salesforce-migration-deep-dive

# Salesforce Migration Deep Dive ## Overview Comprehensive guide for migrating data to/from Salesforce: ETL patterns using Bulk API 2.0, data mapping between CRM schemas, record relationship preservation, and validation. ## Prerequisites - Source and target Salesforce orgs (or external CRM) - jsforce with Bulk API 2.0 access - Understanding of sObject relationships and External IDs - Staging sandbox for dry runs ## Migration Types | Type | Complexity | Duration | Tool | |------|-----------|----------|------| | CSV import (< 50K records) | Low | Hours | Data Import Wizard / Bulk API | | CRM-to-Salesforce | Medium | Weeks | Custom ETL with jsforce | | Org-to-org migration | Medium | Weeks | SFDX + Bulk API | | Full re-platform | High | Months | Custom ETL + change management | ## Instructions ### Step 1: Data Assessment ```typescript const conn = await getConnection(); // Count records per object const objectCounts = await Promise.all( ['Account', 'Contact', 'Lead', 'Opportunity', 'Case'].map(async (obj) => { const result = await conn.query(`SELECT COUNT(Id) total FROM ${obj}`); return { object: obj, count: result.records[0].total }; }) ); console.table(objectCounts); // Account: 15,234 // Contact: 45,678 // Lead: 23,456 // Opportunity: 8,901 // Case: 67,890 // Check data storage limits const limits = await conn.request('/services/data/v59.0/limits/'); console.log(`Data storage: ${limits.DataStorageMB.Max - limits.DataStorageMB.R...