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Salesforce to Salesforce Migration Guide (2026 Edition)

Skip the CSV middleman. Migrate Salesforce orgs directly, preserve relationships and files, sample-load first, and keep a rollback path before cutover.
Sam Hoult
September 6, 2026

15 vs 18 Digit Salesforce IDs: Why CSV Imports Break

Reports export 15-digit IDs. Excel VLOOKUP ignores case. Here’s why that fails a load, and how to get the 18-digit ID without a formula field on every object.
Sam Hoult
May 27, 2024

The Ultimate Salesforce Data Migration Checklist

Scope, mapping, backup, sample load, rollback, and cutover. A practical checklist for Salesforce admins running the job, not a strategy deck.
Tim Combridge
May 24, 2024

Import Data Into Salesforce From These 5 Data Sources

Whether you’re performing a Salesforce data import for purposes of migration from a legacy system to another, or you’re looking for an easy way to move data between systems on an ongoing basis, then you should consider how much manual effort goes into these tasks. Manual labour leads to human error, time wasted, and ultimately a negative Salesforce data import experience.
Tim Combridge
April 19, 2024

5 Ways to Keep Your Salesforce Data Clean

Follow this guide to ensure that the Data in your Salesforce Org is clean and accurate.
Tim Combridge
December 7, 2023

Mastering Historical Data Import in Salesforce: Importing Audit Fields

Whether it’s for compliance, audit, or data accuracy reasons, in this guide we will run you through the steps to enable Create Audit Fields in Salesforce and migrate historical data.
Sam Hoult
November 19, 2023

10 Common Errors with Salesforce Data loading explained

When loading data into Salesforce, it is extremely common to have errors occur. Here is a list of 10 of the most common errors you will see, what the errors mean, and how to resolve them.
Sam Hoult
November 15, 2023
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