Key Definitions

For Connection Setup go to CloudSync Admin App

DEST-ORG Connection – Connection between the Source & Destination
1. Able to create multiple DEST-ORG Connections.

For Data Migration Go to CloudSync-M App

Click on Data Migration Workbench
Select Category – Select the application category/template folder
Select Template – Data migration configuration information.
1. Include Query Configuration (One Parent Object & Multiple Child Object)
2. Select Migration Type
  1. Insert – Is recommended for the first time Insert
    - Parent – Childs data migration (Ex: Accounts with multiple Contacts & Opportunities)
    - Include record’s Lookup data.
  2. Upsert – Is recommended for Upsert operation (Updates existing records in destination)
3. Select Destination – Select the destination type.
4. Batch Size – default size is 10 which is editable.
5. SOQL – Actual Queries to migrate the records.

We take Security very seriously.

There is nothing more important than the security of your data. CloudSync never stores any of your private data or credentials anywhere. CloudSync is 100% native Salesforce App and all migrations run within Salesforce Cloud over SSL.

Installation & Setup Guide

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We take Security very seriously.