Questions tagged [data-migration]

Data migration refers to moving metadata between a local system directory and a Force.com organization. A Force.com organization to another or an External System to a Force.com organization.

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23 views

Data Migration in Salesforce / Data Architecture Changes in Org [closed]

I am having one question We are having a data architecture project going on where we are creating a new custom object called Legal Entity & Moving around 60 fields from account object to Legal ...
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Transfer Email Templates and content from one Exact target to another (Marketing Cloud)

A client migrating from Exatcttarget 1.0 to 2.0. We have 400+ email templates to transfer. What's the preferred way to achieve this while keeping the native capability of drag&drop to edit emails? ...
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How to Deploy Inactive Duplicate and matching rule

Before Data migration, we perform some pre-steps to migrate the data (data from source to destination Should be same) Deactivating duplicate and matching Rules is one of the steps we perform as the ...
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33 views

SFDX bulk upsert, doesn't work even with samples. Field name not found : First Name

I'm trying to use sfdx bulk api capability, but so fast I'm unsuccessful. No matter the file I get InvalidBatch : Field name not found : FirstName or any other field that is specified first in the ...
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24 views

Attach Files to Email Message when in Draft State

I am bulk uploading files into our SFDC org. I am following this guide: https://www.simplysfdc.com/2018/02/salesforce-mass-upload-files-to-files.html When I upload the file that is attached to an ...
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Migrate Attachments as a Content Document in other org

I am migrating the data from one org to another org. Let's assume Source Org as S (from where I need to migrate the data) and Destination Org as D (where I need to insert the Data). Now in org S, ...
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75 views

Dataloader CLI problems with mapping of CSV File

I try to DELETE some Data from my Org. I have written a process-conf.xml with 4 Beans which work in BulkApi Mode and a Windows Batch File which calls the Jobs: Job1) extract DATA from SF via SOQL &...
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32 views

Data Migration - Replication vs Bulk API

I'm curious to understand the pros and cons of the Replication API and the Bulk API When migrating 20 objects with approximately 75MM rows, which would you choose? Why? Which would be fastest? Why?
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How to avoid communication to be sent during a data migration?

in Marketing Cloud integrated with Sales Cloud, we have many journey builders (triggered on creation/edit of salesforce data event) and some triggered sends. Sales Cloud has to do a data migration ...
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1answer
76 views

Load PricebookEntry in empty Scratchorg with Cumulusci

When generating a .yml file with generate_dataset_mapping with cumulusci it resolves in following code(sample): Insert Product2: sf_object: Product2 table: Product2 fields: Id: sf_id ...
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Migrating file from one org to other

I have been working on Data Migration from Salesforce to Salesforce. For Attachment to ContentDocument I have got a good article - https://www.simplysfdc.com/2018/02/salesforce-mass-upload-files-to-...
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2answers
150 views

Community Deployment

I am trying to deploy community from one dev sandbox to another(through change set). When i am trying to deploy with no community with same name i get: This record isn't in the target org: Partners. ...
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25 views

Is it possible to pull all Salesforce Ids as a CSV

When migrating certain Objects like attachments, there are parentid relationships that may be related to different objects/records ids. https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/...
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1answer
53 views

Is this possible to migrate user records from one organization to another using SFDX?

I am trying to migrate users from one org to another using SFDX. If I include ProfileId and UserRoleId, I receive errors Reference UserRole not found for UserRoleId. Skipping record undefined and $ ...
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2answers
83 views

Questions: Migrate data from one organization to another

I am in the process of planning out and executing how we're going to migrate data from one SF organization to another. I want to make sure I do this properly. Based on https://help.salesforce.com/...
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536 views

Created by field is not showing in Data loader

I am uploading case through dataloader . But while mapping the fields from CSV to salesforce fields "Created by" field is not showing on the time of mapping from data loader on the time of Insert the ...
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1answer
25 views

Method for synchronizing Contacts Fields with Leads Fields Using Metadata

Our org created 20k+ "contact" records in custom objects that was later migrated to the proper Contacts object without using Leads for anything. Over about 6 years many custom Contacts fields were ...
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240 views

could anyone explain, why this error comes “DUPLICATE_VALUE:This price definition already exists in this price”

DUPLICATE_VALUE:This price definition already exists in this price
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Data Migration of select leads and its related activities

I need some help with migration of some leads and its related tasks from one prod org to another. I have a list of 40k leads which need to be moved over and with it all the tasks related to these ...
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1answer
41 views

Data migration from MS Dynamic 2011 to Salesforce [closed]

How to migrate the data from MS Dynamic 2011 CRM to Salesforce? is there any API? Please help me on this.
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1answer
253 views

Does Dataloader Command Line Run Triggers

I have a process to insert records into salesforce using dataloader command line. The process works fine. However, there's a before trigger on the object which does not seem to be firing for this ...
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1answer
855 views

Inserting Chatter FeedItems with type 'TrackedChange'

I am trying to insert a Chatter FeedItem through Data Loader. When the type is 'TrackedChange', I am getting the error 'Cannot directly insert FeedItem with type 'TrackedChange'. How can I solve ...
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1answer
443 views

Convert Business Account in to person Account (Associated with Portal User)

I am new to person Accounts in salesforce. I am trying to convert a Business Account, which is associated with the community user into person Account. I saw the limitation in salesforce documentation ...
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2answers
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How can I migrate data and related data from one org to another org?

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 ...
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1answer
205 views

Pardot Prospect sync when connecting to a new SFDC org

in a new project we have a bit of a tricky migration issue I never faced before, described in the following: The context: The customer moved his Service Cloud license to a reseller. Due to this we ...
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1answer
785 views

Data Sync from Salesforce to Pardot

I just wanted to understand one thing here for Pardot syncing, what happen when I unverify the connection and migrate data into Salesforce? does this migrate all the leads/contacts from Salesforce to ...
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2answers
876 views

What is the sequence of migrating data from one Salesforce to another Salesforce org

I want to transfer all my data from one Salesfoce org to another Salesforce org. Kindly let me know sequence of data import. What object's data shoud i import first?
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251 views

Does creation/update of an EmailMessage record ever send an actual email?

I suspect the answer is no, that one would need to use an unrelated call such as sendEmail() or something like that to actually send a message. That said, I'm in the process of doing a data ...
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1answer
853 views

Data migration question for Marketing Cloud

I have a question regarding a data migration that one of our clients want to do. So they currently use lists in marketing cloud where email is the unique identifier. They have planned to export data ...
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1answer
694 views

Push & pull data with sfdx commands

We were trying to export & import data from a sandbox using the sfdx tree export command. Even after going through the different links on google I could not understand how will we export a ...
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1answer
315 views

Is it possible to migrate all collateral from Pardot to Marketing Cloud seamlessly with an app or some code?

I would like to know if it is possible to migrate everything created in Pardot (Engagement Studios, Content, Files, Campaigns, Lists, Dynamic Lists, etc) seamlessly into the Marketing Cloud when a ...
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604 views

How to change the record type of existing opportunities to another record type?

There are around 800 opportunities for which I want to change the record type of that opportunities. These 800 opportunities are related to different product books. when I change the opportunities ...
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1answer
49 views

Data migration in opportunity object

Scenario: Under opportunities, country and state were text fields, however with the client requirement I have changed country and state fields as picklist. Country being the controlling picklist and ...
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249 views

How to migrate large data volume from On-premise to Heroku Postgres [closed]

We are planning to migrate large volume of data from on-premise Oracle DB to Heroku Postgres in Private Space. We are using Heroku to build our API Services for various channels e.g. portal / mobile ...
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2answers
159 views

Importing emails in a specific order using the rest API

In a data migration context from a Salesforce organization to another one, a requirement we have is to transfer the 'EmailMessage' from an organization to another. As they are the main interaction ...
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1answer
37 views

I want to know if there is a solution that every time we upload the CSV file , it doesn't create new contacts and households

I'm trying to import a combined fully mapped CSV file on a Salesforce non-profit package with Data Import Wizard you know that we focus on 3 objects in this case : (households(account) , Donors(...
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602 views

Why doesn't Dataloader use specified 10k batch size when Bulk API is selected?

I have this sample CSV file containing 10,000 records (with 33 columns) I'd like to import it via Dataloader into Case object at my sandbox environment. I tried using these settings below with Bulk-...
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1answer
603 views

How to test a data migration is done correctly?

How can I check that a data migration project (data migration from excel sheets to salesforce) is done completely right ?
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4answers
869 views

Data Migration from one production org to another

how do I migration data from one live org to another? We have a requirement to move data from objects which include account, contact opportunities, related activities and a bunch of custom objects. ...
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47 views

Merging cases coming from several systems into one record type for history purpose

I wanted to use a custom object, but I was given are to use the case object for the following: In a systems decommissioning context, I was asked to design a means to merge all data structures into ...
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59 views

rendering error after enabling salesforce to salesforce data migration

after enabling salesforce to salesforce migration. It gives me error while displaying all fields of my custom object on visual-force page. public class MyClass { public Map<String,String> ...
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1answer
30 views

Related objects for Account and Opportunity

I am using a tool which backsup data from my SFDC instance to local MySQL database. I am concerned with Account and Opportunity object only. But I want to bring all those other objects which are ...
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1answer
38 views

how to open all record inserted from data loader

i confuse with salesforce, how can i use records that insert from data loader without open the record manually. Example : i create custom object 'Book' just contain Name standard field, then i ...
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1answer
69 views

tool for testing data between salesforce and dynamics?

we are currently migrating from dynamicsCrm into salesforce. Our data migration mapping is 99% there and i would like to know is there a way to compare data between dynamicsCrm and salesforce. Only ...
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35 views

Easiest way to perform a salesforce to salesforce synchronization (one way)?

We have 2 salesforce organizations. We have a requirement to synchronize changes on data made in the "source" organization to the "target" organization (preferably automatically). We have quite a few ...
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2answers
1k views

Copy Custom Object From One Org To Another

Is it possible to copy one custom object from my salesforce org to another salesforce org? How?
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1answer
36 views

Import Data to Salesforce from another sources

If I have any data that I generate with another programming language, or just data in any text format, and I want to work with this data in Salesforce(It is not any records, It maybe list of some ...
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740 views

How to prepare a dynamic SOQL in Talend?

I want to setup a ETL job in Talend to query intersection of data between two salesforce prod environments. And here is what I want to do: Query list of accounts from one salesforce org. Take a ...
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1answer
414 views

can't export project to eclipse IDE

I'm trying to export a project to eclipse IDE and im doing all the first steps correctly. I managed to fill in the security information eg. security token and everything then I select that I want to ...
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3answers
179 views

Data migration of custom objects

Could you please explain and advise which are the best ways to do Data Migration in Production Envrionment. Before I start the data migration do I need an additional environment for backup? I am ...