Data Migration

How to handle data migration and data transformation tasks when moving data into Salesforce CRM?

Our other platforms only support a 1:1 relationship between a contact and an account.

Therefore, I need the ability to restrict the selection of a Primary Contact on an Account to be associated with Contacts with the same Account at the contact record level. 

I have disabled the multiple accounts to contact option in Account Settings and cleaned up all the indirect relationships. This feature resulted in inadvertently moving contacts around in our our other applications. 

However, the sales team can still designate a contact as a Primary Contact on an account the contact is not "setup" under. This causes the underlying GUID/Contact_recID to "move" to a different account ID within our tertiary databases. 

What I need to happen is to not allow contact1 to be associated with account1 and also be selected as the primary contact to account2. Instead, the sales rep will need to create a new contact2 and then associate that new contact as the primary contact for account2 (as well as account2 on the contact account field). 

Hi!  We acquired a company and I am responsible to bring in their CRM data.  The good news is they were a competitor so their model is very similar to ours.  We are going to commingle the data - we are going to be one combined sales team - so I'm not worried about security.  

The challenge is that I want a way to logically "partition" or segment the Co 1 vs Co 2 records across all objects to help with reporting, Flows, list views, etc in the near term.  For example a report to give me all Activities performed by Co 1 vs Co 2.   I don't want to use Record Types because we already have too many and I'd have to double them just for reporting (nah!).  

Would love some ideas!  I'm hoping I don't have to create a new "segment" field on every object but that's where I'm at now.

Thanks!  

1.Need right approach

2. Data migration techniques

3. Do's n don't

4. Considerations & procedures

5. General best practices

@Data Migration #Data Management #Org Migration #Salesforce Developer #Solution Architects

When importing data via the NPSP Date Import tool, I am uploading Contacts, Organizations, and Donations. When I have a Contact with an Organization (uploads as Affiliated Contact) how can I also map that contact to the Primary Contact field on the respective Opportunity?

Are there any issues with manually changing Data Import record status to Imported and back to Failed while troubleshooting?  

I have some records in a data import batch that are failing with the same error.  For troubleshooting, I'm trying to shorten the debug log.  I'd like to temporarily change most of the failed records to Imported so I can track just one import record in the log.  Once I've figured it out, I want to change the other records back to Failed so I can finally import them.

@Nonprofit Success Pack

I keep getting the following error when trying to upload a bunch of new donation records: "yc_OpportunityTriggers: execution of AfterInsert

caused by: System.DmlException: Update failed. First exception on row 50 with id 0061A000012ugV3QAI; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [Annual_Report_Name__c]: [Annual_Report_Name__c]

()"

The most frustrating part is that the Data Import worked just fine for the last five rows of the original file, when I do a test of one row at a time, and doesn't flag any errors on the Dry Run.

Before importing data into Salesforce, it is sometimes necessary to combine data from different sources in a single spreadsheet. I was surprised that many experienced Salesforce professionals aren't aware that there are alternatives to VLOOKUP, so I wrote up an explainer: Still using VLOOKUP in your spreadsheets? Try INDEX and MATCH

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Hi, I'm a non-profit staff starting to understand Salesforce, and I need to upload all donor information for this year and my goal is to send thank you emails to everyone before the end of the year. My questions are 1) There seems to be a separate object for "Recurring Donations" and what are the pros and cons of using that with Opportunities instead of just including all recurring donations in Opportunities? From what I've found, if the donation is open-ended, you can't use a standard Salesforce Opportunity with multiple payments, because the number of payments on an Opportunity in the NPSP is fixed. You must use the Recurring Donation process. But I wasn't sure how Opportunities and Recurring Donations work together if we'd like to see a list of all donations and one-time donations are all in "Opportunities" and Recurring are in "Recurring Donations". Also if there are donations that were given multiple times but not on a regular basis (for example on the same day of each month), do I have to insert them separately on my opportunities? 2) I wasn't sure how the Opportunities and Contacts work. So if I insert the "Primary Contact" in a new Opportunities entry, and import all information of all donors, will I be able to send mass emails through the Opportunities Object later on? Apologies for the long questions and thank you very much for your help in advance. I'm struggling with all these concepts. Thank you.