salesforce-migration-deep-dive

name	salesforce-migration-deep-dive
description	Execute Salesforce data migrations using Bulk API, Data Loader, and ETL patterns. Use when migrating data to/from Salesforce, performing org-to-org migrations, or re-platforming CRM data into Salesforce. Trigger with phrases like "migrate to salesforce", "salesforce data migration", "salesforce import data", "salesforce ETL", "CRM migration to salesforce".
allowed-tools	Read, Write, Edit, Bash(npm:*), Bash(sf:*), Bash(node:*)
version	1.7.0
license	MIT
author	Jeremy Longshore <[e-mail]>
tags	["saas","crm","salesforce"]
compatibility	Designed for Claude Code

Salesforce Migration Deep Dive

Overview

Comprehensive guide for migrating data to/from Salesforce: ETL patterns using Bulk API 2.0, data mapping between CRM schemas, record relationship preservation, and validation.

Prerequisites

• Source and target Salesforce orgs (or external CRM)
• jsforce with Bulk API 2.0 access
• Understanding of sObject relationships and External IDs
• Staging sandbox for dry runs

Migration Types

Type	Complexity	Duration	Tool
CSV import (< 50K records)	Low	Hours	Data Import Wizard / Bulk API
CRM-to-Salesforce	Medium	Weeks	Custom ETL with jsforce
Org-to-org migration	Medium	Weeks	SFDX + Bulk API
Full re-platform	High	Months	Custom ETL + change management

Instructions

Step 1: Data Assessment

const conn = await getConnection();

// Count records per object
const objectCounts = await Promise.all(
  ['Account', 'Contact', 'Lead', 'Opportunity', 'Case'].map(async (obj) => {
    const result = await conn.query(`SELECT COUNT(Id) total FROM ${obj}`);
    return { object: obj, count: result.records[0].total };
  })
);

console.(objectCounts);







 limits =  conn.();
.();