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Migration Dependencies


Due to dependencies between objects, you must migrate some objects before or after others. Table 4 shows a recommended sequence based on object dependencies.

Table 4. A Recommended Sequence for Migrating Objects
Object
Dependencies
For More Information

Customized Record Types

Must be migrated before fields.

Migrating Customized Record Types

Custom Web Tabs

Must be migrated before page layout.

Migrating Custom Web Tabs

Custom Fields

Must be migrated before action bar layout and page layout.

Migrating Custom Fields

Picklist Values

Must be migrated after fields and before cascading picklists.

Migrating Picklist Values

Cascading Picklists

Must be migrated after picklist values and before page layout.

Migrating Cascading Picklists

Picklist Value Groups

Must be migrated after fields, picklist values, and cascading picklists.

Migrating Picklist Value Groups

Custom Web Link Fields

Must be migrated before action bar layout and page layout.

Migrating Custom Web Link Fields

Concatenated Fields

Must be migrated after fields, picklist values, cascading picklists, and picklist value groups.

Migrating Concatenated Fields

Custom Web Applets

Must be migrated before Homepage, action bar, and page layouts.

Migrating Custom Web Applets

Sales Assessment Templates

Must be migrated before page layouts.

Migrating Sales Assessment Templates

Homepage Layouts

Must be migrated before page layouts.

Migrating Homepage Layouts

Action Bar Layouts

Must be migrated before page layouts.

Migrating Action Bar Layouts

Related Information Layouts

Must be migrated before page layouts.

Migrating Related Information Layouts

Access Profiles

Must be migrated before roles, and page layouts.

Migrating Access Profiles

Page Layouts

Must be migrated before roles.

Migrating Page Layouts

Dynamic Page Layouts

Must be migrated after page layouts and before role service.

Migrating Dynamic Page Layouts

Search Layouts

Must be migrated after fields and before roles.

Migrating Search Layouts

Roles

Must be migrated after the following:

  • Access profiles
  • Page layouts
  • Search layouts

Must be migrated before the following:

  • List access and order layouts
  • Role associations for report folders

Migrating Roles

Workflow Rules

Must be migrated after fields and before action sets.

Migrating Workflow Rules and Action Sets

Workflow Rule Action Sets

Must be migrated after workflow rules.

Migrating Workflow Rules and Action Sets

Assignment Rules

Must be migrated after assignment rule groups.

Migrating Assignment Rule Groups and Assignment Rules

List Access and Order Layouts

Must be migrated after roles.

Migrating List Access and Order Layouts

Role Associations for Report Folders

Must be migrated after roles.

Migrating Role Associations for Report Folders

NOTE:  Assignment rule groups, Custom HTML head tag additions, field audit setup, modification tracking settings, and sales categories are independent of other objects and can be migrated at any point in the migration sequence. However, assignment rules cannot be migrated until the assignment rule groups have been migrated.

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