Export of the Notes, Attachments and Files.

Export Notes and Attachments

Below find the example of export.json that allows you to include Note and Attachment into the migration configuration.

Let's say, you want to export Attachments and Notes related to the Account records, including the binary data of the Attachments.

  objects: [
      {
          "operation": "Insert",
          "query": "SELECT Id, Name FROM Account"
      },
      {
          "operation": "Insert",
          "query": "SELECT Body, Id, Name, ParentId$Account FROM Attachment",
          "master": false
      },
      {
           "operation": "Insert",
           "query": "SELECT Body, Id, Title, ParentId$Account FROM Note",
           "master": false
      }
  ]
Notes:

  • ParentId$Account should be defined as a polymorphic field which binds the Notes and Attachments to the related Accounts.

  • For the Attachement and Notes the master property should be set to false to allow automatical selection of the related records.

  • If you need this, you can limit Attachment and Note records with WHERE clause.

Export Salesforce Files

You can export Salesforce Files (ContentVersions, ContentDocuments etc.) using the core:ExportFiles Add-On

Last updated on 13th Nov 2023