Salesforce: MFS-S2S Extension
Contents
1. In the above path users can check whether the assignment is completed and if there occurs any failure or not Advantages and Disadvantages of Salesforce S2S Extension Advantages a It helps to transfer data very quickly around 1000 data 3 4 seconds but still the connection creation time at the time of transfer varies depending on the Salesforce server b The data which is shared between two organizations are automatically updated in the target organization if there is some modification in the source organization Disadvantages a We know that we can set the value of audit fields of most of the standard objects and all custom objects only during first insert by enabling the feature from Salesforce com support But S2S feature doesn t expose the audit fields even after enabling it This is a big fault in S2S b We cannot migrate data of all standard objects through S2S connection There are some specific standard objects whose data we can transfer c S2S connection cannot be created between Production and Sandbox organization or between Developer and Sandbox organization Things to Remember 1 Please make sure that the object and its child objects which are migrating from one org to another has no active validation rules and triggers in the target organization It may affect the process because validation rules and triggers restrict data entry for some special restrictions So make sure that you de activate all the rules and trigg2. Select Child Objects k Position a Attachment Contact a Opportunity Fd Task Case Share Records Extra Features Compared to Standard S2S transfer a Data transfer amount is not limited like the standard S2S functionality b Users can transfer related child custom objects along with parent objects unlike as standard transfer where users can transfer only child standard objects along with the parent No child custom object transfer is possible through Standard S2S transfer which is all possible through this Extension app Target Organization Lookup Assignment As we can see above that we can transfer child object data along with the parent objects So then why this Dynamic Lookup Assignment This is because when there is more than two level deep relationships then we cannot transfer those data through the child transfer and also we cannot assign self lookups with that For e g Account gt Contact gt Case Consider a situation where we sent Account records with its related Contact records Now if we need to send some child records of Contact as well then it will not be transferred So where there are more than two level deep relationships then it is advisable not to transfer Contact along with Account Instead send Account and Contact individually and then assign lookups in the target organization So the custom lookup assignment is very much necessary for that scenario Also in addition to that suppose some users do not w
3. VII Then you have to Click Install Package Installer Help for this Page w MFS S2S Extension Step 3 Install Package Step 3 of 3 The package is ready to be installed Click Install to continue Previous Install Cancel VIII Then the package will be installed in your organization The package contains both source organization and target organization functionalities Users have to install the package both in source organization and target organization and then use it for their respective functionalities After installation an app will be installed in user s organization which will be displayed in the top right app section All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire FAM AOA ACE User Manual Salesforce MFS S2S Extension Souvik Dutta Setup Help Call Center Solutions Products Reports Dashboards Log Errors Marketing Community i Site com Salesforce Chatter MFS S25 Extension hore AppExch4 Force com App Mer D Developer Community While clicking on the MFS S2S Extension app users will find two tabs Source Org and Target Org mindf in es ail J Hons Search Searc Ery foo eae Log Errors Souvik Dutta Wednesday September 18 2013 p Hide Feed If the organization in which user installed the app is the source organization l e from which data needs to transfer then user
4. Editions if you chose Select security settings select the level of access to give users in each profile and click next Step 2 Choose security level Step 2 of Select security settings gt Grant access to admins only Users with your profile get full access best for limited deployments Grant access to all users All internal custom profiles get full access Select security settings User access set by profile recommended for most packages Customize security These security settings determine access to the custom objects and components installed in the package It doesn t affect permissions for existing objects ww Standard profiles including the Read Only profile dont receive access to any installed custom objects Because permissions are not editable for standard profiles you must clone your profile to grant access Tell me more Action Access Level Description SetaAll No Access No access to any features in this package Set All Full Access Full access to all features and fields in this package Please select a level of access to the features in this package for each of your organization s custom profiles Profile Access Level System Administrator Full Access Your profile must have full access to the package Authenticated Website No Access High Volume Customer Portal No Access v Standard Platform User No Access v Basic User No Access v Custom Marketing Profile No Access Custom Sales Profile No Access
5. apex that will run for both the data transfer and lookup assignment Based on the volume of data it can take some time Users can check whether the batch is Processed Queued Completed Failures in the following path in the salesforce com YourName gt SetUp gt Administration SetUp gt Monitoring gt Apex Jobs OR YourName gt SetUp gt Monitor gt Jobs gt Apex Jobs All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire User Manual Salesforce MFS S2S Extension Apex Jobs Help for this Page a Monitor the status of all Apex jobs and optionally abort jobs that are in progress View All Create New View Action Submitted Date Job Type Status Status Detail Total Batches Batches Processed Failures Submitted By Completion Date Apex Class Apex Method Apex Job ID 9 16 2013 6 51 PM ray Completed 1 1 0 Dutta Souvik waa LookUpAssignmentBatchApexTaraetOrg 7079000000TT27b 9 16 2013 6 40 PM pay Completed 1 1 0 Dutta Souvik adiaiiis MigrationBatchApexSourceOra 7079000000TT2Am 9 16 2013 6 39 PM p Completed 2 2 0 Dutta Souvik oe MigrationBatchApexSourceOra 7079000000TT28N 9 16 2013 6 34 PM pis Completed 2 2 0 Dutta Souvik oo MigrationBatchApexSourceOra 7079000000TT22x oo a Completed 4 4 0 Dutta Souvik oo LookUpAssignmentBatchApexTargetOrg 7079000000TSV7H waa ay Completed 1 1 0 Dutta Souvik oo MigrationBatchApexSourceOra 7079000000TSUFz
6. as they want to transfer data of the selected object Before Object Selection All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire User Manual Salesforce MFS S2S Extension 2 S275 Migration No Object Selected Data Migration Section Object Selection Section Select the Want to share Account Account Contact Role Apex Test Queue tem Approval Approval Request Asset Attachment Campaign Campaign Member Campaign Member Status Case Case Comment Case Contact Role Case Team Member Case Team Member Role Category Data Chatter Group Chatter Group Member Chatter Group Member Request v After Object Selection 525 Migration Account Data Migration Section Account z Connection Selection Section Available Connections Selected Connections Salesforce 2013 07 27 09 05 48 MFS 2013 08 26 13 08 31 a Salesforce 2013 08 24 10 04 52 Mindfre Solutons 2013 08 24 09 58 15 Related Child Object Transfer All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f yi Bo dmindfire cere User Manual Salesforce MFS S2S Extension Then users can select the checkboxes for the child object data you need to transfer along with the parent selected Remember here data transfer amount is not limited like the standard S2S functionality
7. mapsto your objects Auto Accept i Account Account Attachment Gy Attachment Case Case Contact Contact Lead amp Lead lel Opportunity gt Oppartunity x Position ye Position Task Task VIII Then in the source organization we need to check the fields of the objects which we want to share so that those can be visible in the target Ty Edit Published Fields Select fields to publish To share a record you must forward it to a connection using the E Save Cancel Case Fields i Subject Contact ID Owner ID Account ID Description Parent Case ID AssetID Email Address Phone Case Number Engineering Req Number Potential Liability Case Origin Escalated Priority Case Reason Name Product Case Type OldParentAccountIdSource SLA Violation Company OldPrimaryKeyldSource Status Save Cancel All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire FUAN IGNORANCE User Manual Salesforce MFS S2S Extension IX Then we can map the fields shared by source organization with those in the target organization Edit Subscribed Fields Subscribe to a connections published field by mapping it to one of your felds Select the To receive a record from a connection the connection must publish and forward it to your Save Cancel Position Position Required Information 3 HEE a are maps to your fields Mindfire Sol
8. modification they can click edit and change it as well Finally they have to click the Assign Lookups button to assign the lookups LookUp Assignment Contact Dynamic LookUp Assignment Y Object Selection Section Select the Object you want to assign Contact Y Field Selection Section Reference Fields To Be Assigned Selected Old Reference Values for respective Fields Selected Old Record ld Value for Respective Parent Objects Reports To ID Contact OldParent_ContactReportsToldTarget__c OldPrimaryKeyldTarget__c Account ID Account OldParent_AccountidTarget__c OldPrimaryKeyldTarget__c Dynamic Lookup Assignment for Task Event We know that Task Event has two fields called WHOID Contact Lead ID and WHATID Opportunity Account ID which are called Polymorphic fields means those fields have relationship with multiple objects For this we cannot proceed like the above selection of OldRecordID because for WHOID WHATID field we have to select old record ID for multiple objects polymorphic field So there is a configure button for Task Event where we can select old record ID for all the respective referenced objects in those fields The parent field selection will be same as above just the Old record ID selection will be done in the Pop Up by clicking the Configure Button LookUp Assignment Task Dynamic LookUp Assignment Y Object Selection Section Old Parent Task What ID Old Parent Task Who ID Y Fiel
9. Decide Later V Now that all the connections are ready we can start sharing the objects and fields which we need to transfer through Publish Unpublished Section d Published Objects PublishiUnpublish VI First we need to publish the objects in the source organization by checking them in the list Wy Aaddor Remove Published Objects Select objects to publish To share a record you must forward it to a connection using the Bare Camco el W Account E Ee Actiwity History gy Attachment do Case m amp Case Comment Sy Contact S Employee Ze Lead Eq f Log Error gt Opportunity od g gt Opportunity Product c Position Fc ef Product Task amp Test All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions i dmindfire iain User Manual Salesforce MFS S2S Extension VII In the target organization we need to go the Subscribe Unsubscribe section and need to accept the objects which are shared by the source organization and we can check the auto accept checkbox which implies that data will be auto accepted after those will be shared by the source organization ey Add or Remove Subscribed Objects Select objects to which you want to subscribe Standard objects are mapped to your stz must publish and forward it to your organization After a record is shared updates are se Save Cancel Mindfire Solutions objects
10. ant to use the S2S Migration i e the Source Org functionalities and they want to transfer data through some Migration Tools for e g Data Loader Then this Dynamic Lookup Assignment feature will come into picture as through DataLoader or in any other Migration Tool LookUp can t be assigned automatically There also All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f yi Bo dmindfire Se pre User Manual Salesforce MFS S2S Extension in DataLoader field Map we have to keep the old org record ID and Parent keys and then map them during Data Loader data transfer Dynamic Lookup Assignment Now that we transferred the object records and in the target organization we captured the old primary key and old parent key values in the text fields by mapping the fields we have to assign the correct lookup values based on these old values In our app we can get it done most efficiently just by selecting the object names for which users want to assign lookups Users just have to follow the following steps a First select the object from the drop down for which they want to assign lookups b Then the Field Selection Section will open where you have to select old lookup values for each reference fields you want to assign There will be two columns Reference Fields and Select Old Reference Values e g for Contact Reference Fields Select Old Reference Values Se
11. d Selection Section ielat Old Reference Vales for respective Fields Reference Fields To Be Assigned Contact Lead ID OidTaskWhatldTarget m OpportunityAccount ID All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire User Manual Salesforce MFS S2S Extension After clicking Configure the Popup will open to select the Old Record ID of the parent objects and after selection click the Add Cancel button Object Hame Select Old Record Id Value for Respective Parent Objects Old Contact Contact OldPri Keyild Target eo rimarykey arge RecordID Lead None Old Account Account OldPri Keyild Target rimaryKey arge RecordID Asset MNone iil Campaign Sone Case None Contract None Employee MNane Opportunity Mone Position None Product None Quote None Solution MNone Test Mone Here in the above image Old record id for Contact and Account are selected and rest are not selected This means the task records whose WHOID field contains contact reference and WHATID field contains account reference will only be executed and lookup will be assigned and the rest will be ignored as user didn t selected those This provides the flexibility to the user to execute for only the required objects which can save good amount of time Note This is a batch
12. d third one will store the parent Account and Self lookup Contact values of the source organization Additionally if users will create any custom lookup field in Contact then respective formula fields needs to be created to store that value Note The above field names mentioned is not constant Users can give their likely names of the fields and use those during mapping Secondly users have to follow the above mentioned steps to create a S2S connection and things needed to be done in the source organization Target Organization Pre requisites First the Field Creation Step Here users have to create text fields to keep the old parent and primary key values of the source organization which will help them to assign correct lookups in the target organization for each object For example we are showing how to create fields for one object In this way users have to create for each objects they needs to transfer For Contact fields need to be created 1 OldPrimaryKeyldTarget__c 2 OldParentAccountidTarget__c 3 OldParentContactReportsToldTarget__c This text fields will be filled up with source organization records primary keys and parent ids after migration with the help of field mapping between the two organization connections All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f i Bo dmindfire areas User Manual Salesforce MFS S2S Extension Secondly us
13. dmindfire FAN TENGDAN GE User Manual Salesforce MFS S2S Extension Salesforce MFS S2S Extension Introduction Data migration in Salesforce is certainly a sensitive thing and it can be achieved in various ways using various Data Migration tools There is another mode of data transfer between two organizations is by S2S This is a feature which is present within salesforce com It has some advantages as well as some disadvantages S2S Extension Installation and Configuration Installation I Click get it now from the application information page Overview Details Reviews Provider Save gt Get It Now Il Read the user terms and select the checkbox Enter your Salesforce Organizations username and password and then Login in your organization III Review the package items and click Continue Package Installation Details Package Name MFS 25 Extension VersionName October 2073 Version Number 1 6 Publisher Mindfire Solutions Description Continue Cancel IV The next step is about Approve Package API Access Step 1 After reviewing all the steps click next Package Installer this Page MFS S2S Extension Step 1 Approve Package API Access Step torts control the access that scontrols and other components in this package have to standard objects via the API The access will still be constrained by the users profile You can view and edit the package API access to standard Objects after the package is installed from
14. emarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f yi Bo dmindfire BUAN GNGRANCE User Manual Salesforce MFS S2S Extension Standard functionalities like Select Connections to which you need to transfer data Select Child Objects whose data you need to transfer along with the parent object Source Organization Pre requisites S2S extension First the Field Creation Step Here users need to create formula text fields to keep the source parent and primary key values and transfer them to target organization which will help them to assign correct lookups in the target organization in each object he needs to transfer For example we are showing how to create fields for one object In this way users have to create fields for each object they need to transfer For Contact fields need to be created for standard lookup fields 1 OldPrimaryKeyldSource__c 2 OldParentAccountlidSource__c 3 OldParentContactReportsToldSource__c Edit Del OldParentAccountidSource OldParentAccountidSource__c Formula Text Souvik Dutta 8 26 2013 6 37 PM Edit Del OldParentContactReports ToldSource OldParentContactReportsToldSource__c Formula Text Souvik Dutta 8 26 2013 6 38 PM Edit Del OldPrimaryKeyldSource OldPrimaryKeyldSource__c Formula Text Souvik Dutta 8 26 2013 1 03 PM First one keeps the Record Id of the contact record in source organization Second an
15. ers and after migration and lookup assignment activate them again All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f dmindfire Oe ee User Manual Salesforce MFS S2S Extension 2 Please make sure while migrating child objects along with parent that a particular parent mustn t have more than 100 child objects It will also hit the Salesforce governor limit In case it happens then first 100 child objects will be considered 3 Case gt CaseComment CaseComment is a child object of Case But you will not find this object in the child section when user selects Case This is because S2S automatically handles the transfer of CaseComment at the time of transfer of Case records without user request Before transferring Case just make sure the CaseComment object is published and subscribed and all the CaseComments are published i e public 4 While transferring child objects please note that only the values with parents will be transferred For e g Accounts with related contacts will only be transferred during child transfer Contacts with no Accounts will not be migrated during child transfer For that users have to select Contact Object in the object selection and send contact from there 5 Please make sure that before executing Dynamic Look Assignment that all the necessary records are migrated in the target organization For e g user is expecting look assignmen
16. ers have to follow the steps mentioned above to create a S2S connection and things needed to be done in the target organization For the last point in the above steps i e field mapping we needed to do like this For e g for Contact field mapping for this fields created by the users in both orgs will be like this 1 OldPrimaryKeyldSource__c gt OldPrimaryKeyldTarget__c 2 OldParentAccountldSource__c gt OldParentAccountlidTarget__c 3 OldParentContactReportsToldSource_c gt OldParentContactReportsToldTarget__c See the following snap OldParentAccountidSource i OldParent_AccountldTarget OldParentContactReportsToldSource i OldParent_ContactReportsToldTarget OldParent_AccountlhdTarget i one l OldParent_ContactReportsToldTarget i None B OldPrimaryKeyldSource i OldFrimaryKeyldTarget OldPrimaryKeyldTarget i None Note The above field names mentioned are not constant Users can give their likely names of the fields and they have to select those fields from the drop down while assigning the lookups which will be described later Note The package contains the already created fields for Account and Contact object Source Organization Data Transfer Users can go to our custom Data Transfer Page where at first they can dynamically SELECT the Object whose data needs to be transferred After selection of the object Connection selection section will open from where they can select as many Connections
17. il with you To learn about our Salesforce expertise and services please visit here Please provide your feedback to info mindfiresolutions com or call 1 248 686 1424 All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions
18. lect Old Recordid Value ReportsTold Here select the field where Here select the field Record D Contact the source org ReportsTold of the parent object is kept Parent key value present In this case Contact Accountld Here select the field where Here select the field where Account the source org Accountld the source org RecordlD of Parent key value present the parent object is kept In this object is kept In this case Account mindfiresolutions Search Search ais oa he g Home Source Org Target Org om Log Errors e LookUp Assignment 1 Contact Dynamic LookUp Assignment Select the Object you want to assign Select Old Parent AccountId Select Old ParentContactReportsTold Select Contact e For Selected Obj Contact For Selected Obj Contact Old acoso decd Old RecordID For Parent Obj Account Rarent Obj Contact Reference Fields To Be Assigned Eid oBdive Fields omc E ifd Parent Objects Reports To ID Contact 3 Account ID Account HParent_AccountldTarget OldPrimaryKe MT arget All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions f dmindfire arias User Manual Salesforce MFS S2S Extension Now that we selected all the old fields corresponding to which we need to assign lookups then we have to click the Add button There we can check whether the selected values are correct If user needs further
19. need to enable the Connections tab and click Save Available Tabs 7 Selected Tabs Console pa Contracts Content Cases Contribute Adq Solutions Up Data com Products P Documents x ao Reports a Files 4 Dashboards mead Groups Remove Log Errors Down Ideas source Org Libraries Target Org People Pi cuc iti cu c Price Books Save Cancel III In the connections tab we need to create a new connection by selecting a contact from the lookup in the source organization and send a new invitation All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions dmindfire User Manual Salesforce MFS S2S Extension es New Invitation Enter a contact at an organization you want to share records with using Salesforce to Salesforce Save amp Send Invite Cancel Connect to Account Mindfire Solutions a5 Our company is represented by Connection Owner Souvik Dutta F Connection Template Template a Save amp Send Invite Cancel IV After that a link will be sent to the contact s email address by clicking which we open the target organization and create the connection between the source and target by accepting that Invitation from Mindfire Solutions nbox x A souviksalesforce gmail com via xmtwnsdjvmil nfbmeai_9_bne salestorce com Aug 28 amp r to me Dear As a valued partner of Mindfire Solutions we w
20. ould like to invite you to connect to our company on Salesforce com s award winning on demand Force com platform We believe that connecting our two companies is the next logical step in our business relationship and will only foster greater collaboration and success for both companies In order to complete this invitation your company s salesforce com account will need to have Salesforce to Salesforce enabled and you will need to have the necessary authorization to complete the process If you are not an existing salesforce com customer you will have the opportunity to apply for a trial account Please forward this request on to your system administrator if you are not sure if the above conditions have been met All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions imindfire FAN TENGDAN GE User Manual Salesforce MFS S2S Extension After clicking the link we have to accept the connection in the Target organization J Connection y Mindfire Solutions Back to List Connections ea Your company has been invited to connect to Mindfire Solutions By accepting this connection you will be at any time Connection Detail Connection Status Invitation Received 9 17 2073 3 47 13 AM PDT Connection Template Template Received from Company Mindfire Solutions Name Souvik Dutta Phone Email souviko086 qmail com Accept Decline
21. s will get the Data Migration functionality in the Source Org Tab If the organization in which user installed the app is the target organization l e to which data is transferred then users will get the Dynamic LookUp Assignment functionalities in the Target Org Tab After installation users can find that the above mentioned field creation step is already done for Account and Contact object Sample for user convenience Users can find that in Account and Contact object fields are created for both source and target organization as we can use this app in both source and target organization But for other objects users need to create the Source org fields in source org and target org fields in target org All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions imindfire FUAN IGHOMANGCE User Manual Salesforce MFS S2S Extension Configuration First of all we need to enable Salesforce to Salesforce connection in both the source and target organizations by going to Customize gt Salesforce to Salesforce gt Settings Salesforce to Salesforce Setup Salesforce to Salesforce allows you to share records with business partners that use sales es To begin using Salesforce to Salesforce add the Connections tab from Setup My Pers Salesforce blog Edit Salesforce to Salesforce Settings Enable w Created By Souvik Dutta 7 27 2013 2 35 PM II Then we
22. t for contact but the necessary account records are not yet migrated in target then assignment will not be done 6 It is advisable not to send those objects having more than one reference fields through child sections Instead transfer those objects individually and then assign lookups in the target organization from the Dynamic LookUp Assignment Section For e g Case has look up with Account Contact etc So consider a situation where a case record is related to both account and contact Then while transferring that case from the child section of account it will be migrated Then as that case record is already migrated then it will not be related to contact even if it will be send from child section of contact For that we have to assign lookup again from the lookup assignment section So it is better to transfer those objects individually and then assign lookups in the target organization Conclusion Users can get dual functionality in this app Users can transfer unlimited number of records from one Salesforce organization to another through our custom page and also in our dynamic lookup assignment page users can get it done most efficiently just by selecting the object names for which users want to assign lookups and selecting the old lookup values for each reference fields you want to assign Mindfire Solutions has deep experience in Customizing developing and migrating Salesforce application We will be glad to share our expertise in deta
23. the package detai page Tell me more Package Custom Objects This Peckeage will have the users access via the API to all Custom Objects in your Organization Extended Object Permissions Read Create Edit Delete Read Create Edit Delete Accounts we it it it ideas et if it a et YT a FF 9m a a Opponunitie a ar iat i A LA P Boo V A FF Cor oa wt Pa Ma Products Ma a va Ma Con oe a at wt P pt ww Docume Sie a wt olution I a af a General User Permissions This Package will be able to use all of the General User Permissions from the users Profile Administrative Permissions This Package will be able to use all of the Administrative Privileges from the users Profile All trademarks referenced herein are the properties of their respective owners info mindfiresolutions com www mindfiresolutions Umindfire FUNN TENGDAN GE User Manual Salesforce MFS S2S Extension V In Enterprise Unlimited Performance and Developer Editions choose a security option and click next Package Installer Help for this Page Ww MFS S2S Extension Step 2 Choose security level Step 2 of 3 Select security settings Grant access to admins only Users with your profile get full access best for limited deployments Grant access to all users All internal custom profiles get full access Select security settings User access set by profile recommended for most packages Previous Cancel VI In Enterprise Unlimited Performance and Developer
24. utions fields P JAutomatically map fields Position Mame Position Name Account i None OldParentAccounthdSource i OldParentAccountldT arget OldPrimaryKeyldSource i OldPrimaryKeyld Save Cancel Features of S2S Extension Steps of Guidance Data Transfer with Lookups We can transfer data between two organizations in two modes Manually We can see a button in the list view of all published objects Forward to Connections We can click this button by checking the data we need to transfer from the list and then select the connection names to which the data needs to be transferred We can observe that there are checkboxes present below regarding transfer of the related data If we select those the related lookup object data will be transferred as well In this way we can transfer related data as well For example when transferring accounts there will be a checkbox below mentioning Send Related Contacts By checking that the related contacts will also be transferred along with the accounts Note Manual S2S data transfer is good when the data amount is few Dynamically This is handled by this app S2S APP User Manual When the data amount is large then manual transfer is not the best option We have to do that through Apex Script Here comes the beginning of our APP to transfer huge amount of records from one Salesforce organization to another through our custom page where you can get all the All trad
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