Salesforce Data Migration Management
Maintain data integrity while moving data in and out of Salesforce.
Import
Add data to Salesforce without creating duplicates and eliminate pre-import data prep.
- Perform insert, update, and upsert operations on standard and custom object records.
- Get source data from .xlsx or .csv files, or connect to other Salesforce orgs, MySQL, MSSQL, and Dynamics 365 environments to streamline data sharing between databases.
- Have control over which rows from an input file are processed and which records are queried from a connected database, e.g., start at row 50 and end at row 200; only import records from another Salesforce org if the owner is Integration User.
- Maintain data standardization requirements while eliminating pre-import data prep with pre-built formulas. E.g., format all countries to the two-character abbreviation.
- Invoke Salesforce assignment rules to automatically assign record ownership for imported records.
- Prevent duplicates by comparing incoming data against records on multiple standard or custom objects and identify matching records using a key field or user-defined matching conditions. E.g., compare an event attendee list against existing Leads, Contacts, and Accounts.
- Create Tasks for any record during import to track and trigger sales, service, or marketing touchpoints.
- Add Contacts and Leads to Campaigns for a complete import process that ensures your relationships are nurtured properly.
- Save field mappings and matching logic for automation and import consistency across your business.
- Process imports with confidence and rely on automatically generated restore files to reverse unwanted changes.
Match
Find matching records between your Salesforce org and other databases.
- Identify matching records between Salesforce and external spreadsheets, other Salesforce orgs, MySQL, MSSQL, and Dynamics 365 environments.
- Append Salesforce record IDs and field-level information to the database being compared and avoid doing cumbersome v-lookups across exported data sets.
- Find matching records using different combinations of fields and matching algorithms for greater versatility.
- Use over 20 exact, fuzzy, and customizable matching algorithms to identify the different ways duplicate information can be stored across databases.
- Save comparison scenarios to expedite recurring pre-import and data retrieval processes.
Export
Extract specific datasets to transfer Salesforce information to other business systems or back up Salesforce records.
- Export only the records and fields you want with user-defined conditions.
- Use field-level data from related objects to specify which records to export.
- Export archived Tasks that can’t be seen in Salesforce reports.
- Export documents that live in Salesforce Attachments and Content Documents.
- Maintain a current Salesforce backup with on-demand exports or automated exports that run on a schedule.
Delete & Undelete
Remove old records, free up storage space, and stay in compliance with data regulations.
- Easily query records to delete with user-defined conditions or by loading a file containing the Salesforce IDs of the records to remove.
- Soft-delete records into the Salesforce recycle bin or permanently remove records with a hard delete.
- Preview records to be deleted with the option to manually remove records from the process.
- Automate Delete scenarios to run on a schedule and generate a backup file of the records being deleted.
- Maximize system efficiency using the bulk API to process large amounts of records and use fewer API calls.
- Undelete records in the Salesforce recycle bin to help recover information that was accidentally deleted.
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Laura Ferro, Senior Coordinator of Admissions Communications, Worcester Polytechnic Institute
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