Salesforce Merge

Combining one or more Salesforce instances?  Transform data within an on-premises database, compare Salesforce structures, and incrementally populate the target Salesforce.

Salesforce Merge. Extract: bring the data and structure of multiple Salesforce instances into local relational databases. Transform: Compare the structure between the instances and consolidate records. Load: Push records to your target Salesforce. Restore records and relationships without intervention.

Extract

  • Use CopyStorm to extract the structure and data of both Salesforce organizations into a local relational database.

Transform

  • Compare Salesforce structures and consolidate records within the target database.
  • Ensure that the structure of the target Salesforce matches the schema within the consolidated database.

Load

  • Relationships between records are preserved as data is loaded into a test Salesforce sandbox.
  • Populate the target Salesforce.  Pause or stop a restore at anytime, and CopyStorm/Restore will pick up right where you left off.

Solutions for Salesforce Merges:

If data does not meet the target Salesforce's validation rules...

Use CopyStorm/Restore to selectively disable validation rules (plus triggers and workflow rules) while the target Salesforce is populated.  Chosen validation rules will be disabled as the restore begins, then automatically reenabled when the restore has completed.

If duplicate records exist between the two Salesforce instances...

Remove duplicates within the database or use CopyStorm/Restore’s record matching rules.  Choose multi-column values or your own external ID to determine if a record is a match.

If the old Production instances are live until the cut-over date...

Incrementally populate the target Salesforce with records and relationships prior to the go-live date.  Do a final backup of the two old instances, then restore only added or modified records to the target Salesforce.

If metadata in the target should be similar to that of the old instance...

Surgically restore metadata such as profile and role into the target Salesforce.  Restore instead of re-create: custom objects, reports, layouts, etc.

Contact us to discuss your project and for a personal introduction to
CopyStorm and CopyStorm/Restore.

ETL Datasheet

Salesforce Split, Migrate, and Merge

CopyStorm Datasheet

Salesforce to Database

CopyStorm/Restore

Database to Salesforce

Visit Capstorm’s learn center for technical details

Simplify a complicated project with Capstorm's solutions: Bring Salesforce data into a local relational database and transform as needed. Restore records and relationships to Salesforce using CopyStorm/Restore.
Backup Salesforce data and metadata into a local relational database using CopyStorm. Transform data within the database before restoring to Salesforce.
Try CopyStorm/Restore to restore any level of relational hierarchy to Salesforce. No data loader or CSV files needed!
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