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


o Make a plan

– Salesforce configuration– Data transformation– Reporting rework– Automation review


o Make a plan


o Communicate and execute

Strategize: Plan and deliver

o Make a plan


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



CALCULATEANYTHING



CALCULATEANYTHING

ADVANCEDREPORTING



CALCULATEANYTHING

ADVANCEDREPORTING

DATAADMIN



CALCULATEANYTHING

ADVANCEDREPORTING

DATAADMIN MIGRATION


X-AuthorandSalesforceDataLoaderareComplementaryProducts

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X-AuthorComparisonWithSalesforceDataLoader

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Area Capability SalesforceDataLoader X-Author

ExecutionSpeed Objects Single Unlimited


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ExecutionSpeed

Objects Single Unlimited

IDManagement Manualcopy/paste Automated


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ExecutionSpeed



Process Manual Oneclick

Templates Minimal Complete


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ExecutionSpeed





CreationSpeed Migrationtemplates Manual Wizard,15objects 15minutes


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ExecutionSpeed





CreationSpeed Migrationtemplates Manual Wizard,10objects 15minutes

SalesforceIntegration

RecordTypes,PickLists No Yes

Mechanism CSV’s NativeExcel direct+offline


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DataExtraction Userinputs No Comprehensive, allobjects


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DataExtraction

Userinputs No Comprehensive, allobjects

Filtertypes SQLPointandclick:static,user input,cellrange,connectedobjectlookup,sessionvariables


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DataExtraction



Exceed 20KCharacter Limit No Yes


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DataExtraction

Userinputs Comprehensive, allobjects


Exceed 20KCharacter Limit No Yes

VolumeLargedatasets Yes

Limited tomemory,upto1Mrecords.CanuseVMforlargeruns.

Batch Yes No


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DataExtraction


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

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X-Authordownloadsdataforallobjectstogether

SourceOrgStopandreview/modifyorruncompletemigrationnon-stop

Check,ModifyUploadsdataforallobjectstogetherExternalID’susedtomanagesamerecordacrossinstancesorexternallyDownstreamobjectID’sautomaticallytakenfromparent

TargetOrg


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TargetOrg


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TargetOrg

DataMigrationWizard

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MigrationTemplate

• Autogenerate

AddFilters

• Selectivemigration

WhattoMigrate

• Selectobjects• Selectfields• Confirmlookups• Addduplicate/recursionobjects

PRODUCTDEMONSTRATION

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RuntimeFlow

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Template

• Sections• Flowandflexibility

RetrieveData

• Querywithorwithoutuserinput• Userdatasearchandselect

ModifyandSaveData

• Cells• Messaging

CreateData

• Insertrows• Copy

OtherAppExample

• Dedupe

DataAdmin

RuntimeFlow

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Template

• Layout• Mechanics• ExternalID’s

RetrieveData• Selectivedatamigrationacross25objects

UploadData

• Upsert dataforallobjectssimultaneously

Migration

Designer

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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

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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

The Who, What, When, Where, and Why of Salesforce Data Migration

Data & Analytics

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