Forum Replies Created

  • Tetiana

    Member
    June 23, 2022 at 11:54 am in reply to: What is the sequence of migrating data from one Salesforce org to another?

    Hi Anjali,
    The whole sequence depends on your preparation. In general, it all boils down to several steps:

    1. Choose the time for data migration and inform the team. This way, you have enough time to prepare for data migration.
    2. Create custom fields and agent profiles on a new Salesforce org. Then while mapping data, you can match the current ones with the target.
    3. Set up categories and sections on a target Salesforce account. This way, you can migrate knowledge base data too.
    4. Turn off notifications and phone duplication.
    5. Run a Demo Migration. Then check the results to see if everything migrated accurately.

    For more details on each step, check out this guide.

    • This reply was modified 2 years, 6 months ago by  Tetiana.

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