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Salesforce to Salesforce Data Migration: 5 Steps, No CSVs
Migrate data from one Salesforce org to another without CSV exports: keep lookups and Files, test in a sandbox, then cut over with a rollback plan ready.
Sam Hoult
October 4, 2026
Salesforce Files vs Attachments: Differences and How to Convert
Salesforce Files vs Attachments: the objects behind each, sharing, versioning and size limits, plus how to convert attachments to files in a migration.
Sam Hoult
October 19, 2026
Salesforce Data Load Errors: What They Mean and How to Fix Them
The Salesforce data load errors admins hit most, with the exact error text, what causes each one and how to fix it before you rerun the failed records.
Sam Hoult
October 19, 2026
Salesforce FSC Managed Package to Core: Data Migration Guide
Move Financial Services Cloud data from FinServ__ package objects to FSC Core standard objects, with field mappings, load order, households and rollups.
Sam Hoult
October 12, 2026
Salesforce Date Format: Date, DateTime and Excel CSV Fixes
Salesforce Date fields need YYYY-MM-DD and DateTime needs ISO 8601 with Z or an offset. See what Excel and DD/MM locales break and how to fix it.
Sam Hoult
September 27, 2026
Salesforce Data Migration Checklist: 10 Steps + Copyable Template
A 10-step Salesforce data migration checklist with a copyable Excel and CSV template: owner, status and rollback plan columns for every step and sub-task.
Tim Combridge
September 27, 2026
Salesforce 15 to 18 Digit ID: CASESAFEID and Excel Formula
Convert a 15-digit Salesforce ID to 18 digits with CASESAFEID(Id) or a copy-paste Excel formula, and see why 15-digit IDs break VLOOKUP matches.
Sam Hoult
September 27, 2026
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