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Migration Step 3: Running

Overview

This article explains how to run the migration. In this step, you can configure which Salesforce automations to disable during the migration, then start the migration.

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

Run 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

Configure Migration Job

  1. Enter a descriptive Name for the migration job.

  2. Confirm that the Selected Organizations are correct.

2

(Optional) Disable Automations

When running a migration, automated Salesforce processes remain active by default. To prevent these processes from triggering during the migration, you can selectively disable them at the object level. Disabling automations for one object affects only that object.

Each process below is disabled individually for each object in the template.

  • Triggers

  • Workflows

  • Flows

  • Validation rules

  • Lookup filters

Automated processes are disabled only during the data migration and are restored once the migration is complete.

Automations are disabled only for the objects they are selected in. They remain enabled for other objects in the template. Disable automations for each object you want to affect.

  1. To disable Salesforce automations for an object, click Automations.

  2. Check any of the automations you want to disable.

  3. Click Save.

  4. When automations are disabled for an object, the Automations button will display a red dot.

  5. Repeat this for all objects you want to disable automations for.

3

Run Migration

  1. Click Run migration to start the Data Migration job.

  2. After you start the Data Migration job, it will appear on the History page.

4

Review Results

After the Data Migration job finishes, you can check the results to see the number of migrated records and any errors encountered. See the following article to learn more about the results.

Viewing Migration Results
PreviousMigration Step 2: Reviewing
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