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Data Migration in Salesforce.com

Pengchea asked
Medium Priority
Last Modified: 2013-11-24
I have difficulty experince migrating data between environment in salesforce.com
For example, I have to migrate the data from Sandbox(.test) to .dev environment.

Any solution for this?

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You need to download, install and learn to use DataLoader available in the Salesforce Setup section. Search for "DataLoader" in Salesforce help for more information.


Yes I use Dataloader before but it's time consuming if I want to migrate the data from all the objects and I also need to deal with external ID.
I know there is a tool called Monarch but do you know is there any better tools for this?
I don't know of any....
If you are using Salesforce.com with the sandbox, then your company probably has someone inside of Salesforce.com that can help you with this process.  Try submitting a trouble ticket - or talking to your internal Salesforce.com Administrator - to see who you can talk to at Salesforce.com.

The whole point of the Sandbox is that it should be easy to migrate data and customizations into/out of it.

If none of that works, and you have the budget for it, consider using Pervasive Business Integrator to migrate the data.  It has a native connector to Salesforce.com and you should be able to fairly easily migrate data.  I'll bet the folks at Pervasive would even sent a Salesforce-to-Salesforce migration for you that you can re-use anytime you want to move data between implementations.  We use Pervasive internally to handle integration and migration projects and it works great.  There is a learning curve, but if you have any development experience you will find the curve fairly easy (get a 2-4 hour introductory course and instruction manual from Pervasive an you should be in pretty good shape).

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