Benefits for Administrators

• Maintain environment consistency without manual replication
• Ensure data integrity by including dependencies automatically
• Control configuration updates with component-level selection

Why Use Migration Manager?

Managing multiple environments is critical for large-scale deployments. Manual replication of configuration or schema often leads to errors, inconsistencies, and longer release cycles. Migration Manager reduces these challenges by:

• Consistency – Ensures environments share the same schema and configuration.
• Efficiency – Saves time by automating repetitive environment setup tasks.
• Control – Gives administrators visibility into what is migrated and how.

Common Admin Use Cases

As an admin, you can use Migration Manager to:

• Deploy schema changes (fields, objects) from development to test.
• Migrate new workflow rules or approval processes into production.
• Seed a test environment with user, product, and order data, including dependencies, for regression testing.
• Move new custom code, custom API, services hooks, callbacks, or automation scripts into production.

Migration Manager UI Overview

The Migration Manager interface provides a consolidated view of past migrations along with quick access to initiate new ones. To access the Migration Manager, navigate to the Home page. Click the Up-Down arrow () icon located next to your username at the bottom of the left panel. Then, select the Go to Administration option. Expand the Organization section and click on Migrations.

The main area of the page is the Migration History section, which displays all previously executed migrations. You can search for a migration or filter by status, such as In Progress, Completed, Pending, or Failed. If there are many records, pagination helps you navigate through them. Each migration record shows essential details, including the migration name, type, source and target environments, status, start time, duration, and the administrator who initiated it.

When you click on a migration record, the Migration Details page opens, where you can track migration status and progress percentage, review validation results or error messages, and access additional metadata about the migration run. This provides visibility into completed migrations and makes troubleshooting easier if a migration fails. When a migration fails, you can download a report that lists all error messages and details for the failed items. This helps you quickly identify issues, resolve configuration gaps, and share information with support teams if needed. For more information on how to download the report, see Downloading Failed Migration Report.

To start a new migration, you can click the Launch Migration Manager button in the top-right corner of the page. This opens the migration process where you select the components to migrate. Schema and extensibility changes are detected automatically by the system, while you select the datasets and configurations to move. For data, dependencies are automatically populated to ensure integrity. For configuration, you choose which specific items such as workflows, approvals, or integration to include.

This combination of migration history, detailed records, and guided migration initiation gives you a single, intuitive interface to manage migrations end-to-end.

Migration Options

Migration Manager provides two migration methods to help you move data, schema, configurations, and customization across environments: Full Migration and Selective Migration. Each option supports different use cases depending on how much control you need over what is migrated.

Selective Migration

Selective Migration gives you fine-grained control over what moves between environments. You can choose specific schema, configuration, data, and extensibility components, or allow the system to detect and include dependent items automatically.

This option is ideal when you want to migrate updates incrementally, move only certain features, or maintain environment differences.

For more information about how Selective Migration works and how to use it, see Selective Migration.

Full Migration

Full Migration performs a complete, one-time copy of all supported organizational components from a source organization to a target organization. This option is ideal when you want to set up a new or empty environment with a full replica of your source. The system automatically handles data and configuration transfer with minimal user input.

For more information about how Full Migration works and how to use it, see Full Migration.