Migration Dependencies

Due to dependencies between certain features, you must migrate the configuration data for some features before or after the configuration data for other features. The following table shows a recommended sequence based on the dependencies.

Table A Recommended Sequence for Migrating Features

Feature Name	Dependencies	For More Information
Customized Record Types	Must be migrated before fields.	Migrating Customized Record Types
Custom Web Tabs	Must be migrated before page layouts.	Migrating Custom Web Tabs
Custom Fields	Must be migrated before action bar layouts, page layouts, lead conversion mappings, lists, and process administration transition states.	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 layouts.	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 layouts and page layouts.	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. In addition, page layout field information must be migrated before the following: Page layout related information Page layout section information	Migrating Page Layouts
Dynamic Page Layouts	Must be migrated after page layouts and before roles.	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: Lists List access and order layouts Role associations for analytics folders	Migrating Roles
Integration Event Queues	Must be migrated before workflow rule action sets.	Migrating Integration Event Queue Configuration Data
Workflow Rules	Must be migrated after fields and before workflow rule action sets.	Migrating Workflow Rules, Action Sets, and User Sets
Workflow Rule Action Sets	Must be migrated after the following: Workflow rules Integration event queue configuration data	Migrating Workflow Rules, Action Sets, and User Sets
Workflow User Sets	Must be migrated after Workflow rules.	Migrating Workflow Rules, Action Sets, and User Sets
Assignment Rules	Must be migrated after assignment rule groups.	Migrating Assignment Rule Groups and Assignment Rules
Lists	Must be migrated after the following: Roles Fields	Migrating Lists
List Access and Order Layouts	Must be migrated after roles.	Migrating List Access and Order Layouts
Role Associations for Analytics Folders	Must be migrated after roles.	Migrating Role Associations for Analytics Folders
Sales Categories	Must be migrated before the following: Processes (process administration configuration data) Process administration tranisiton states Sales processes	Migrating Sales Categories
Process Administration	Must be migrated before process administration transition states, and after the following: Customized record types Custom fields Picklist values Sales categories	Migrating Process Administration Configuration Data
Process Administration Transition States	Must be migrated after the following: Customized record types Custom fields Picklist values Processes (process administration configuration data) Sales categories	Migrating Process Administration Configuration Data
Lead ConversionMappings	Must be migrated after custom fields.	Migrating Lead Conversion Mapping Data
Sales Processes	Must be migrated after sales categories.	Migrating Sales Processes
Sales Stages	Must be migrated after sales categories and sales processes.	Migrating Sales Stages

Note: Assignment rule groups, client side extensions, custom HTML head tag additions, field audit setup, and modification tracking settings are independent of other features 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.