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DATA MIGRATION - Coggle Diagram
DATA MIGRATION
DATA QUALITY IMPROVEMENTS
FLOW BUILDER
VALIDATION RULES
CLIENT SIDE VALIDATION
AppExchange APPS
DATA LOADER/DATA IMPORT WIZARD
Data import wizard (<50k records; lead matching on name/email), no concurrent import jobs; accounts, contacts, leads, solutions, campaign members, person accounts, and custom objects.
Data Loader (up to 150mln records); batch size set to 1 to trigger duplicate rules & flow
PICKLIST FIELDS
DUPLICATE MANAGEMENT
Duplicate and Matching Rules
LIGHTNING DATA
Lightning data package rules to match accounts with data service; auto update when record created/updated
Naming, Formatting, Workflow, Quality standards, Roles and Ownership, Secutiry and Permissions, Monitoring
BULK UPDATED PLANNING:
Organize Batches;
User concurrent import;
Be aware what operations increase lock contention
minimize number of fields;
minimize triggers;
optimize batch sizes;
minimize number of batches in Async Queue
DATA QUALITY IN SALESFORCE AND PUBLIC WEB SITES
RECORD LOCK (child records of a single parent should not be in different concurrent batches)
OUTLOOK - lightning Sync or Salesforce for Outlook to sync Accounts, Contacts, Events