This free application can migrate related data between Salesforce orgs, seed Sandboxes with test data, and backup data for archive and compliance. Advanced features include data scrambling, multiple matching fields, CSV import, and prebuilt templates.
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Monarch makes it easy to migrate connected sets of Salesforce data between organizations. It maintains all relationships, provides a visual interface with powerful features, and ensures maximum security to keep your data private.
Building a Dataset
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Select the source Salesforce organization: On the left panel, select 'Build a Dataset' and enter the Salesforce org on the right. This could be a production org, a scratch org, a developer org, a sandbox, or even an OAuth end point. Click the 'Next' button to proceed.
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Create or select a template: Choose to create a new dataset, replace an existing one, create a new template, use an existing template, or select a pre-built template. Monarch can automatically generate a template if a package, like Field Service lightning, is installed.
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Select parent objects and records: Choose the account object, for example, and add opportunity and opportunity line-item as children. You can select records by name, all records, or select records with a filter.
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Add child objects: Add the children that you want attached to account, like opportunities or line items.
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Select the fields to load: Decide on the fields you need to load into the dataset.
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Build the dataset: Click 'Build the Dataset'. Monarch uses the Bulk Data API and can build and migrate datasets up to a million records.
Migrating a Dataset
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Select the destination Salesforce org: Choose 'Migrate Datasets' on the left panel and select the username for the destination Salesforce org on the right.
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Choose the dataset to migrate: From the available datasets, select the one you want to migrate. You can review the object hierarchy and examine the objects by name or by the fields in each object.
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Define matching criteria: On the 'Matching Fields' tab, select the criteria to match the destination object with for each object in your dataset. You can match by name, postal code, ID, or even by a recently created virtual ID.
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Scramble sensitive fields: Select fields to scramble or obscure sensitive data, like annual revenue.
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Deactivate assets: You can deactivate triggers, workflow rules, flows, etc., that could interfere with the migration. These assets will automatically be reactivated after the migration.
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Review and migrate: On the 'Migrate Datasets' tab, define your error handling strategy, decide on automatic field truncation, select error logs type, choose serial or parallel processing, and decide on observing or deleting then observing records on to the destination. Click 'Migrate Dataset' to initiate the migration.
Managing Datasets
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Access the management interface: Click 'Manage Datasets' on the left panel and select the destination org on the right.
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Perform dataset operations: Import new datasets from CSV or XML files, remap field names or values, rename, duplicate, delete datasets, or import/export datasets as content documents in the destination Salesforce org.
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Compare datasets: Review differences between datasets, such as picklist value changes. This comparison can be exported as CSV, PDF, HTML, or Excel files.
Data Security and Privacy
Monarch is a desktop application that communicates directly with your Salesforce account. All datasets are saved on your local machine, ensuring that data stays within your control and not in some third party cloud. This makes Monarch a secure and private solution for data migration.
Links
Snapshot Best Practices: Salesforce Relational Data Migration