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Salesforce CRM Data Migrating using SSIS integration toolkit

By Anurag on 3/27/2017

 Salesforce CRM covers every zone of customer connections, ranging from marketing to service.  Any organization that deal with their customer relationships comprehensively can come in and use Salesforce without losing time, and wasting money for software improvement or hardware infrastructure.

Salesforce standard object:

·         Account                                               

·         Contact                                

·         Product                                                

·         Lead                      

·         Opportunity      

·         Case                                      

·         Solution                                               

·         Forecast                                               

·         Report                                  

·         Dashboard         

·         Activity                  

·         Campaign

These are standard object which is used to migrate in Dynamics 365 with the assistance of SSIS Integration Toolkit make simple in migration.

Add a Salesforce connection with your SSIS package, right-click in the Connection Manager area, and click on New Connection Manager then open new window, where you can select the “Salesforce” item to add the connection.

Steps 1: Drag and drop Salesforce Source and Dynamics CRM Destination component from SSIS Toolbox.

 For example I have taken Account object, below are the following steps:

Steps 2: Set up the Salesforce Source CRM by adding the Connection Manager: “Salesforce Connection Manager”, Source Type: “Object” and select Source Object: “Account” for migrating.

 Steps 3: Set up the target CRM Destination by setting the Connection Manager, choosing the appropriate Action (Create, Update, Upsert, Delete, Merge etc.) according to Destination Entity: account.

 

Steps 4: Input Column field map to Destination CRM field.

                For example: We need to directly map name, fax, parentaccountid and telephone1 field of source to target CRM.    

 We use to text lookup function for lookups.

Select field parentaccountid for the related entity account we can query on name/ GUID /custom field according to the need. In the example mentioned below we lookup the xlabs_oldaccountid which is essential field for account entity.

Then click on the Ok button.

 Steps 5: Then Mapping is complete, now click on Right Button then click Execute Task.

Steps 6: Migration is now started.

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