FTP Attachments® Migration Tool
This application is add-on for FTP Attachments® applications. It can be used to migrate all your
Salesforce Attachments to FTP Attachments® application, to save your space. You can use existing
Profiles of your FTP Attachments® application and specify parameters like Folder, and comments for
each sets of attachments.
Please make sure you have a backup of all your Salesforce Attachments before you start
using this tool. Orektic does not hold itself responsible for any loss of data. Also, it is suggested
to check the Recycle bin policy of Salesforce at this time to make sure the limits of the Recycle bin.
Do not migrate more than the Recycle bin limit per day, every time you migrate the attachments
verify they are migrated in FTP Attachments® successfully. In case of any issues you can login to
your Salesforce Recycle Bin and undelete the attachments.
How to use the tool?
Before you start using the tool, make sure you have taken backup of all your Salesforce
Attachments, so no data is lost during migration due to any reason. Also, it is recommended that you
check the recycle bin policy of Salesforce and do not migrate more than the recycle bin limit per
day. In case, If you see any issues you can easily rollback your attachments from Salesforce
Once you have taken the back up of your Salesforce Attachments and ready to use the tool follow
the process given below:
1. Select the Salesforce Object as indicated in the image below. Provide the required settings
like Storage Folder, Name of the storage folder using Add Field to Folder, Comments, Attachments
Filter, Parent Filter and Limit.
2. Click on 'Retrieve' button, this will fetch the attachments information and display in the
Panel below as shown in below Image no 1.
3. Review all the records to check if the Default Server and the storage folder are as required.
4. Click on 'Start Migration' button to move the attachments from Salesforce to Storage Server
using FTP Attachments.
5. The Status bar will show the status of the file been migrated. The Status Column in the
panel will show the status of each file.
6. In case of errors you can move the cursor to error, the tooltip will provide details of the
error message .
7. For successfully migrated attachments you can review them in the Salesforce by creating
appropriate view under FTP Attachments tab.
How to specify a folder?
As you may already be aware in FTP Attachments® Pro, you can specify a Folder parameter which
can consist of Salesforce merge fields. At run time, these merge fields are replaced by values as per
the record on which link is acting, using this you can save your attachments in an organized manner
on your server e.g. all your attachments related to accounts can be placed under a folder named same
as the Account name or id which is under the Accounts folder.
Same feature is available in Migrator so that you can organize your attachments right from the migration process.
All you have to do is specify the text with merge fields in the Folder field. Please note only parent objects fields should
be entered in the merge fields. e.g. When migrating files of Case from Salesforce in folder you can
specify Account, User, Contact fields but not Case Comments.
After you specify the fields you must retrieve and review the data before starting the migration of
the attachments. So in case there is any issue in the parameters you don't end up with attachments
been misplaced on your server.
What is Server Profile?
In FTP Attachments® Pro settings you can specify multiple storage servers. Depending on different
criteria's different attachments can be stored on different servers. You can use these different Server
Profiles while migrating the attachments. If you are using only one server that is default one please
select "Default" in the field.
The basic filter is already applied once you choose the Object for migration. In addition to that you
can filter by all the fields of that object of Salesforce.
e.g. at this time you want to move only files older than certain date so put the criteria CreatedDate
Just like FTP Attachments® you can specify a common comment which will go in all the
attachments migrated to Salesforce.