Data Migration

How does record data migration work make you feel?

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The [most important, scariest] part of a data migration is ______.

Which data migration tool have you used the most in recent times?

• Data Loader

• Data Import Wizard

• Data Loader.io

• Skyvia

• Other

If you chose "other" on the previous slide,

tell us which one.

If not, say "wasn't me!" or something else fun.

Which of the following are TRUE statements concerning

a full migration and delta migration? Select 2.

• A full migration includes all the records. A delta includes some.

• Once you do a full migration, you never have to do a delta.

• A delta includes records that have been changes or added since the last migration.

• Delta migrations are usually easier to do than full migrations.

Advice / Best Practices?

The client is migrating data from a legacy system to Salesforce. The client will no longer use the legacy system once they are live in SF.

Advice / Best Practices?

The client says they will need to import/upsert multiple spreadsheets from another system into SF on a regular basis (monthly, quarterly).

Which 2 choices are TRUE about file migration?

• The object is called Files.

• Files should have unique names.

• Files and attachments are the same thing.

• You relate files to other objects using ContentDocumentLink.

Advice / Best Practices?

What considerations are needed for data migration timelines?

Advice?

The client has dozens upon dozens of spreadsheets to import into SF. Some of them are a hot mess.