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