How To: Fully Migrate Youreka and Related Form Records with Salesforce Data Loader

Migrating Forms and related records from one org to another

While Youreka already has a powerful Form Template migration tool, We are often asked, "How can I migrate Forms, Answers and related records from one org to another?". For this purpose, you can leverage the Salesforce Data Loader and .csv spreadsheets to move these records from one location to another.

The process is complicated so this effort should only be performed by team members experienced in such areas. The below link is a guide that can be used by such individuals and teams to perform this task.

Having said that, if after reading this guide you feel as if you would like Youreka to handle the project, please reach out to your Youreka representative to discuss. We offer a suite of services designed to make such a project run as seamlessly as possible.

Migrating Youreka Objects using Salesforce Data Loader