Salesforce Data migration/Data Consolidation Tricks & Tips


1) Change System TimeZone to UTC.

Rightclick on date and time and click on Adjust date/time.in Time Zone select UTC Coordinated Universel time.
Adjust date/time for salesforce data migration
Adjust date/time for salesforce data migration
Adjust date/time for salesforce data migration
Adjust date/time for salesforce data migration



2) Update your dataloader time zone as GMT.

Salesforce dataloader time Zone
Salesforce dataloader time Zone 

3) Change time zone in salesforce user org to GMT+00:00 Greenwhich mean time GMT

4) While Exporting Data use UTF-8 to avoid special characters.

5) Always Use CSV file format to export and load the data.

6) While loading data keep short date system (yyyy-dd-mm)format in excel.

7) Save files with version names ex : samplefile_v1.csv

8) Turnoff Email Deliverabilities while loading data.

9) Check Field mapping in dataloader and save mapping file (slds) for feature use.

10) Check some records/data manually after load.

11) Store previous record id in any external unique field.

12 ) Learn vlookup in Microsoft excel, i will useful for Mapping parent records in excel before loading.

13) Export data from setup -> Data Management in salesforce.

Comments

  1. Indie Test DeveloperOctober 23, 2019 at 3:05 AM

    thanks for sharing wonderful article on Tech Stuffs

    ReplyDelete
  2. Alfred AvinaOctober 28, 2019 at 11:31 PM

    Archiving the data from one to different platforms has been a difficult task for me until I found one of the best data migration development services. I really feel thankful to your company for offering me excellent data migration solutions along with the stepwise guidance.

    ReplyDelete

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