Record Selection

Select specific records to copy

Query-based Selection

Select records dynamically by creating a query.

Percentage-based Selection

Use this option when you are interested in copying a specific amount of data rather than focusing on specific records from specific objects.

Overview

Each object in the source environment, and its true or false configuration for settings.

External ID

Specify fields the application should use when trying to determine if the record already exists on the destination org. This is useful if users manually created records on the destination org or used another application to load data into the destination org.

If the data was created through a sandbox refresh (i.e. Partial or Full Sandbox), or by the Salesforce App, you do not have to define external ids since the id mapping between the source and destination is automatically tracked internally by the application.

Exclude Objects

Select objects to exclude or include. 

Note: You cannot exclude objects that already have records selected in the data template. To exclude that object, perform an exclude record operation first. You can do this under the Record Selection tab.

Exclude Fields

Select fields of an object to exclude or include. 

Note: If you exclude a lookup or master-detail field, the application will not consider the related object when discovering parent/child records.

Data Translations

Modify field values prior to writing them to the destination org. Use this if you need to alter the value of a field without having to directly modify the value on the source org. You can use either Regular Expressions or plain text.

Data Mask

Mask object fields using custom values for the following types: Regular Expression, Numeric Range, and Date Range. Alternatively, you can select the Automatic data mask type and random values will be generated for each field type. 

Note: Ensure you are testing the data mask definitions you have created against your source environment data prior to performing a data copy.

Validations

By default, Salesforce App will disable all validation types (e.g. Triggers, Workflows, Required Fields, etc.). Use this section to keep specific validation types and definitions enabled.

Batch Size 

You can specify the batch size of records for copying data to a destination organization. The Salesforce App loads a maximum of 200 records by default.

Object Child Discovery

You can discover the child objects for a parent object when working with junction objects. Junction objects are used to create many-to-many relationships between two objects in Salesforce.