Mahmood’s Steps for Migrating Attachments to Content

Taken from here: https://salesforce.stackexchange.com/questions/122301/migrate-attachments-to-salesforce-files

Migration – from Attachment to Salesforce Files

After a lot of RnD, came up with the following:

1. Export Attachments data using data loader.
2. Export Attachment files, using data export wizard or File exporter.
3. Create two fields, ParentId and AttachmentId on ContentVersion object
   • ParentId will hold the id of the entity, attachment was linked to.
   • AttachmentID (with unique constraint) will hold the id of the attachment from attachment object.
4. Create a CSV, ContentVersion_upload.csv, for ContentVersion with the following fields
   • Attachment_id (AttachmentId from file exported in step-1)
   • ISDELETED
   • PARENTID (Entity Id of the object, from file exported in step 1)
   • Versiondata (local file path)
   • PathOnClient (local file path)
   • Title (title of the file)
   • OWNERID
   • DESCRIPTION
5. Upload (Insert) ContentVersion.csv.
6. Export ContentVersion data uploaded in step-5.
7. Create another CSV for ContentDocumentLink (and update ContentDocumentID and ParentEntityId, from the ContentVersion file exported in step-5) with the following fields:
   • CONTENTDOCUMENTID (ContentDocumentId from file exported in step-6)
   • LINKEDENTITYID (ParentId from file exported in step-6)
   • SHARETYPE
   • VISIBILITY
8. Upload (Insert) ContentDocumentLink.

I, also, migrated legacy notes to Enhanced Notes . For a complete tutorial on migration of both Notes & Attachments to Files and Enhanced notes please refer to this blog that I created.

answered Jul 26 ’16 at 13:47

Mahmood

4,11011734

Thanks, Mahmood!