Trial loads, validation, and reconciliation before production migration
Key Takeaway
Test in a sandbox, load one record before all records, and validate the results before you trust the migration.
A migration moves data from a legacy system into a target Salesforce org, and you need proof that the process works before you trust it with production. A sound migration strategy tests the process in a sandbox and loads one record before it loads everything. The strategy then validates the results and re-migrates or updates data as needed. Related records also need care, because the target org generates new record IDs.
What the target org needs before any load
Prepare the target org before any load, with these matching items in place:
- Metadata
- Record types
- Page layouts
- Validation rules
- Automation
- The sharing model: Profiles, Roles, Permission Sets and Sharing Rules
Every required field and data point from the source must also exist in the target.