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Salesforce data deployment is involves the process transfer of moving data from one Salesforce org to one or many multiple other Salesforce Orgs. Once changes to data have been tested and approved in your orgs. After testing and approving data changes in a Sandbox or Development Org, they can be deployed moved to Test , and UAT sandboxes, and then ultimately to the production environment using FlexDeploy, with appropriate approvals and quality gates.

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Setup Needed in Salesforce Before using FlexDeploy

Need a column in each object that can be used to identify a record uniquely. This field can be an existing field in the object you would like to migrate, this field needs to be an indexed field. Using External IDs can simplify data migrationTo ensure that each record in an object can be uniquely identified, it's necessary to have a column/field that serves as an identifier. Ideally, this field should already exist in the object and be indexed. By using External IDs, data migration can be simplified. With an External ID field, you can perform operations such as updating, deleting, or upserting records. If you don’t have a unique indexed column in the object you would like to migrate, you can create a custom field as below -records can be easily updated, deleted, or upserted. In cases where there is no existing indexed field available, a custom field can be created to serve as the identifier using the below steps.

  1. Create a custom field as an External Id filed in each and every object that is going to use for data migration with data populated. Using the same field label for all the objects makes the setup easy.

    1. It is a little difficult to populate the unique data into the new field. To make the process easy, you can create an Auto Number field first and after populating initial data into all existing rows, you can update the data type to Text.

  2. Once the External Id is set in all the objects in the Prod Org, refresh the data to all the partial, and full sandboxes, and dev org to make it in Sync.

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Click on the Deploy icon to submit a request to upload to the target Org. You can also use the Release Management pipeline to migrate data.

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FlexDeploy enables you to package your code, low-code solutions, configurations, and data into a single bundle, facilitating seamless migration across various environments.