Migrate Lead and Opportunity BU Data

There might be times when you need to move all leads or opportunities from one business unit to another.

For example, you could have a new business unit taking over all opportunities from another business unit. All opportunities would have to be updated from the old business unit to the new business unit. The migration is easy to do by running the Migrate Lead and Opportunity Business Unit Data scheduled process.

1. Navigate to Tools > Scheduled Processes.

   Alternatively, run the process from the Migrate Lead and Opportunity Business Unit Data task in Setup and Maintenance.

2. Click Schedule New Process.

3. Search for the Migrate Lead and Opportunity Business Unit Data process.

   Tip: You may need to search for the process in the search and select window available by clicking the Search link at the at the bottom of the Name list on the main search window.

4. Select your options:

   • Business Object: Opportunity or Lead

   • From Business Unit: Business unit that you want to migrate data from

   • To Business Unit: Business unit that you want to migrate data to

5. Submit the process.