1 - Data Migrations Checklist
The following is a semi-profanity-ridden attempt at explaining one way to do data migrations while following best practices. It is rather long and laced with colorful language. If you have read it already, or if you want to avoid the profanity, you can consult the following checklist in the beautiful table below.
Note that all elements are considered mandatory.
As a quick note, and a reminder even if you've read the whole version:
DO NOT MODIFY SOURCE DATA FILES, EVER.
If you're doing data migrations, either use a script to modify the source files and save the edited version, or use excel workbooks that open the source file and then save the edited result elsewhere. Yes, even if the source is an excel file.
Why? Because sources change. People forget stuff, files aren't well formatted, shit gets broken, and people are human - meaning that one-time data import is actually going to be done multiple times. Edit the source file, and get to do everything all over again. Use scripts or workbooks to do the transformations ? Point that to the new source file and BAM Bob's your uncle.
Scripts you might want to use:
- SFXD's PSCSV
- Salesforce's official Data Migration Tool for cross-org data loading
- Amaxa for related objects, done by David Reed
Or, if you prefer excel, open a blank workbook, Import the source file via the "data" ribbon tab, select "from text/csv" (or whatever matches based on your source type), then save it as both:
- the construction excel,
- a NEW csv file after doing your changes in formula columns.
That way when you change the source file you can just open the construction book again and resave.