The Migrate Datasets interface will move a dataset to the destination Salesforce Org. All of the connections in the dataset will be reconnected on the destination. Datasets can be created with the Build Datasets interface. This interface is available by right clicking a deployment arrow on the desktop and also from the Options Menu.
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Metazoa Snapshot Migrate Dataset is a powerful data migration tool that allows you to seamlessly transfer data between different Salesforce accounts. Whether you need to build a dataset or migrate existing data, Snapshot Migrate Dataset provides a user-friendly interface and robust features to simplify and automate the process. This documentation will guide you through the key functionalities and explain how to use the tool effectively.
1. Building a Dataset
Snapshot Migrate Dataset enables you to create datasets by connecting two snapshots in your Salesforce environment. To initiate dataset creation, follow these steps:
- Locate the arrow connecting two snapshots.
- Right-click on the arrow to open the context menu.
- Select the "Build Data Set" option.
This action extracts the data from the source account and prepares it for migration.
2. Migrating a Dataset
Once you have created a dataset, you can migrate it to the desired destination. Follow these steps to migrate a dataset:
- Open the Snapshot Migrate Dataset tool.
- Access the list of available datasets, which are accessible globally.
- Explore the dataset to view its fields and objects.
- Select the dataset you want to migrate.
- Choose the destination where you want to copy the dataset.
The migration process ensures that the dataset is intelligently merged into the destination account. All selected data, including objects and their related fields, will be migrated.
3. Matching Fields
To effectively match corresponding objects on the destination account during migration, you can define the fields used for matching. This feature allows you to either insert new objects or update existing ones. Follow these steps to configure matching fields:
- Navigate to the "Matching Fields" section in the Snapshot Migrate Dataset tool.
- Define the fields that will be used to match objects on the destination.
- Specify the criteria for matching, such as matching by name, billing city, or email.
- Ensure that all data is intelligently merged into the destination account.
By carefully programming the matching fields, you can seamlessly integrate your data during migration.
4. Scrambling Fields
When migrating data, you may encounter sensitive information that needs to be obfuscated or anonymized. Snapshot Migrate Dataset offers the ability to scramble specific fields during migration. Here's how you can use this feature:
- Identify the fields that contain sensitive data, such as annual revenue or personal identifiers.
- Access the field settings in the Snapshot Migrate Dataset tool.
- Select the fields you want to scramble to anonymize their values.
- This allows you to work with real data in a sandbox or similar environment without exposing sensitive information.
Scrambling fields ensures that sensitive data is protected while working with the migrated dataset.
5. Deactivating Assets
To maintain consistency and avoid conflicts during data migration, Snapshot Migrate Dataset provides the option to deactivate assets such as triggers, workflows, or validation rules automatically. Here's how you can use this feature:
- Navigate to the Snapshot Migrate Dataset tool.
- Access the migration settings.
- Enable the option to deactivate assets before and after the data migration.
- This ensures that all necessary components are turned on or off as required for a successful migration.
By deactivating assets, you can minimize potential disruptions and maintain data integrity during the migration process.
6. Controlling Migration Settings
Snapshot Migrate Dataset offers flexibility and control over various migration settings. Here's how you can configure the settings:
- Open the Snapshot Migrate Dataset tool.
- Access the migration settings.
- Customize the truncation of fields in the destination account, allowing you to limit the length of field values if necessary.
- Choose whether to log only errors or both errors and successes during the migration process.
- Adjust the upsert batch size to optimize the performance of the migration.
By adjusting these settings, you can fine-tune the migration process according to your specific requirements.
7. Handling Errors and Logs
During the migration process, errors may occur due to data inconsistencies or other issues. Snapshot Migrate Dataset provides comprehensive error tracking and logging features. Here's how you can utilize these features:
- In the Snapshot Migrate Dataset tool, monitor the migration process.
- If any errors are encountered, you can choose to stop the migration or continue.
- All errors are logged in a separate file for easy reference and troubleshooting.
- Review the error log to identify and resolve any issues that may have occurred during the migration.
The error tracking and logging features help ensure that you can easily address any problems and maintain data integrity throughout the migration.
8. Scheduling Migrations
Snapshot Migrate Dataset allows you to schedule data migrations for convenient and automated execution. Follow these steps to schedule a migration:
- Access the Snapshot Migrate Dataset tool.
- Specify the desired date and time for the migration.
- Configure any additional settings or parameters required for the scheduled migration.
- Once scheduled, the migration will automatically begin at the designated time.
Scheduling migrations helps streamline the process and allows you to plan data transfers according to your organization's needs.
9. Schema Deployment
In addition to data migration, Snapshot Migrate Dataset offers schema deployment capabilities. If there are destination fields that are not available or require modification, you can use the deployment tools to move the schema from the source account to the destination. This ensures that the necessary schema changes are in place before executing the data migration.
To deploy the schema:
- Access the Snapshot Migrate Dataset tool.
- Navigate to the deployment settings.
- Select the relevant schema components that need to be moved.
- Execute the schema deployment process.
By utilizing the schema deployment feature, you can ensure that the destination account has the appropriate schema structure to accommodate the migrated data.
Congratulations! You are now familiar with the key features and functionalities of Metazoa Snapshot Migrate Dataset. This tool empowers you to effortlessly build datasets, migrate data between Salesforce accounts, match fields intelligently, scramble sensitive data, control migration settings, handle errors, schedule migrations, and deploy schema changes. With Snapshot Migrate Dataset, you can streamline your data migration processes and maintain data integrity throughout.
Links
Snapshot Best Practices: Salesforce Relational Data Migration