Activity Forums Salesforce® Discussions What is the sequence of migrating data from one Salesforce org to another? Reply To: What is the sequence of migrating data from one Salesforce org to another?

  • Michael

    Member
    October 22, 2021 at 8:48 am

    Well, your steps should be the following:
    1. Backup. Always take a backup before performing any form of data migration
    2. Sort your data before migrating
    3. Create your data migration plan
    4. Create a data migration workbook
    5. Create a communications schedule
    6. Documentation is vital to a successful Salesforce data migration. Be sure to document each and every step before, during, and after the migration
    You can learn more in this blog post on Salesforce Data Migration: https://skyvia.com/blog/salesforce-data-migration-best-practices