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Migration Step 2: Reviewing

Overview

This article explains how to review a data migration job. In this step, the data migration retrieves the records to be migrated from the source organization. Before proceeding with the data migration, you can review the records retrieved for each object in the template.

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

Review Migrate Request

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

Select Migration Request

  1. Click History from the left sidebar menu.

  2. Click the Migrate Request you created in the previous article.

2

Retrieve Data

The Migrate Request job retrieves data from the source organization for you to review before migrating it to the target organization. If the Migrate Request is still retrieving data, wait for it to complete. This process could take several minutes.

  1. Click the Refresh button to check if the retrieval job is complete.

3

Review Data

After the data is retrieved, you can review the number of objects and the total number of records to be migrated. To browse the records to be migrated, select each object in the template viewer.

  1. Each object shows the number of successfully retrieved records and the total number of records in the upper-right corner.

  2. Click an object to view details about the retrieved records, the included fields, and any filters applied.

  3. Each object provides the following information:

    1. Fields: All fields that will be migrated with each record for this object.

    2. Filters: Any filters applied to this object.

    3. Records: Table of all records to be migrated for this object.

    4. Search records: You can search the records table by the Name column. Currently, no other columns are searchable.

Record Name Missing

Records won't display a name if the Name field wasn't included in the migration. This happens for two reasons:

  1. The Name field wasn't selected in the template used for this migration.

  2. The Name field is a compound field (composed of multiple other fields) and can't be selected in the template used for this migration.

By default, only the Source ID and Name fields are displayed. To display more fields:

  1. Click the Select fields dropdown.

  2. Select the fields to display.

4

Next Step

After reviewing the data to be migrated, you will proceed with running the migration.

  1. Click Run Migrate.

  2. Follow the instructions in the article below for running the data migration.

Migration Step 3: Running
PreviousMigration Step 1: Creating
NextMigration Step 3: Running

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