Use Case: Migrating Active Customer Data Using Selective Migration
- You have access to both the source and target organizations.
- Source and target organizations are validated in Migration Manager. For more information on how to validate the organizations, see Step 4 and Step 5 in Performing Selective Migration
- The target organization already contains the required schema, or you plan to migrate schema changes first.
- The user in the target organization has permission to create or update data.
Business Context:
Organizations often need to migrate only a subset of data when moving changes between environments. For example, an administrator may want to move only recent and active customer records to a test or production environment without copying historical or inactive data.
Overview:
Selective Migration lets you migrate specific data records while ensuring that the required schema already exists in the target organization. If schema changes are required, you must migrate the schema first. Data migration runs only when the source and target schemas are aligned.
Scenario:
An administrator wants to migrate only active customer accounts created within the last year from a development environment to a testing environment. The schema already exists in the target organization, or the administrator plans to migrate the schema first.
- From the Home page, click the up-down arrow (
) icon next to your username at the bottom of the left panel and click the Go to Administration option.