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Data Transfer

  1. Click Data Transfer or Browse Task Templates → enter Name, Access Control, Source Org, Target Org, Action

  2. Click Create → Run Task → Start a New Instance

  3. Choose Custom Object and Managed Package List → Save and Proceed

  4. Review object relationships in the Dependency Schema tab (interactive visual)

  5. Select Object Names, configure field visibility (filter, show/hide columns) → Save and Proceed

  6. Mark at least one unique identifier per object (e.g., Account Name for Account) → Save and Proceed

  7. Add query filters via Query Builder → review Record Display → click Trigger Data Transfer Task

Monitor via Logs in the task summary. Click any run count → report row for execution details.

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