Explain Data Migration in Salesforce - Forcetalks

Tagged: CSV File, Data Loader, Data Management, Data Migration, Import Records, Salesforce Data, Salesforce Setup

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Explain Data Migration in Salesforce

Posted by Ajit on April 30, 2016 at 5:08 PM

Need to migrate data from one org to another, but don’t want to use data loader as I don’t want to handle multiple CSV’s please suggest.

Avnish Yadav replied 7 years, 7 months ago 3 Members · 2 Replies
2 Replies

Abhinav

Member
May 30, 2016 at 2:50 PM

Hi Ajit,

You can use the import tools provided by salesforce.

Setup> Data Management

You can choose:
1.Import Accounts/Contacts
2.Import Leads
3.Import Custom Objects

These imports tools will allow you to map fields from your files to the fields in your new org.
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Avnish Yadav

Member
September 30, 2018 at 1:09 AM

Hello,

To import records from one organization into another, you’ll need to import the records in a particular order to maintain their relationships. Their relationships are defined by their Salesforce IDs, not their names, so you’ll need to match IDs and Names up. You can do this with a Vlookup.

Thanks.

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