/Migration
Migration 2018-12-10T20:50:24+00:00

Migrate, Merge, or Split Salesforce Instances

A Salesforce ETL solution for difficult data transformations.
CopyStorm  and CopyStorm/Restore can take the sting out of Salesforce migrations!  

  • CopyStorm replicates the table structure and data from a Salesforce instance and brings the information into a local database
  • CopyStorm/Restore inserts this data into a target Salesforce — restoring both records and relationships automatically (No data loader needed!)

Metadata is also copied and can be restored — custom objects, fields, even code is preserved!

Read Capstorm’s Salesforce Migration Playbook for high level steps to migrate data to Salesforce from another Salesforce instance or any data repository.

Capstorm's solutions for Salesforce ETL projects: migrations, mergers, and splits.

Extract

Pull Salesforce data, structure, and metadata into a local relational database.

Transform

Manipulate extracted Salesforce data in the database to fit the structure of the target Salesforce.
Compare structures and consolidate records from multiple Salesforce Orgs within a database.

Load

Incrementally populate the target Salesforce with desired data and metadata using a point-and-click application — automatically restore records and relationships without touching CSVs.

Migrate

Migrate data from one Salesforce instance to another with CopyStorm/Restore.  Record mapping and record matching rules assist with data transformation, and metadata can be surgically restored.  Integrating data from a legacy or external system?  Backup your Salesforce structure then massage the data to match.  Incrementally restore records and relationships to Salesforce without needing data loader.

Merge

Consolidate data from two or more Salesforce instances within a single database.  Compare metadata from multiple Production Orgs.  Use multi-column record matching rules to ensure that no records are duplicated within the new Production instance.  Record mapping rules simplify tasks such as transitioning users from one instance to another.

Split

Separate one instance into several within a local relational database.  Populate a Salesforce sandbox to test the Salesforce data restore prior to restoring records and relationships to Production. Save in a data warehouse for a complete record of the old Production Organization’s data and structure.

ETL Datasheet

Salesforce Split, Migrate, and Merge

CopyStorm Datasheet

Salesforce to Database

CopyStorm/Restore

Database to Salesforce

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

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!

Visit Capstorm’s learn center for technical details

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