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Our course details were last updated on October 18, 2025.
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Unlock the full potential of your Salesforce platform with comprehensive data migration mastery. This course is designed to equip you with expert strategies and hands-on skills needed for seamless data transitions from legacy systems to Salesforce. You will learn how to integrate historical data, consolidate information from multiple sources, and ensure business continuity by maintaining data availability throughout the migration process.
The training emphasizes meticulous preparation — designing precise CSV templates aligned with Salesforce field APIs, cleaning and deduplicating data, and validating data quality at every stage. You will master step-by-step guidance for importing, exporting, updating, and deleting records efficiently using Salesforce Data Loader and other robust tools. Techniques for managing complex relationships, especially parent-child hierarchies, using External IDs are highlighted to maintain data integrity.
Understanding audit fields is critical for preserving historical context; this course shows you how to enable and utilize these fields during the migration to keep accurate creation and modification details from your legacy systems. You’ll also learn practical methods for handling null values, enabling automated processes with command-line Data Loader, and temporarily bypassing automation or duplicate rules during bulk operations to minimize disruption.
Real-world use cases and detailed best practices prepare you for common challenges such as large volume data uploads, error handling, and avoiding downtime during migrations. The course also covers compliance and security best practices required for sensitive data management.
By the end of the course, whether you are a Salesforce administrator, consultant, or developer, you will possess the confidence and technical know-how to execute data migration projects that are precise, efficient, and resilient. This training ensures you can maximize your Salesforce investment by enabling clean, accessible, and reliable data for enhanced reporting, analytics, and automated business workflows.
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