Migrate Data into Salesforce Video Series

Step 2: Data Mapping in DataTools Pro

With our objects selected, it’s time to map individual fields from our Zoho instance to our new Salesforce instance. This is where DataTools Pro field mapping features save tremendous time replacing Excel files.

Get the Source Data Schema

Once you upload your data, you can quickly obtain the source schema using the following code:

SELECT COLUMN_NAME, DATA_TYPE
FROM INFORMATION_SCHEMA.COLUMNS
WHERE TABLE_SCHEMA = 'STAGE' -- Replace with your schema name
AND TABLE_NAME = 'LEAD';   -- Replace with your table name

Mapping Picklist Values

In the demo we demonstrate simple SQL to extract distinct values from our source data to so we can map to district picklist values into Salesforce. Here is source code that we use and paste into DataTools Pro picklist mapping.

SELECT COUNT(*),LEAD_STATUS FROM MIGRATION.STAGE.LEADS GROUP BY LEAD_STATUS

Migration Mapping as Code

DataTools Pro will generate SQL code that you or your data team can run and modify to streamline the process. Data migrations are fluid by design so we typically employ common table expressions to help abstract mapping from the data preparation work needed.

WITH DataProcessingCTE AS (
    -- Perform the complex data transformations here.
    -- This can include joins, aggregations, case statements, etc.
    -- This example is simplified and should be expanded based on your actual data processing needs.
    
    SELECT *
    -- IF your data tools provided 
    FROM LEADS  
),
LEADS AS (
    -- Optional: Any additional transformations that build on the previous CTE. Possibly fine tuning, renaming or calculated logic.
    SELECT *
        -- Further processing based on the previous CTE
        
    FROM DataProcessingCTE
)

    -- Data Tools Generated SQL code intended to only map values as defined by DataTools.