Compare schemas. Create missing fields. Remediate permissions. Migrate records with dependency-aware ordering and Bulk API 2.0 throughput. One guided workflow — not a chain of spreadsheets and Data Loader runs.
Most teams cobble migrations together with Data Loader, Workbench, manual Setup edits, and spreadsheets. This replaces that entire stack.
OAuth into both orgs. Credentials are AES-256-GCM encrypted at rest — plaintext is never stored. Sandbox and production endpoints supported.
Side-by-side diff of standard and custom objects between source and target. Missing custom objects are flagged with one-click creation in the target.
Field-level diff: missing fields, type mismatches, picklist value drift. Color-coded results — Match, Differs, Source Only, Target Only.
Generate missing custom fields in the target org directly from the comparison results. Field-level security is replicated across permission sets automatically — no manual Setup work.
Compare user permissions between orgs across all five categories (system, object, FLS, permission sets, permission set groups). Fix gaps before data arrives so migrated records are visible to the right users.
Records are migrated in dependency order — parents before children. Lookup fields are converted from source IDs to target IDs using external ID mapping. Master-detail relationships are preserved.
Per-record status report (success, error with reason, skipped). Rollback if any step fails so you don't have to manually clean up half-migrated data.
Small datasets use per-record REST API for precision. Above a configurable threshold the tool switches to Salesforce Bulk API 2.0 for throughput. The right API is selected automatically per object volume.
Two companies, two Salesforce orgs, one combined entity. Data Migration aligns schemas, creates missing custom fields, remediates permissions, and migrates records with relationship integrity intact. Pair with File Migration for the attachment side.
Partial Copy sandboxes are limited and Full Copy refreshes are slow. Migrate just the records you need — a slice of Accounts, their Contacts, and their Opportunities — into a Developer or Developer Pro sandbox for realistic UAT or training.
Spinning off a business unit into its own Salesforce org. Migrate only the relevant Account hierarchy and downstream records. Schema comparison ensures the new org has the fields it needs before any record lands.
Data Migration moves structured records — Accounts, Contacts, Opportunities, custom objects — including their field values and parent-child relationships. File Migration moves binary files (ContentVersions, Attachments) and their parent-record links. Most org-to-org projects use both: Data Migration first to land the records, then File Migration to attach files to them.
Records are migrated in dependency order — parents before children. Lookup fields are converted from source IDs to target IDs using external ID mapping, so an Account migrated yesterday correctly resolves on the Contact migrated today. Master-detail relationships are preserved.
Yes. The schema comparison step identifies fields that exist in the source but not the target. You can create the missing fields directly from the comparison results — no switching to Setup, no writing metadata XML, no Workbench. Field-level security is replicated across permission sets at the same time.
The permission remediation step compares user permissions between the source and target orgs across system permissions, object permissions, FLS, permission sets, and permission set groups. Gaps are identified with color-coded diff results and exported to CSV. Remediate before migrating so records land with the right access.
Yes — automatically. Small datasets use per-record REST API for precision and per-record error reporting. Above a configurable threshold the tool switches to Bulk API 2.0 for throughput. You don't choose; the right path is selected based on volume.
Data Migration is most often run as part of a broader org-to-org project.
After Data Migration lands your records in the target org, File Migration brings across ContentDocuments and legacy Attachments — preserving file metadata, sharing, and parent-record links.
Learn more →Once the migration is complete, archive older files to S3 with custom Salesforce tracking objects so users can still find and download archived files from record pages.
Learn more →Tell us about your source and target orgs, record volumes, and the schema differences you've already spotted. We'll show you the workflow against a representative dataset.