Salesforce Data Migration

In this series of articles on Salesforce Data Migration, we’re going to work through a fully-featured data migration to Salesforce, from a fictional legacy Customer Relationship Management (CRM) System.

If you have not already done so, take the opportunity to read the articles on the Data Migration Framework and Salesforce, first.

In these examples, we will be auto-generating our source data which will make it easy for you to run the example job. We will, of course, introduce some of the data inconsistencies that you would usually expect to see in a real-world data migration.

Sales Objects

In these tutorials, we will be populating the following Salesforce  Sales Objects.

  • Campaign
  • Lead
  • CampaignMember
  • Account
  • Contact

The current tutorials are based on the Salesforce Winter ’16 release. With the framework examples, you will be able to populate all of the fields that are normally available for population. It is likely that your Organisation will use Custom Objects and Fields and these tutorials will show you how you can work with these too.

You can find more information on these objects, on Salesforce.com, including the Data Model.

Getting Started

The first thing that we need to do is to create a new Talend Project and I’d suggest calling this project SalesforceMigration.

This tutorial has been built using Talend Open Studio version 5.6.1. If you are using Talend version 6 or above, the screenshots shown will vary slightly, from what you see yourself when woking through the tutorials.

Salesforce Data Migration, New Project
Salesforce Data Migration, New Project

If you’re not yet familiar with the Talend Framework, then read Getting Started and My First Framework Job before attempting to work through the tutorials on data migration. I would also strongly recommend reading the article on Organising Your Project.

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