January Release Notes 2023

Featured Update of the Month

[Mapping] Create associations between multiple objects migrated from a single object

This one should excite the data geeks out there! 

Let's say that you have a 'Notes' field on the Account object in your source CRM, and you want migrate this into a Notes object instead of as a field. 

The first part of this has been relatively easy to accomplish, which is to map the Account object to two objects: Accounts and Notes. However, when that Note gets created, you likely also want it to be associated with the Account it originally came from.

As you likely already know, all associations in Trujay can be found under the Relation fields, which pull in the IDs of associated objects. With this new feature, the associated record ID will now show up as a Relation mapping under the new object you're created. So using our previous example, the Account ID will now show up under the Note so that you can ensure it gets associated back to the original company.

[Mapping] Show information about record types for Salesforce migrations

By popular request, we've added Record Type info to the mapping!  This will allow you to map your pipeline information properly.