SALESFORCE: Migrate Data To A New Organization

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Reduce your Accounts Receivable and Collections challenges in Salesforce with Chargent! Learn how Chargent can make your payments process configurable and automated by downloading our guide below.

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🏆 THE GOAL: Learn how you can migrate data to a new Salesforce organization with ease! Avoid common mistakes made by Salesforce admins and test in a Sandbox first before moving into production. You’ll also learn how to define record relationships so that you can import or insert data from a Salesforce legacy source organization correctly.

Do you want to learn more about Salesforce Payments? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce Payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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⏭️ RELATED: How To Test In A SALESFORCE SANDBOX
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⏭️SKIP AHEAD
0:00 Intro
0:17 Define Record Relationship
0:44 Test In A Sandbox First
1:02 Download Our Automated Collections Guide!
1:21 Import Order
1:45 Core Objects Import Order
2:11 Order For Custom Objects
2:34 Organize And Migrate Data Steps
2:35 Step 1: Identify The Data
2:50 Step 2: Create Template For The Data
3:09 Step 3: Populate Your Templates
3:22 Step 4: Prepare The Destination Org
3:50 Step 5: Validate The Data
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.

#Salesforce #Chargent #SalesforceTutorial #salesforcebeginners
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This is amazingly presented! Thank you!

RickDolishny
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Great outline about import Robert.
(Lets say I have Target B, Source A, As you mentioned in the video, can i use Trarget B CRM Id (Record ID) as legacy Id in Source A ?) is it the recommended or do you recommend to create a separate Unique identifiers?
in such case Do you have any recommendation on how to generate unique Id for each record that is imported from the external system. So that I can identify them as legacy id?
Thankyou.

nimmasoda