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How Trujay handles the migration of relations in Salesforce system?
Last Updated: 10/05/23
Salesforce migration users interested in the migration of relations.
Explanation of the relations migration to/from Salesforce.
When migrating to/from Salesforce CRM - we need to keep in mind that there are:
1. Default relations for migration.
2. Custom fields (lookup), for example - "relation to Lead".
3. Different extensions (like Zoom extension / DocuSign extension) - relations to the other objects.
If we have a default object (for example, Account, Contact, Opportunity) and there is a custom field/ lookup "relation,"- we support such relations in all cases. They will be reflected in mapping on the source/target CRM.
As for extensions - relations will be migrated according to the mapping.
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