List of Q-assign objects for data migration from one Org to another

Q-assign uses data loader for a smooth transfer of data to and from the app. For a successful import, it is necessary to know which objects to be included in transferring data from different parts of Q-assign. Below are listed some of the Q-assign objects.

1. Assignment Groups

To import Assignment Groups from one Org to another we need the following objects to be exported and imported by Data Loader:

 

Object

                        API Name

Description

QA Assignment Group

ortoo_qra__Assignment_Group__c

This is the main object of Q-assign. it contains all the information about records assignment criteria, records source, assignment method, mode, cap, and quotas, etc.

QA Assignment Group Member

ortoo_qra__Assignment_Group_Member__c

This is the second main object of Q-assign. It contains information of the user to assign records, the number of records already assigned, its quota limits, active records count, etc.

QA Active Record Criteria

ortoo_qra__Active_Record_Criteria__c

It defines the active criteria of records.

QA Action

ortoo_qra__Action__c

 

QA Matching Rules

ortoo_qra__Matching_Rules__c

It has Follow me/Member Matching criteria linked to an assignment group

QA Member Point Criteria

ortoo_qra__Member_Point_Criteria__c

 

QA Object Selection Criteria

ortoo_qra__Object_Selection_Criteria__c

It has selection criteria information to select records from the source queue.

 

2. Q-assign Custom Objects

To Import QA Custom Objects, from one Org to another we need the following objects:

 

Object

                        API Name

Description

Q-assign Member Lookup Rules

ortoo_qra__Member_Lookup_Rules__c

This object serves as a 1-Many mapping with the User object. Attributes (fields) can be added to this object and later used by Q-assign configuration to run various types of matching rules while distributing records (such as Leads, Cases).

Q-assign User Attributes

ortoo_qra__User_Attributes__c

This object serves as a 1-1 mapping to a User object. Attributes (fields) can be added to this object and later used by Q-assign configuration to run various types of matching rules while distributing records (such as Leads, Cases).

 

Please contact us at support@ortooapps.com for any questions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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