How to handle Salesforce migration error handling for failed records

using Coefficient excel Add-in (500k+ users)

Manage migration errors systematically with detailed tracking and retry logic. Isolate failed records and fix issues without losing successful transfers.

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Migration errors destroy entire import batches when you can’t isolate and fix individual record failures. All-or-nothing imports mean single record problems can crash transfers involving thousands of records, with no visibility into what succeeded or failed.

Here’s how to implement systematic error handling that isolates failures, provides detailed diagnostics, and lets you fix issues without losing successful migrations.

Implement comprehensive error tracking with systematic recovery using Coefficient

Coefficientexcels at error handling during large-scale migrations through comprehensive status tracking and retry mechanisms. This provides much better visibility and control than basic import tools that fail entirely when individual records have issues.

How to make it work

Step 1. Enable detailed status tracking for all records.

SalesforceSalesforceConfigure Coefficient to create status columns showing success/failure for each record with specific error messages. This gives you complete visibility into migration results, showing exactly which records succeeded and which need attention during transfers toor.

Step 2. Isolate failed records for systematic analysis.

Use Coefficient’s filtering capabilities to isolate failed records without affecting successful migrations. This batch-level error isolation means single record failures don’t break entire imports, letting you address problems systematically.

Step 3. Analyze error patterns and fix common issues.

Review error logs to identify patterns like field formatting problems, missing required fields, or validation rule conflicts. Fix common issues in your spreadsheet using formulas and data cleaning techniques before attempting re-export.

Step 4. Re-export only corrected records.

Use Coefficient’s selective export features to re-export only the records you’ve fixed, without affecting successfully migrated data. This iterative approach lets you systematically address errors until all records successfully migrate.

Step 5. Configure automated retry logic for temporary failures.

Set up built-in retry logic for failed records with customizable retry attempts. This handles temporary API issues or system constraints automatically, reducing manual intervention for transient problems.

Turn migration errors into manageable problems

Start buildingError handling shouldn’t mean starting over when problems occur. With systematic tracking and selective retry capabilities, you can address migration issues efficiently while preserving successful transfers.robust error handling today.

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