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?


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 Aug 14 '18 at 20:25
  • @user58 Are you trying to discover the relationships on the object? Where exactly are you stuck? – sfdcfox Aug 14 '18 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. – David Cheng Aug 14 '18 at 20:29
  • @sfdcfox Yes.That is correct. I want discover the relationships on the object. – user58 Aug 14 '18 at 20:30
  • @user58 Do you know about the Schema Browser? It's in Setup, and lets you see the relationships pretty easily. – sfdcfox Aug 14 '18 at 20:34

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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    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 Oct 8 '18 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 Oct 8 '18 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 Oct 8 '18 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 Oct 8 '18 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 Oct 9 '18 at 7:51

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