Why do I need to migrate to a new Salesforce instance?
The reason for having to conduct a migration into a (new) Salesforce instance are varied and might also give you a hint on which data you need to extract from where. For example, you could need to migrate from a different CRM into Salesforce because you have realised you need to build scalable processes and Salesforce is the right CRM for it.
What is the second phase of the Salesforce migration process?
The second phase involves the actual transfer of data from the source system/s to your Salesforce org.
What is the most challenging part of Salesforce data migration?
Conducting a successful Salesforce data migration is one of the most challenging tasks for a Salesforce professional. Data migration is the process of transferring data from one system to another; however, the work required before the actual transfer is the most complex part.
What should I do once data has been transferred to Salesforce?
Once data has been transferred to Salesforce, you will need to ensure that all data has been transferred correctly, i.e. all data has been transferred with the right format and relationships between the different data tables are reflected accurately in Salesforce.
How do I change the list view in Salesforce lightning?
Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. ... Click the filter you want to change.From the Filter by dropdown menu, select an operator. ... For Value, make a selection or enter a value, then click Done. ... Adjust your filter logic if needed.More items...
How do you deploy list views in Salesforce using changeset?
ReproGo to any object and click on "Create New View"Populate the Enter View Name section.Under Step 2. ... Under the same step, simple click on the drop down and select a Queue (DO NOT CHECK THE RADIO BUTTON)Go to Setup | Deploy | Outbound Change sets.Create a change set and Click Add under components.More items...•
How do I extract list view in Salesforce?
Salesforce: List View SharingGet the "fullName" From Workbench: - select Info | Metadata Types & Components. - select Listview from the dropdown. ... Prepare XML file. Copy following XML and save it to a file called "package.xml"
How do I move a code from Salesforce to sandbox?
Complete the deployment in your target production organizationLogin to the target organization.Navigate to Setup and enter Change Set into the Quick Find box.Click Inbound Change Sets.Under "Change Sets Awaiting Deployment," click your Change Set's name.Click Validate to validate the components. ... Click Deploy.
Can list views be deployed?
When you have many List View available to all users or certain group of users, you can deploy the List View using Change Set. List View deployed will include Name, Filter Criteria, Fields and Visibility.
Can you change default list view in Salesforce?
When you click on the “Leads” tab, by default, you will see your “Recently Viewed” records. If you want to change the view that you're looking at, just click on the dropdown arrow next to “Recently Viewed”, and select the view you'd like to see on your screen.
Is it possible to export a list view from salesforce?
Search data you need or simply open your saved list view. From the search results page select Export to Excel* from the top right. From here you can choose what kind of data will be exported (selected records, all records in the current view, or all records matching the search criteria) Export when done.
Can you export a list view in salesforce?
With Salesforce Data Exporter you can export any list of data in Salesforce to CSV file. This extension creates a button 'Export to CSV' in salesforce list view for all objects, standard or custom. The list data can be exported to CSV file by simply clicking this button.
Where are list views stored in salesforce?
List views are stored within a CustomObject component. The component can represent a custom object or a standard object, such as an account.
What is the difference between sandbox and production?
The main difference between Sandbox and Production is the data that is returned by the APIs. In Sandbox test data is returned while in Production live data is returned. The Sandbox environment enables you to develop and test your application.
What is the difference between sandbox and production in Salesforce?
The Production is a live environment where any changes will affect Organization. The Sandbox is the playground for a testing environment where any cahnges will not effect on Oraganation. most of the time sandbox used for training end users, testing coding/classes, and other related deployments.
How do I move a code in Salesforce?
Authorize a Deployment ConnectionLog into the organization that'll receive inbound change sets. ... From Setup, enter Deployment in the Quick Find box, then select Deployment Settings.Click Edit next to the organization from which you want to receive outbound change sets. ... Select Allow Inbound Changes and click Save.
What is data selection in Salesforce?
Data Selection. In the preparation phase, you will first need to identify the data to migrate and the data source of truth. The type of processes you have built in Salesforce will highly influence your Data selection, although you could also realize you need to build additional objects and processes when analysing the data you need to migrate ...
What is data migration?
Data migration is the process of transferring data from one system to another ; however, the work required before the actual transfer is the most complex part. Data migrations can be very different depending on the size, format and accuracy of the source data; however, there are three general phases that you can follow.
Do customer service teams work on the same system as sales agents?
Ideally, Customer Service agents will be processing service tickets in the same system, but this will not always be the case. If Customer Service Teams do not work on the same system as Sales agents, some more business data will be found in the Customer Service tool they use.
How to prevent errors during migration?
To prevent errors during migration: In Case Settings, under Allow user to create an article from a case, set the default article type to None. In Answer Settings, under Allow users to create an article from a reply, set the default article type to None. Articles.
How many times does Maria migrate to the production org?
After that, she can test and verify that it’s working perfectly in the sandbox. Once it is, Maria will migrate the production org. She’ll do the migration twice: once in the sandbox org and once in the production org. By the time she migrates to the production org, the migration will go smoothly.
Is migration good in Lightning Knowledge?
Lightning Knowledge is different from Classic, and if the service team relies on features not available in Lightning Knowledge, migration isn’t a good idea. To get a solid background, Maria reads the help topics about migration.
Where do chatter actions come from in Salesforce?
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
What is chatter tab in Salesforce?
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Where are actions displayed in Lightning Experience?
In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
Where can I find actions on recommendations?
On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation. The actions that appear depend on the type of recommendation.
Can you add custom buttons to a list view?
Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed. To have a custom button appear on a list view, add the button to the object’s List View search layout.
Preparation
Data Selection
- In the preparation phase, you will first need to identify the data to migrate and the data source of truth. The type of processes you have built in Salesforce will highly influence your Data selection, although you could also realize you need to build additional objects and processes when analysing the data you need to migrate to Salesforce. Typically, the source of truth in an online b…
Data Mapping
- The next step in the preparation phase is ensuring all records of each source system have a unique Identifier. If any of the data categories in one source system is related to another one in a different system, the unique ID of the second one is required in each related record. For example, if you are planning on migrating current Customer Details from the backend, but you would also …
Migration
- The second phase involves the actual transfer of data from the source system/s to your Salesforce org. The migration methodyou choose will mainly depend on the type of resources you have available (developer, admin), the volume of records you need to import into Salesforce, the complexity of the source data and the distance between the source data structure/s and the Sal…
Quality Assurance
- Once data has been transferred to Salesforce, you will need to ensure that all data has been transferred correctly, i.e. all data has been transferred with the right format and relationshipsbetween the different data tables are reflected accurately in Salesforce. If the result of your Quality Assurance test is not successful, you will need to find in which phases errors hap…
Conclusion
- Salesforce data migrations are very complex processes and each of them is pretty much a unique process. The key is having a good understanding of source system/s and data structure/s. The reason for having to conduct a migration into a (new) Salesforce instance are varied and might also give you a hint on which data you need to extract from where. For example, you could need …