Salesforce to Salesforce Migration Guide (2025 Edition)

Sam Hoult
July 7, 2025

Migrating data between Salesforce orgs can be complex, especially when you're dealing with multiple objects, Files, Attachments, or managed packages. But with the right tools, it doesn’t have to be. Dataimporter is the purpose-built, no-code solution designed specifically for Salesforce-to-Salesforce migrations—helping you move data accurately, securely, and without relying on Apex or manual CSV exports.

Here are the key steps involved:

Why Choose Dataimporter?

1. Use Migration Templates for Multi-Object Migrations

Rather than migrating objects one-by-one, use Migration Templates to handle entire data models in a single flow. Whether you're moving Accounts with Contacts, Opportunities, and Files, or Cases with related Tasks and Attachments, Templates keep everything structured.

Tip: You can add the same object multiple times with different filters or mappings (e.g., Business vs Person Accounts).

2. Connect Your Salesforce Instances

Log in to both your source and target Salesforce orgs from the Instances page. You can connect Production or Sandbox environments securely via OAuth.

3. Add and Configure Objects

In the Migration Template:

4. Map Fields Automatically or Manually

Dataimporter automatically suggests field mappings. You can:

5. Apply Data Cleaning, Filters, and Formulas

Use built-in tools to refine your migration:

See Formula Reference

6. Preview and Validate Your Migration

Before running, preview sample records:

7. Run or Schedule Your Job

You can:

8. Monitor and Review Results

After execution:

Special Considerations for Files and Attachments

Salesforce limits API calls to 50MB per batch when transferring Files or Attachments. Dataimporter uses the REST API to ensure compatibility.

Tip: Reduce batch size when migrating large files to avoid hitting limits.

To migrate Files:

Salesforce File Limits Documentation

Start Your Migration

Whether you're consolidating orgs after an acquisition, moving from sandbox to production, or setting up a recurring sync between orgs—Dataimporter makes it fast, accurate, and low-maintenance.

Ready to simplify your Salesforce migration? Sign up for a free Dataimporter account and start building your first Migration Template today or Book a Demo.

Get Started with Dataimporter