topic Migrating Files during an Org to Org Migration in DemandTools

Migrating Files during an Org to Org Migration

IDWPartners — Fri, 25 Apr 2025 19:27:55 GMT

I'm working on a reimplementation from one Salesforce Environment to another and this org has a lot of documents. Is there any documenation on how to migrate files using demand tools?

Re: Migrating Files during an Org to Org Migration

Murphybp79 — Fri, 25 Apr 2025 19:51:20 GMT

@IDWPartners if you're doing an org migration, I'd highly recommend checking out Metazoa Snapshot. While you could migrate data with DemandTools, Metazoa allows you to move related records all the same time maintaining the relationships. With documents, there are multiple objects involved that makeup what you see when you view a document in Salesforce.

Re: Migrating Files during an Org to Org Migration

IDWPartners — Fri, 25 Apr 2025 20:21:27 GMT

@Murphybp79 I'm with an implementation partner, I understand how the file data model works. DemandTools is the tool I have available for this migration and would like to be pointed towards any DemandTools documentation on Files migration guidelines.

Re: Migrating Files during an Org to Org Migration

Pugs_Validity — Fri, 25 Apr 2025 20:31:39 GMT

@IDWPartners - For documents, you'll need a file path so you would need to first perform an export from the original SF to the new one.

Exporting Content Documents
Importing Content Documents

Migrating Objects and Related Objects in DemandTools

Feel free to reach out to us at DemandToolsCOE@validity.com if you'd like to discuss your use case in more depth.