[Tetiana]

Hi Anjali,
The whole sequence depends on your preparation. In general, it all boils down to several steps:

1. Choose the time for data migration and inform the team. This way, you have enough time to prepare for data migration.
2. Create custom fields and agent profiles on a new Salesforce org. Then while mapping data, you can match the current ones with the target.
3. Set up categories and sections on a target Salesforce account. This way, you can migrate knowledge base data too.
4. Turn off notifications and phone duplication.
5. Run a Demo Migration. Then check the results to see if everything migrated accurately.

For more details on each step, check out this guide.

• This reply was modified 3 years, 9 months ago by  Tetiana.