About Lesson
SOLUTION FOR DATA MIGRATION
- First Identify the following record ID which will be used to update records in the following objects;
- Account ID Field in General Estate Opportunity Records
- Opportunity Number Field in General Estate Payment Instalment.
- To Get the Id Select the record for eg Sule Adamu Account and copy the following URL id: https://YourInstanceName/lightning/r/Account/0018d00000XYf0dXXX (copy the bolded text only and add to General Estate Opportunity Record CSV column “Account Name”)
- Same thing for Opportunity Field for General Estate Payment Instalment, https://YourInstanceName/lightning/r/Opportunity/0068d00000FH6DcXXM (copy the bolded text only and add to General Estate Payment Instalment Record CSV column “Opportunity Name”)
- Save both CSV File and they are ready for upload
- Navigate to Setup -> Integrations ->Data import Wizard
- Upload the Files in the following order;
- General Estate Customer Records to Account Object
- General Estate Opportunity Records to Opportunity Object
- General Estate Payment Instalment to Payment Instalment Object.
Exercise Files