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The Ultimate Salesforce Data Migration Checklist

This checklist is designed to be a general guide for all data imports, whether you’re setting up a recurring automated data import, importing data through a Salesforce integration, or moving a large data set from Excel to Salesforce.
Tim Combridge
May 24, 2024

Understanding Salesforce Date Format: Ensuring Accurate Data Import

When working with Salesforce, handling date and time formats correctly is crucial to ensure data integrity and seamless integration. Missteps in formatting can lead to data discrepancies, impacting your ability to leverage Salesforce's full capabilities. Here's a comprehensive guide to help you navigate the Salesforce date format and ensure accurate data import.
Sam Hoult
June 3, 2024

The difference between Files & Attachments in Salesforce

Discover the key differences between Salesforce's Files and Notes & Attachments. Learn how the modern features of Salesforce Files, including collaboration tools, version control, and enhanced search, can elevate your document management strategy.
Sam Hoult
May 28, 2024

How to import Files and Attachments with Dataimporter

You can easily Import Files and Attachments into Salesforce using Dataimporter.io. Simply put your files into a ZIP file, create a CSV reference file, and begin importing in minutes.
Sam Hoult
May 27, 2024

The difference between 15 and 18 Digit Record Ids in Salesforce

Did you know that for each record in Salesforce, there are actually two Id values. Learn the difference between the two, and why you should be using the 18 Digit Record Id for your data loading.
Sam Hoult
May 27, 2024

How to complete a Salesforce to Salesforce Migration

Using Dataimporter.io, you can Migrate Data directly from one Salesforce Org to another, without the need to download CSV files. Use the Salesforce to Salesforce connector to migrate records, including the ability to filter records, use lookup relationships, formula fields, and deduplication. Read this guide to see how you can get set up and migrating within 10 minutes.
Sam Hoult
May 26, 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
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