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The Who, What, When, Where, and Why of Salesforce Data Migration
Introduction
Analyze: 5 Ws plus an H
o Why
o Who
o What
o When
o Where
o How
Analyze: 5 Ws plus an H
o Why is this migration important to your company?
o Who is this data migration affecting?
o What kind of data sources are going to be modified and migrated?
o When does the migration need to be complete?
o Where is the data you need to migrate?
o How do you need to modify the data to be compatible with Salesforce?
Strategize: Plan and delivery
o Make a plan
Strategize: Plan and delivery
o Make a plan
– Salesforce configuration– Data transformation– Reporting rework– Automation review
Strategize: Plan and delivery
o Make a plan
– Salesforce configuration– Data transformation– Reporting rework– Automation review
o Communicate and execute
Strategize: Plan and deliver
o Make a plan
– Salesforce configuration– Data transformation– Reporting rework– Automation review
o Communicate and execute
o Choose your data migration tool
Migrate: Get it done — fast!
o Dataload without VLOOKUPs
Migrate: Get it done — fast!
o Dataload without VLOOKUPs
o Nope, I’m not kidding. Check it out!
VP&GM,AdvancedSolutionsJulesEhrlich
Director,AdvancedSolutionsPranavShah
ApplicationSalesEngineer,AdvancedSolutionsTJMeyer
ADOPTION
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
CALCULATEANYTHING
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
CALCULATEANYTHING
ADVANCEDREPORTING
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
CALCULATEANYTHING
ADVANCEDREPORTING
DATAADMIN
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
CALCULATEANYTHING
ADVANCEDREPORTING
DATAADMIN MIGRATION
WhereCustomersUseX-Author
ADOPTION EXCELTOFORCE
CALCULATEANYTHING
ADVANCEDREPORTING
DATAADMIN MIGRATION
WhereCustomersUseX-Author
X-AuthorandSalesforceDataLoaderareComplementaryProducts
9
X-AuthorComparisonWithSalesforceDataLoader
10
Area Capability SalesforceDataLoader X-Author
ExecutionSpeed Objects Single Unlimited
X-AuthorComparisonWithSalesforceDataLoader
11
Area Capability SalesforceDataLoader X-Author
ExecutionSpeed
Objects Single Unlimited
IDManagement Manualcopy/paste Automated
X-AuthorComparisonWithSalesforceDataLoader
12
Area Capability SalesforceDataLoader X-Author
ExecutionSpeed
Objects Single Unlimited
IDManagement Manualcopy/paste Automated
Process Manual Oneclick
Templates Minimal Complete
X-AuthorComparisonWithSalesforceDataLoader
13
Area Capability SalesforceDataLoader X-Author
ExecutionSpeed
Objects Single Unlimited
IDManagement Manualcopy/paste Automated
Process Manual Oneclick
Templates Minimal Complete
CreationSpeed Migrationtemplates Manual Wizard,15objects 15minutes
X-AuthorComparisonWithSalesforceDataLoader
14
Area Capability SalesforceDataLoader X-Author
ExecutionSpeed
Objects Single Unlimited
IDManagement Manualcopy/paste Automated
Process Manual Oneclick
Templates Minimal Complete
CreationSpeed Migrationtemplates Manual Wizard,10objects 15minutes
SalesforceIntegration
RecordTypes,PickLists No Yes
Mechanism CSV’s NativeExcel direct+offline
X-AuthorComparisonWithSalesforceDataLoader
15
Area Capability SalesforceDataLoader X-Author
DataExtraction Userinputs No Comprehensive, allobjects
X-AuthorComparisonWithSalesforceDataLoader
16
Area Capability SalesforceDataLoader X-Author
DataExtraction
Userinputs No Comprehensive, allobjects
Filtertypes SQLPointandclick:static,user input,cellrange,connectedobjectlookup,sessionvariables
X-AuthorComparisonWithSalesforceDataLoader
17
Area Capability SalesforceDataLoader X-Author
DataExtraction
Userinputs No Comprehensive, allobjects
Filtertypes SQLPointandclick:static,user input,cellrange,connectedobjectlookup,sessionvariables
Exceed 20KCharacter Limit No Yes
X-AuthorComparisonWithSalesforceDataLoader
18
Area Capability SalesforceDataLoader X-Author
DataExtraction
Userinputs Comprehensive, allobjects
Filtertypes SQLPointandclick:static,user input,cellrange,connectedobjectlookup,sessionvariables
Exceed 20KCharacter Limit No Yes
VolumeLargedatasets Yes
Limited tomemory,upto1Mrecords.CanuseVMforlargeruns.
Batch Yes No
X-AuthorComparisonWithSalesforceDataLoader
19
Area Capability SalesforceDataLoader X-Author
DataExtraction
Userinputs No Comprehensive, allobjects
Filtertypes StaticStatic,user input,cellrange,connectedobject,sessionvariables
Exceed 20KLimit No Yes
VolumeLargedatasets Yes Limited tomemory,usuallyupto
750Krecords.
Batch Yes No
Delegation Delegateadmin toendusers No Yes
MigrationBetweenSalesforceInstances
20
X-Authordownloadsdataforallobjectstogether
SourceOrgStopandreview/modifyorruncompletemigrationnon-stop
Check,ModifyUploadsdataforallobjectstogetherExternalID’susedtomanagesamerecordacrossinstancesorexternallyDownstreamobjectID’sautomaticallytakenfromparent
TargetOrg
MigrationBetweenSalesforceInstances
21
X-Authordownloadsdataforallobjectstogether
SourceOrgStopandreview/modifyorruncompletemigrationnon-stop
Check,ModifyUploadsdataforallobjectstogetherExternalID’susedtomanagesamerecordacrossinstancesorexternallyDownstreamobjectID’sautomaticallytakenfromparent
TargetOrg
MigrationBetweenSalesforceInstances
22
X-Authordownloadsdataforallobjectstogether
SourceOrgStopandreview/modifyorruncompletemigrationnon-stop
Check,ModifyUploadsdataforallobjectstogetherExternalID’susedtomanagesamerecordacrossinstancesorexternallyDownstreamobjectID’sautomaticallytakenfromparent
TargetOrg
DataMigrationWizard
23
MigrationTemplate
• Autogenerate
AddFilters
• Selectivemigration
WhattoMigrate
• Selectobjects• Selectfields• Confirmlookups• Addduplicate/recursionobjects
PRODUCTDEMONSTRATION
24
RuntimeFlow
25
Template
• Sections• Flowandflexibility
RetrieveData
• Querywithorwithoutuserinput• Userdatasearchandselect
ModifyandSaveData
• Cells• Messaging
CreateData
• Insertrows• Copy
OtherAppExample
• Dedupe
DataAdmin
RuntimeFlow
26
Template
• Layout• Mechanics• ExternalID’s
RetrieveData• Selectivedatamigrationacross25objects
UploadData
• Upsert dataforallobjectssimultaneously
Migration
Designer
27
Objects
• Selection• Relationships
Maps• Layouts
ActionsandActionFlows
• Queries• Simpleandmorecomplexusecases
Menus• Howitallcomestogether
Migration• Wizard
General
VisitusatDreamforce!
• X-AuthorBooth:308
• Session:BuildMiracleswithMicrosoftExcelandSalesforce– Wednesday,October5@10:30am– SanFranciscoMarriottMarquisHotel,YerbaBuenaSalon13-15
• ScheduleAMeeting:http://bit.ly/2d6ZLPn
28
Q&A
Experience Sponsor at Dreamforce
o dreamforce.bluewolf.com
o You’re invited to Novela - bluewolf.com/event/annual-novela-launch-party
Thursday, October 6 | 6:00 - 9:00PM | Novela