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Tutorials & Real World Scenarios

Step-by-step guides for common migration scenarios.

Scenario A: The Full-Scale Migration

Goal

Refresh a Sandbox with Revenue Cloud data.

Steps:

  1. Navigate to the Connections & Mode tab
  2. Select Direct Mode
  3. Authorize your Source and Target orgs
  4. Select the revenue-cloud-advanced plan
  5. Click Start Migration
  6. Monitor progress in the Job Monitor

Scenario B: The Surgical Strike

Goal

Migrate only Products and Pricebooks.

Steps:

  1. Select a Standard Plan (e.g., revenue-cloud-advanced)
  2. Uncheck "Execute full plan?"
  3. In the SObject table, check boxes for:
    • Product2
    • PricebookEntry
  4. Click Start Migration

Scenario C: The Flexible Query

Goal

Add custom fields on the fly.

Steps:

  1. Select your migration plan
  2. In the SObject Table, find the row for Product2
  3. In the "Add Custom Fields" column, enter:
    Tier__c, Launch_Region__c
  4. Click Start Migration

Scenario D: The Time-Bound Migration

Goal

Migrate only recent data.

Steps:

  1. Select your migration plan
  2. In the SObject Table, find the objects you want to filter
  3. In the "Append WHERE Clause" column, enter:
    LastModifiedDate > 2025-09-15T00:00:00Z
  4. Click Start Migration

Scenario E: The Quick Fix (Ad-Hoc)

Goal

Run a one-off query with a complex key.

Steps:

  1. Go to the Custom Query tab
  2. Enter your SOQL query:
    SELECT Id, Name, Product2Id FROM PricebookEntry WHERE IsActive = true
  3. Select Composite Key as the matching strategy
  4. Enter key fields:
    Pricebook2.Name, Product2.Sku
  5. Click Execute

Pro Tips

  • Always use "View Plan" before running a migration to understand the execution strategy
  • Start with small test migrations to validate your configuration
  • Save your configurations for reuse across multiple migrations
  • Monitor the Job Monitor closely during large migrations
  • Keep failure logs for troubleshooting and audit purposes