Salesforce: SharePoint to Salesforce files migration using data loader

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It is challenging tasks to migrate SharePoint files to Salesforce as files. Here I have listed the steps which all required to complete the migration.

Step1- Download SharePoint files in local machine using PowerShell.

Step2- Create .csv file and store files location as below formats. We have to VLOOKUP Document Id with Salesforce record id while uploading the files in salesforce.


Step3- Create a new field in Content Version object to store SharePoint file Id as external field.

Step4- Prepare step2 .csv file as the below formats. FirstPublishLocationId should be salesforce record id based on SharePoint Document Id. Assign recordtypeid if you have any.


Step5- Insert the above .csv file into ContenVersion object.

Notes- Make sure you have changed the batch size setting in data loader and a file size should not be more than 50 MB.







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