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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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3 answers
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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-...
2 votes
1 answer
54 views

DataCloud: How to ingest ExpenseReport object from Sales Cloud (since Cloud Integration User license doesn't allow Read on ExpenseReport)

We are trying to bring some Service objects from our Salesforce instance into Data Cloud. The first step in doing so is to allow Read and View All permissions for desired objects in Data Cloud ...
-1 votes
0 answers
20 views

How to move email activities from opportunity object to a custom object

We created a new custom object and migrated all the opportunity records to this new object. We also want to move all the related email activities (EmailMessage records) from the opportunity to the ...
0 votes
1 answer
71 views

Duplicate Username error on upsert/insert action

Let me explain from the start. I gave users data to insert in UAT org (records contain an external ID). I asked them to insert data and there were 3000+ records. He mistakenly closed the window and ...
1 vote
1 answer
1k 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 ...
0 votes
1 answer
63 views

SFDMU Target Metadata Retrieval Error

I'm receiving 2 distinct errors when trying to execute insert or upsert against my Contact object using SFDMU during and org to org script. Upsert: Each run gets to Stage 2 Target {Contact} Mapping ...
3 votes
3 answers
1k views

List of Items we cannot migrate with Data Loader

I have to migrate whole Full Copy Sandbox org to my new Production that includes the following majorly: All Standard/Custom object records. All Note & Attachments part. All Libraries & ...
2 votes
2 answers
5k 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 ...
0 votes
1 answer
76 views

Get a mapping of External Ids and Salesforce Ids when migrating data from simple-salesforce

I want to migrate Account data into Salesforce and create a lookup table containing Salesforce IDs and External IDs. I am using the simple-salesforce library to perform a bulk insert of Accounts into ...
0 votes
1 answer
147 views

Data Migration From a Sales Force Legacy system into a new system

I have a client who's using a very old legacy system called Sales Cloud Contact Manager and he is looking to migrate his existing data from that legacy system into Salesforce essential/Professional. ...
1 vote
2 answers
2k views

Can we migrate rich-text-field-data between environments?

After searching on the SFSE website, it seems this question hasn't been asked. Can we migrate rich text field data between environments? Most records contain images embedded in rich text fields ...
1 vote
0 answers
58 views

Data Migration in BUs [closed]

I am trying to move all data (sendable /non sendable)related to particular market from existing BU to new BU created.I have already moved the structure using Package Manager. How the data can be moved?...
0 votes
3 answers
2k 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?
0 votes
2 answers
270 views

Marketing Cloud data migration and tracking data

A customer has been using Marketing Cloud with data imported from an external system. This data is to be migrated to a new SF CRM which will become the new source database via the MC connector and ...
1 vote
1 answer
102 views

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 ...
1 vote
0 answers
79 views

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 ...
3 votes
1 answer
616 views

Migrating from existing legacy Knowledge base to Salesforce Knowledge base

Our organisation has decided to move from legacy knowledge base system to Salesforce Knowledge base. We have huge KB and bunch of files (doc, pdf). One of the solution is to move from existing KB ...
0 votes
2 answers
388 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 ...
0 votes
0 answers
205 views

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 ...
1 vote
1 answer
326 views

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. ...
0 votes
3 answers
5k 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?
0 votes
1 answer
351 views

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, ...
0 votes
1 answer
231 views

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 ...
1 vote
1 answer
1k 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 ...
0 votes
1 answer
598 views

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 ...
0 votes
4 answers
8k views

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 ...
1 vote
2 answers
939 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 $ ...
1 vote
1 answer
1k views

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? ...
1 vote
1 answer
964 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 ...
0 votes
1 answer
514 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?
2 votes
2 answers
1k 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 ...
0 votes
1 answer
370 views

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 ...
0 votes
1 answer
861 views

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 ...
1 vote
1 answer
348 views

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 ...
1 vote
0 answers
216 views

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 ...
3 votes
0 answers
1k 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-...
0 votes
0 answers
2k views

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....
0 votes
0 answers
176 views

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 ...
1 vote
0 answers
397 views

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 ...
0 votes
0 answers
309 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 ...
3 votes
0 answers
2k views

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 ...
0 votes
0 answers
352 views

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, ...
2 votes
0 answers
308 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 &...
0 votes
1 answer
486 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?
1 vote
0 answers
145 views

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 ...
0 votes
1 answer
151 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 ...
1 vote
2 answers
4k 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. ...
1 vote
2 answers
1k 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/...
2 votes
2 answers
4k 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 ...
1 vote
1 answer
35 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 ...