Salesforce Governed Data Migration

Overview

Move data as a controlled accounting exercise in which every source key, transformation, dependency, target result, exception, and rollback obligation is traceable.

Prerequisites

• Source and target systems, objects, owners, data classes, migration scope, cutover window, and success criteria
• Current source schema, Salesforce metadata, external IDs, relationships, validation, automation, sharing, and limits
• Mapping and transform rules, quality thresholds, quarantine, reconciliation, rollback or compensating action, and retention plan

Tool Discipline

Use Read, Glob, and Grep to inspect approved repository and evidence files, WebFetch to re-check current first-party Salesforce documentation, and Write or Edit only for secretless plans, fixtures, configuration, and redacted receipts.

Current Contract

Bulk API 2.0 supports asynchronous CSV ingest and query, including insert, update, upsert, and delete where documented and entitled. Data Loader and other tools have separate contracts; object behavior, automation, and limits remain org-specific.