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I have a requirement to migrate data and I have a lot of related data, records and relationships to maintain.

Is there a utility or tool to help me do this to minimize the amount of manual steps I would have to do to migrate data and related data from one org to another org?

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4 Answers 4

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Yes, there are a few different tools out there on the AppExchange and elsewhere that allow you to upload related records in a single pass. Services like Sesame Software's Relational Junction, Informatica, and Dataloader.io can do this, and have varying costs depending on how much you want to migrate. Please do appropriate research before selecting a service; the named products are simply examples, not an endorsement for any particular service.

Migration using Salesforce DX is possible with its force:data:tree:export and force:data:tree:import commands, but works better with small batches (hundreds to thousands of records). However, there's no real GUI for it, so you have to do a bit of typing to get things done.

The Apex Data Loader doesn't do this out of the box, but with some work in Excel you could do this manually. I've successfully migrated a few hundreds of thousands of records in just a day or so manually, you just need to be aware of how to map the old ID values to the new ones; I typically use External ID fields to keep my records straight until I'm done.

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  • Thanks. What i'm really asking is there a utility to help handle the manual part of finding the relations or related data using excel?I mean we have tons to do.
    – user58
    Commented Aug 14, 2018 at 20:25
  • @user58 Are you trying to discover the relationships on the object? Where exactly are you stuck?
    – sfdcfox
    Commented Aug 14, 2018 at 20:28
  • On the Appexchange, both Data Migrator and Prodly Moover will maintain your data's relationships when you copy to the target instance. Commented Aug 14, 2018 at 20:29
  • @sfdcfox Yes.That is correct. I want discover the relationships on the object.
    – user58
    Commented Aug 14, 2018 at 20:30
  • @user58 Do you know about the Schema Browser? It's in Setup, and lets you see the relationships pretty easily.
    – sfdcfox
    Commented Aug 14, 2018 at 20:34
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I was able to create a sfdx plugin specifically on this matter. Please checkout this github readme. Its pretty straight forward -

GitHub repo to the sfdx plugin - readme guides how to install the plugin

  1. You specify a JSON file with queries in it.
  2. Run the command with path to json file and the user to run the command against
  3. It will generate plan for your queries in specified path
  4. Use standard sfdx import command to import data to org of your choice using the plan files

Checkout this demo video on YouTube

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You can follow the following article (#000326326): Best Practices when you migrate data

The main points:

  1. Identify the data you want to migrate
  2. Create templates for the data
  3. Populate your templates
  4. Prepare the destination org
  5. Validate the data

Anyone can do complex data migration manually also, but if someone needs to do this frequently I highly suggest using the available data migration App Like: Prodly or iSyncSF.

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You can avoid the time- and effort-consuming manual data migration. Let Salesforce partner transfer your business information from one org to another one accurate and safe saving all the relations between records.

Go to AppExchange and take a look at Data2CRM.

Hope it will help.

I manage the customer experience for Data2CRM

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  • 1
    Posting a link to a specific product under the title "AppExchange" is a bit deceptive. Please note that you must disclose your affiliation, if any.
    – David Reed
    Commented Oct 8, 2018 at 13:15
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    I've edited the link. Guess the answer is relevant as the question is about a utility or tool to help migrate data and related data from one org to another org. Is it OK now?
    – user56986
    Commented Oct 8, 2018 at 13:33
  • Are you affiliated with this product? You certainly seem to be, since your only three answers are promotional. You're not complying with the spam policy I linked to.
    – David Reed
    Commented Oct 8, 2018 at 13:35
  • This question does indeed disclose your affiliation appropriately. As such, I will clear the spam flag for now. But if everything you post is self promotional, you still may run afoul of our policies.
    – Adrian Larson
    Commented Oct 8, 2018 at 18:00
  • OK, thank you for the insight. I'll keep it in mind and follow the policies by posting useful answers, not the promotional only.
    – user56986
    Commented Oct 9, 2018 at 7:51

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