salesforce-migration-deep-dive
Installation
SKILL.md
Salesforce Migration Deep Dive
Overview
Comprehensive guide for migrating data to/from Salesforce: ETL patterns using Bulk API 2.0, data mapping between CRM schemas, record relationship preservation, and validation.
Prerequisites
- Source and target Salesforce orgs (or external CRM)
- jsforce with Bulk API 2.0 access
- Understanding of sObject relationships and External IDs
- Staging sandbox for dry runs
Migration Types
| Type | Complexity | Duration | Tool |
|---|---|---|---|
| CSV import (< 50K records) | Low | Hours | Data Import Wizard / Bulk API |
| CRM-to-Salesforce | Medium | Weeks | Custom ETL with jsforce |
| Org-to-org migration | Medium | Weeks | SFDX + Bulk API |
| Full re-platform | High | Months | Custom ETL + change management |
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