Migration Records - How to Create Manually
The ability to manually create Migration records in Salesforce is limited to a few people. If you believe you should have the ability to manually create a migration record, please submit a ticket in #salesforce_support in Slack.
Migration records should have the following upon create:
- Name
- [AccountName] - [FromPlatform] --> [ToPlatform]
- From Platform
- To Platform
- Opportunity
- Account
- Order (optional, but highly recommended if it exists)
- Contact (optional)
Please watch this training video as it thoroughly shows how to first, verify if a migration record is needed and second, how to properly create it.
https://app.gong.io/call?id=1592957490232916457
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