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SimplySfdcSimplySfdc 

migrate config and data to other instance

Hi,

 

Is there any tools to migrate salesforce config (include custom object, custom fields, vf pages, trigger, etc) and data with preserved the link (between account vs contact, etc) from 1 instance to other instance?

Thanks.

 

sq

Pradeep_NavatarPradeep_Navatar

I have not come across to such a tool but will love to know about it as it will be of great help. We normally use Eclipse IDE to deploy the Salesforce configuraton part and Dataloader to migrate the data from one instance to the another.

SimplySfdcSimplySfdc

Hi Pradeep,

 

If using data loader, how are you going to manage the relationship between account and contact, and other relation?

 

sq

Pradeep_NavatarPradeep_Navatar

This is easy. We upload the accounts first and gets a success file from the dataloader. In the success file we get the internal ids of the uploaded accounts. In the next step we open the contact excel and do the vlookup and insert the relative account ids in a seperate column and after that insert the contact file. Due the internal ids, contacts automatically map to the respective accounts. Same way we map the internal ids of the other relations and it works fine.

 

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JonPJonP

You can save yourself the trouble of the VLOOKUP by creating External ID fields in your target organization, and mapping the source organization records' "Id" values into the target External ID fields when you do your insert.  This allows you to use the "Upsert with Foreign Keys" feature in Data Loader to maintain relationships from the source organization in the target.