Salesforce Migration Support
Establish data quality first, then use external IDs and split loads to stay within governor limits. Deduplication and matching are the first priorities in CRM migration.
Deduplication and matching
Identify and merge duplicates using combined email, phone, and company keys and require business approval.
Parent-child links with external IDs
Design legacy identifiers as external IDs and rebuild Account → Contact → Opportunity relationships.
Governor-limit controls
Pause workflow and notifications, tune batch sizes, and split loads to stay within platform limits.
Object load order: parent before child
Salesforce objects have strict relationships. Load records in dependency order from parent to child.
| Order | Object | Parent object | Key point |
|---|---|---|---|
| 1 | Account | — | Create the parent customer records first. |
| 2 | Contact | Account | Resolve the parent external ID. |
| 3 | Opportunity | Account | Link opportunities to the correct account. |
| 4 | Opportunity Product | Opportunity / Product | Load after both parents exist. |
Migration tools and how to choose
| Tool | Type | Volume | Characteristics | Best fit |
|---|---|---|---|---|
| Data Loader | Salesforce official | Up to large volumes | Official CLI/GUI and CSV-based processing. | Standard batch migration |
| Data Import Wizard | Salesforce official | Smaller volumes | Simple browser-based import. | Small, simple objects |
| MuleSoft / Boomi | iPaaS | Large and recurring | Reusable integration and orchestration. | Ongoing integrations |
| Informatica / DataSpider | Commercial ETL | Very large volumes | Rich transformation and high-volume processing. | Mission-critical, complex programs |
Common failures and countermeasures
⚠️ Ignoring duplicate customers
Cause: Duplicate and test records can affect search, aggregation, and existing automation.
Countermeasure: Profile, match, and approve records before migration.
⚠️ Insufficient external-ID design
Cause: Unclear reference keys can prevent related records from being linked correctly.
Countermeasure: Define legacy IDs and validate relationships after loading.
⚠️ Automation fires during migration
Cause: Workflows, flows, and triggers may react to migration records.
Countermeasure: Identify any automation requiring suspension and define re-enablement and validation steps.
⚠️ Platform limits interrupt a load
Cause: API, batch, transaction, or CPU limits may interrupt a large load.
Countermeasure: Use current platform limits to design batches, split loads, and restart procedures.
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