MeshMesh from Salesforce
Salesforce Platform · Data Import

Migrate Records Into Salesforce

Load real record data into a Salesforce org from files or other systems, or export or delete it, so the org holds working records instead of empty objects. Sample and demo data belongs to Build Sample Record Data.

162 tasks
Method

How MeshMesh does it

  1. Drafts a plan and waits for the user to approve it before executing.
  2. Checks the org connection and troubleshoots it when it fails.
  3. Loads the records. Bulk API 2.0 is the most-mentioned load path, often for Product2, Account, Opportunity and Campaigns records. It can update existing records from one CSV and insert new ones from another.
  4. Verifies the loaded records in the org.

For copying records from one org to another, see Migrate Records Between Orgs.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Data ImportSalesforce Platform1 tasks
Features
Data Import

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