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Native Salesforce migration tools like Data Loader and Import Wizard can’t assess or maintain relationship integrity during record type changes, often corrupting carefully maintained duplicate contact structures. Enterprise migrations need relationship-aware processing.
Here’s how to execute mass record type migration while preserving complex duplicate contact relationships that standard tools would destroy.
Relationship-preserving migration approach for enterprise-scale changes using Coefficient
Coefficient provides sophisticated mass migration capabilities that preserve complex duplicate contact relationships, addressing a critical weakness in Salesforce’s migration tools. This approach ensures enterprise-scale migration while maintaining relationship integrity.
How to make it work
Step 1. Create comprehensive relationship mapping for all contact connections.
Import complete Contact data including relationship indicators using formulas like =IF(Master_Record_Id__c<>“”,”DETAIL”,”MASTER”) for master-detail relationships, =COUNTIFS(Household_Id__c,Household_Id__c) for household connections, and =IF(Account_Hierarchy_Level>1,”PRESERVE_HIERARCHY”,”STANDARD”) for account hierarchy impacts.
Step 2. Implement duplicate relationship analysis with preservation logic.
Create complex relationship preservation using =IF(Contact_Parent__c<>“””,”MAINTAIN_PARENT_TYPE”,”ELIGIBLE_MIGRATION”) for parent-child preservation, sibling relationship maintenance to ensure related contacts maintain compatible record types, and cross-record dependencies that account for workflow rules depending on specific record type combinations.
Step 3. Execute staged migration processing in relationship-aware phases.
Process migration in stages: Stage 1 migrates independent contacts with no duplicate relationships, Stage 2 processes relationship chains maintaining parent-child compatibility, and Stage 3 handles complex multi-node relationship structures that require careful coordination.
Step 4. Validate relationship integrity throughout migration.
Use Coefficient’s preview capabilities to validate that all duplicate relationships remain intact post-migration. Automatic flagging identifies potential relationship breaks before they occur, preventing data corruption.
Step 5. Maintain rollback capabilities with complete relationship state tracking.
Keep complete relationship state records before migration, enabling precise rollback if relationship integrity is compromised. This safety net ensures you can recover from any unexpected relationship disruption.
Enterprise migration that protects your relationship investments
This approach ensures enterprise-scale record type migration while preserving the complex duplicate contact relationships that standard migration tools would inadvertently destroy. Protect your relationship data during migration with Coefficient.
