Step-by-Step Metadata Migration for Salesforce with conemis

May 16, 2025

Eren Yılmaz

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How Metadata Migration Can Be So Much Easier

Identifying the gaps in a target data model – and filling those gaps – can mean a lot of tedious work. It is as much about learning what new target objects and fields correspond to in the source as it is about recreating long lists of custom fields and picklists. A manual misstep can quickly lead to broken data, inconsistent configurations, and an overall delay in the project. That’s why it’s not enough to just play it by ear. Only structured processes, expert oversight, and intelligent automation ensure everything transitions smoothly and safely from source to target.

Enter conemis, an expert-built solution, engineered to take the stress out of Salesforce-to-Salesforce and third-party to Salesforce migrations. Whether you're transitioning from Sales Cloud to Financial Services Cloud or tackling any other complex org-to-org migration, conemis makes it seamless for data and metadata. In our latest YouTube video, we walk you through the metadata process step by step, making it easy to start your metadata migration smoothly as you watch.

This will give you a summary and some insights but the full magic lives in a live demo.

Metadata Migration in Salesforce With conemis

When we’re talking about Salesforce metadata migration, we're talking about shifting not just objects, but also all their data model configurations like picklist values, default field settings, required toggles, and even custom field labels. The task is challenging and prone to human error.

In our video, we reveal our superpower: harmonizing data models with an intuitive, highly automated workflow that simplifies scope setting, matching, and deployment. Whether you’re a Salesforce admin or an implementation consultant, conemis gives you clarity, confidence, and control.

Scope Setting: Laying the Foundation for Migration

Migration success starts with setting the right scope. In conemis, this means selecting relevant objects from the source system like Account, Contact, and custom Member Card, and marking them as “relevant.” Think of it as building your checklist for moving to a new house. Miss something here, and the rest of your migration may fall apart.

Our video walks you through selecting and validating your scope with live screen recordings. You'll learn how to troubleshoot object list issues, and how to access the “Application Assessment” video if you’re stuck.

Metadata Matching: Where Ease-of-Use Meets Precision

With your scope defined, the next pivotal step is matching, aligning your source and target systems. However, with conemis, this process isn’t a tedious manual grind. Instead, you can auto-match using standard logic, or even better, let AI take the wheel.

Watch the video to see intelligent matching in action. Learn how to trigger automatic matching and tweak mappings manually. The ability to adjust individual field attributes like API name, data type, or picklist options gives you laser-sharp precision over your migration process.

And yes, every match is safely saved in a transfer set, so you never lose your configurations.

Your Migration Blueprint Starts With Watching

In our full video walkthrough, you’ll see exactly how effortless metadata migration can be with conemis. Get step-by-step visual guidance, real-time tips, and expert insights, all in one place. Here’s what you’ll gain by watching: