value : the token which has been copied in Flosum.
Click the "add" button.
Step 3: Creating “Named Credentials”
In Heroku, select Name app. Next go to the application settings page and copy the domain. (See Fig. 3.)
Now in Flosum select the Setup Gear. In the Quickfind box, search for "Named Credenitals". Then you will add a new Named Credential. The URL is the domain that you just copied from Heroku. (See Fig. 4.)
Step 4: Enable 'Quick Retrieval'
In Flosum, select the "Settings" tab. Scroll down until you see the section called "'Quick Retrieval' feature". Select the appropriate Named Credential and toggle the switch for “Quick Retrieval is Active" to the on position. Then select "Save". (See Fig. 5.)
Step 5: Add your Org to Quick Retrieval.
In Flosum, select the "Orgs" tab. In the Orgs tab, you'll find the Org that you want to retrieve from. Once the Org is selected, use the button "Retrieve Latest Changes". (See Fig 6.)
Once that is completed, you will be able to come back to this page to see if the Org is set to Auto Retrieve and the time of last retrieval. (See Fig. 7.)