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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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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 ...
Spande's user avatar
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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-...
compski's user avatar
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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 ...
javanoob's user avatar
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3 votes
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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 ...
Ashwani's user avatar
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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 & ...
Chirag Verma's user avatar
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311 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 &...
MEO-Tech's user avatar
2 votes
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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> ...
Rahul Singh's user avatar
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1 answer
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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 ...
Adam Erstelle's user avatar
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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 ...
snehakem's user avatar
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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 ...
Itai Shmida's user avatar
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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 ...
eeadev's user avatar
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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 ...
Smitty's user avatar
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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 ...
sfdccrazy's user avatar
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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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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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​tabs and app visibility changes on migrating package from one org to other org

I have made managed package, when I migrate this package to the other org my app and tab are not visible as defaults. i have to enable the visibility by editing the user profiles, while in my package ...
abhilash Mishra's user avatar
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Match SFDC records against external master list looking for missing elements

My team is in the process of migrating support tickets from ZenDesk to Salesforce. We have roughly 1,000 or so tickets with a unique number. Some made it into Salesforce, others didn't. We'd like to ...
Daniel's user avatar
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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 ...
Priyansh Kumar's user avatar
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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 ...
mfitc's user avatar
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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 ...
Aayush Mishra's user avatar
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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 ...
SalesforceManiac's user avatar
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1 answer
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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, ...
Patlatus's user avatar
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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 ...
Avinash Kumar's user avatar
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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 ...
salesforce Developer's user avatar
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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....
Lekü's user avatar
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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 ...
Andy Hitchings's user avatar
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310 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 ...
NSjonas's user avatar
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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, ...
Nirav Shah's user avatar
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2 answers
135 views

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 ...
Prady's user avatar
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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 ...
Samreen Adil's user avatar
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1 answer
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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(...
Rickey's user avatar
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1 answer
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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 ...
Vikolai's user avatar
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1 answer
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How to save a list of leads who opened a mailing to Salesforce?

I'm feeding data to Salesforce through a CSV using APEX. This works great to update the database, with new leads and updating lead information. I'm interested on also transfering lists to Salesforce ...
Lisandro Vaccaro's user avatar
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355 views

Salesforce to Highrise migration

does anyone have any pointers on how to migrate just contact info (no notes). Salesforce can export Accounts and Contacts - and Highrise has a single table for everything. thanks
webwesen's user avatar
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-1 votes
0 answers
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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 ...
Goat123's user avatar