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