Export of the Notes, Attachments and Files.

Table of Contents



Overview ⇧

Purpose: This guide provides an example configuration for including Note and Attachment objects in a Salesforce data migration, specifically tailored to export these items along with associated Account records, including the binary data of the Attachments.

Exporting Notes and Attachments ⇧

Below is an example of an export.json configuration designed to export Attachments and Notes related to Account records:

"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:
  • Polymorphic Field: The ParentId$Account is defined as a polymorphic field that dynamically links the Notes and Attachments to their related Accounts.
  • Master Property: For Attachments and Notes, the master property is set to false. This setting enables the automatic selection of records related to the primary Account records.
  • WHERE Clause: To further refine the selection of Attachments and Notes, you can incorporate a WHERE clause to filter records based on specific criteria.
  • Handling Large Files: If Attachments or Notes contain large file sizes which could potentially cause script execution failures, it is advisable to adjust the restApiBatchSize for these objects. Setting this parameter to a smaller number, such as 5 to 10, can help ensure a smooth migration process:
{
    "operation": "Insert",
    "query": "SELECT Body, Id, Name, ParentId$Account FROM Attachment",
    "master": false,
    "restApiBatchSize": 10
}

Exporting Salesforce Files ⇧

For exporting Salesforce Files, such as ContentVersions and ContentDocuments, consider using specialized tools like the core:ExportFiles Add-On, which is designed to handle complex file export scenarios effectively.

Last updated on 20th Apr 2024