Salesforce to Salesforce Migration Guide (2025 Edition)

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:
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.
Attachments
related to Cases
)RecordType.DeveloperName = 'BusinessAccount'
)Tip: You can add the same object multiple times with different filters or mappings (e.g., Business vs Person Accounts).
Log in to both your source and target Salesforce orgs from the Instances page. You can connect Production or Sandbox environments securely via OAuth.
In the Migration Template:
CreatedDate = LAST_N_DAYS:30
Dataimporter automatically suggests field mappings. You can:
AccountSource
to a custom field)
Use built-in tools to refine your migration:
Before running, preview sample records:
You can:
After execution:
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:
ContentVersion
and ContentDocumentLink
(no need to add ContentDocument
)Salesforce File Limits Documentation
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.