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Migration Step 1: Creating

Overview

This article explains how to create a data migration job. In this step, you select the template, the source and target organizations, and verify that they have the required metadata schemas to perform the data migration.

This is the first step in the Data Migration process. The other steps are detailed in the following articles:

Create a Data Migration

The Data Migrator template and the Salesforce data used as examples in this article's instructions are explained in the Example Migration section of the following article.

1

Run Template

  1. Click Templates from the left sidebar menu.

  2. Find the template to use for the migration from the list.

  3. Click Run.

2

Select Organization

The Template objects table lists all objects included in this template, along with the number of fields and filters for each object.

  1. Click the Source organization dropdown.

  2. Select the organization you want to migrate data from.

  3. Click the Target organization dropdown.

  4. Select the organization you want to migrate data to.

  5. Click Next.

3

Compare Schema

The Compare Schema step confirms that both the source and target organizations have the metadata schemas that match the objects and fields included in the migration Template. For example, if the Template and source organization include a custom field for an object but the target organization does not, this step flags it as a mismatch.

Schemas Match

If the metadata schemas in your source and target organizations match the Template, you can continue with the migration.

  1. Click Create request to start the data migration review process.

Schema Errors

If the metadata schemas in the source or target organization do not match the objects and fields included in the Template, a schema mismatch is generated. A list of objects and fields with schema mismatches is displayed. You must resolve these mismatches before continuing with the data migration.

  1. Expand each object to see which fields are affected.

  2. Review the mismatches. For each object and field, a mismatch indication icon is displayed for the target and source organizations:

    1. Green Circle Checkmark: The schema for this organization matches the template.

    2. Red Octagon Exclamation: The schema for this organization does not match the template.

  3. For each mismatch, choose how to resolve it:

    1. Remove the field from the Data Migrator Template.

    2. Add the missing field to the Salesforce org with the mismatch.

  4. Click Cancel to cancel the data migration.

  5. Resolve the mismatches.

  6. Run a new Data Migration.

4

Next Step

After you create the Migrate Request, you are taken to the History page, where you can view its status. At this stage, no data has been migrated. Review the request before migrating data from the source org to the target org. Proceed to the following article for instructions on reviewing the data migration.

Migration Step 2: Reviewing
PreviousHow Record Mapping Works
NextMigration Step 2: Reviewing

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