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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Using Trialforce only for templates for private orgs

can I use Trialforce like that? without submitting templates&TSOs to reviews? Main purpose is to get around expiration date on Dev Org (my thinking: When am close to expiring on TSO-A, I will ...
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Encode/Decode ContentVersion Rest API Export and Upload [duplicate]

I’m working on a small python script to export ContentVersion records from one Salesforce org and migrate them into another. I’m using simple-salesforce. I am able to export the ContentVersion and the ...
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Export Contacts without Person Accounts

may I ask you one question, is there any easy way to export Contacts without Person Accounts. Currently I am trying to work with Helperfelds in the SOQL Query but wasn not successful, sadly. Still ...
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Way to migrate data in bulk which reference record types

Record Type standard object lacks Unique External Id field and doesn't allow to create a custom Unique External Id field, which brings a challenge to migrate data in bulk which reference record types, ...
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Salesforce to Salesforce data migration [closed]

I’m in the process of moving metadata and data from one source org to a new different target org. I’ve mostly completed moving all the metadata using ANT. I’ve moved some standalone tables of data ...
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Bulk migrate documents from legacy to Salesforce

I'm working in a data migration project and along with other data, I need to bulk migrate attachments from legacy platform to Salesforce. Is there an automated way to migrate the attachment data which ...
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139 views

Migrate Quote with Quote Number from one Salesforce Org to another

I'm migrating Quote record of one salesforce instance to another Salesforce instance. The Quote number in source org is in Q-{MM}{YY}-{0000} format. I have changed the quote format in my target ...
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186 views

How to clone business units in marketing cloud?

I have multiple business units in the marketing cloud. Is there any way to clone one business unit data like(journey, data extensions, contact, and contents) to the new business unit?
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How to manually link existing records for Saleforce-to-Salesforce

I have Salesforce-to-Salesforce set up and working (with automatic sharing etc). It works great for go-forward records. I'm struggling to find out how to deal with existing records that exist in both ...
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1k views

Ability to set CompletedDateTime on Task object while loading tasks from data loader

We are trying to load tasks using data loader, where curtains tasks need to be loaded in 'Completed' status, we have observed if a tasks get's loaded with 'Completed' date the System is automatically ...
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Changing NULL to empty

Migrating from a SQL based system and using dataloader.io. The NULL values appear to have come over as "NULL" and when I try to create a duplicate rule it is saying there are too many ...
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Data Migration - How to set Opportunity Closed Date in Past?

I am doing a data migration from another CRM to Salesforce. Some of the opportunities in the legacy system have a closed date in the past. When I try to migrate those into salesforce, I get an error ...
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How can I export all my Salesforce Community data? [closed]

My team is currently attempting to migrate out of Salesforce Community, but we are having a really hard time figuring out how we could: Export all discussions Export all users The documentation for ...
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Migrating multi currency data to another org where Multi currency is not enabled

We are migrating data(Account,Contact,Opportunity,Product,Pricebook,LineItems) from one org to another org. Source org has multi currency enabled where as target org has not as it uses only USD. We ...
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How to bulk transfer reports from one .org to another .org?

My task is to upload all of the reports of an old .org to a completely new .org I found that it is possible to retrieve reports via .xml-files from an old .org and upload it to a new org via workbench....
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Can historical EmailMessageRelation records be migrated? (CreatedDate is not writeable even with relevant permissions)

I am unclear how one can migrate EmailMessageRelation records because the 'CreatedDate' field is not writeable even with the relevant permissions ('Edit access on Read Only fields' and 'System Audit ...
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Salesforce Surveys - data migrations from old system

I have an old Survey app in my Salesforce org Now I want to use Salesforce Surveys, but I do not want to loose the data of my old surveys - I still need that all the reports of surveys would include ...
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Salesforce to Salesforce Migration

We are doing Salesforce (old instance) to Salesforce (new instance) migration. We have Standard and custom objects in our old instance which are needed to be migrated to the new Salesforce instance. ...
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163 views

"Exceeded the number of Feed Attachments allowed for type Link" when trying to insert FeedAttachment

I'm trying to migrate feed attachments from one ORG to another but receiving this error: { "statusCode": "LIMIT_EXCEEDED", "message": "Exceeded the number of ...
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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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452 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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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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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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261 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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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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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. ...
1 vote
2 answers
436 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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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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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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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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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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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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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 ...
2 votes
1 answer
2k 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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1 answer
990 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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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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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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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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2 answers
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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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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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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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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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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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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 ...
2 votes
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287 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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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 ...