Package Items

Platform elements can be selected for inclusion in a Package as package items. When selected, dependent elements are automatically included. Items that are related, but upon which the selected item does not actually depend are excluded by default--although they can generally be selected manually, if desired.

Standard Dependencies

Platform Element	Dependent Elements
Application	Includes Application settings Includes all Custom Objects used in the application, along with their dependencies (see below) Includes all Global Picklists referenced by a field in an included object Includes all Classes that are referenced by a Business Rule or Macro Includes Dashboards that are visible to all, a Role, or a Team. (Does not include private dashboards.) Includes all Pages used in Dashboards, Web Tabs, and Sites, as well as all Pages invoked by an Action Button Includes all Reports that are attached to an included dashboard. (Does not include other reports. They can be selected separately.) Includes all Roles used in the application Includes all Sites defined in the application Includes role-based Tab Preferences for objects Includes all Team definitions that are referenced in a Business Rule, Process, or Macro Includes role-based View Preferences for objects Includes all Web Services that are used in a Process, an External Lookup, an External Data Source, or a Business Rule Includes all Web Tabs defined in the application
Objects (Custom Objects and System Objects)	Includes all object settings and object relationships, including Record Locators Includes all objects that are the target of a Lookup Note: Does not automatically include objects that have a Lookup to the current object. If such Related Objects are not included in the package, any Related Information sections defined in object forms are automatically removed. Includes all objects that are encompassed by a Rollup Summary Field Includes Business Rules Includes Document Templates Includes External Data Source definitions Includes Forms, Layout Rules, Form Scripts, and Custom Form Actions Includes Fields and Field Scripts Includes Indexes Includes Macros Includes Processes Includes Validations Includes Web Forms Excludes Reports Reports can be individually selected. Reports on an object are not automatically included. Excludes data Data is not included automatically. Java code can be written to create Package Data classes that add selected records during packaging, and that take the records out when the package is installed.
Object data and other data (Package Data)
Classes (includes user-created classes)
Mapping Profiles
Pages
Processes	The Business Hours Calendar used in processes. (An installed calendar is never overwritten, so installers are free to modify the calendar to suit their purposes.) Teams and Roles used in Process tasks
Reports
Sites	Includes Pages
Static Resources
Teams
Team Data Sharing Policies	Includes Teams and Roles involved Includes Child Teams if the Include Child Teams option is selected for that team
Translation Workbench	Includes localized labels and items
Web Services
Web Tabs	includes Pages, and any referenced Widgets (if available)

Special Dependencies

When the following elements are added to a package, the listed items are added as dependencies:

Team Data Sharing Policies

Roles and Teams included as dependencies

• If the Include Child Teams checkbox is enabled, the child teams of the selected teams in the Data Sharing Policy are added as dependencies

Objects in a Master-Detail relationship

Note: The "Master-Detail relationship" option on a Lookup field has been deprecated. This section is provided for legacy objects that have a Lookup field for which that option has been selected. Learn more: Master-Detail relationships If a Detail object is added to a Package, the Master object is added (automatically) as a dependent object If a Master object is added to a Package and if that Master object includes any Rollup Summary Fields, then the Detail object is added (automatically) as a dependent object When a Tenant installs a Package, the Rollup Summary Fields limit defined in Manage Tenant Capabilities is honored If the limit is exceeded, the installation process will stop and cannot proceed In order to complete the installation, delete existing Rollup Summary Fields to reduce the total number to within the defined limit After packaging, do not add or remove any Master-Detail relationships; doing so may cause unexpected results and/or loss of data

Items that are Never Packaged

These platform elements are never added to a package. Customizations made by the subscriber remain intact.

• Access Profiles
• Knowledge Base articles
• Knowledge Base categories
• SLAs

How Package Items are Applied

The principles that follow summarize the behavior of package items at installation time. Detailed tables list the behavior for individual items, following the summary.

Principles

• New items in the Package are added to the subscriber's system, while items with the same ID are replaced, or updated.

Note:

All aspects of an object (fields and forms, validations, and so on) are given a Globally Unique ID or GUID. Those IDs are preserved when the package is installed, which allows existing items to be replaced while new items are added. (When the overwrite option is chosen, items on the target system that do not have a matching GUID in the package are deleted.)

• If the subscriber created a new platform element with the same name as an item included in the package, the subscriber gets an error. (The error occurs immediately after they select the package. Installation is not allowed to proceed.)
• With few exceptions, modified items in the Package replace the versions that came from a previous Package.
  The exceptions are:

• Global Picklists -- Subscribers are expected to have added items and modified labels, so they are left intact.
• Email Templates -- Subscribers are expected to have customized email templates with their return address, signature text, and possibly logo images, so they are left intact.
• Roles -- During installation, the subscriber has the option of merging or overwriting roles that are included in the package.
• __TBD: Confirm that Web Services are not part of this list.__

• Items deleted from the packager's application are never deleted from the subscriber's system unless the Overwrite Previous Package option has been enabled by the Service Provider, and the packager has chosen the Overwrite option. (Then, and then only, items deleted from the Service Provider's system are deleted from the subscriber's system when the package is installed.)

Object Aspects

This table describes the behavior of individual Object Aspects.

Object Aspect	Included	Installed...
		Added if New	Updated	Deleted if Old
Business Rules	always	✔	✔	Packaging option
Custom Form Actions	always	✔	✔	Packaging option
Document Templates	always	✔	✔	Packaging option
Email Templates	always	✔	N	N
External Data Source definitions	always	✔	✔	Packaging option
Fields	always	✔	✔	Packaging option
Field Audit Log Settings	always	✔	✔	n/a
Field Scripts	always	✔	✔	Packaging option
Forms	always	✔	✔	Packaging option
Form Scripts	always	✔	✔	Packaging option
Indexes	always	✔	✔	Packaging option
Layout Rules	always	✔	✔	Packaging option
Macros	always	✔	✔	Packaging option
Processes	always	✔	✔	N
Quick Text	always	✔	__TBD__	Packaging option
Record Locators	always	✔	✔	Packaging option
Subforms	always	✔	✔	Packaging option
Validations	always	✔	✔	Packaging option
View definitions	visible to all or to a Role	✔	✔	Packaging option
Web Forms	always	✔	✔	N

Application Elements

This table describes the behavior of other platform elements that go into an application.

Application Element	Included if		Installed when
	Selected	Referenced by	Added if New	Updated	Deleted if Old
Application	✔	specified Package Dependency	✔	✔	N
Access Profiles	not included
Business Hours Calendars	✔	Process	not included
Classes	✔	Business Rule Macro	✔	✔	N
Customer Satisfaction Surveys		ServiceDesk	✔	__TBD__	n/a
Case Analytics Dashboard		ServiceDesk	✔	__TBD__	Packaging option
Dashboards		if visible to all, a Role, or a Team	✔	✔	Packaging option
Global Picklists		Object Field	✔	✔	N
Knowledge Base articles	not included
Knowledge Base categories	not included
Mapping Profiles	✔	__TBD__	✔	✔	Packaging option
Custom Object definitions	✔	Lookup field Rollup Summary Field	✔	✔	Packaging option
Object records	✔	Package Data class	as defined by the class
Pages	✔	Custom Form Action Dashboard Site Web Tab	✔	✔	Packaging option
Reports	✔	Dashboard	✔	✔	Packaging option
Roles	✔	Application Team Data Sharing Policy	✔	Subscriber choice	N
Sites	✔	Application	✔	N	N
SLAs	not included
Static Resources	✔		✔	✔	Packaging option
Tab Preferences	✔	Role	✔	✔	Packaging option
Team definitions	✔	Business Rule Macro Process Team Data Sharing Policy	✔	N	N
(global) Template Variables		Custom Form Action that executes JavaScript Email Template __TBD: Document Template__	✔	N	N
Team Data Sharing Policies	✔		✔	✔	Packaging option
Translation Workbench	✔		✔	✔	__TBD__
View Preferences		Role	✔	✔	Packaging option
Web Services	✔	Business Rule External Data Source External Lookup Process	✔	__TBD__
Web Tabs	✔	Application	✔	✔	Packaging option

System Elements

This section describes important system-object and system-configuration items:

System Element	Included if		Installed when
	Selected	Referenced by	Added if New	Updated	Deleted if Old
Access Profiles	✔		not included
Business Hours Calendars	✔		if referenced by a Process	N	N
Email Channel settings	✔		not included
Facebook Channel settings	✔		not included
LDAP Configuration	✔		not included
Marketplace listings	✔		not included
Service Portal settings	✔		not included
Scheduled Jobs (However, Scheduled Rules are included,  along with other Business Rules)	✔		not included
Single Sign-On settings	✔		not included
Twitter settings	✔		not included
Team-object Business Rules	✔		✔	✔	Packaging option
User-object Business Rules	✔		✔	✔	Packaging option
User-object Fields	✔		✔	✔	Packaging option
User records	✔		not included