Smart Lookups Made Easy

October 5, 2023
 by 
Michael Wirth

Smart Lookups are an amazing asset for a safe, smooth and successful Salesforce data migration: These game-changers simplify the migration process by using unique external IDs to establish relationships between records, ensuring data integrity and consistency. This means: No more hassles with translation tables or manual updates!

In the context of Salesforce data migration, "smart lookups" typically refer to the process of referencing related objects in Salesforce. The external IDs employed for this purpose are unique identifiers that can be used to match records between systems during data migration. Thus,instead of relying solely on Salesforce's internal record IDs (which may not be readily at hand if the records in the destination system were created outsideof migration), smart lookups use these external IDs.

The option of smart lookups is especially important when migrating data between different Salesforce instances or integrating with external systems. In any case, it entails considerable relief and acceleration during migration, since no translation tables (external ID-SFDC ID) have to be created and, above all, kept up to date. In the case of ongoing integrations with third-party systems, the error rate of a synchronization can also be noticeably reduced compared to a manual update.

conemis transition cloud supports smart lookups. For customers that work with ctc in a data migration project, this is an important asset since this feature saves them the trouble of constantly updating the ID translation system manually. Especially when dealing with a high number of objects, and a large record volume, such manual updates would be a time-consuming and annoying task.

Read here about more features of conemis software that makes for smooth, safe and successful data migration.