Скачать или смотреть Relational Data Migration Webinar

Metazoa’s Monarch is a powerful Salesforce data migration solution that lets administrators easily move related records between any two Salesforce orgs. This standalone product maintains hierarchical relationships across complex data structures, so you never have to worry about re-establishing parent-child connections or scrambling to fix record IDs after deployment. Administrators can quickly define data sets through a user-friendly interface, capturing everything from standard and custom objects to managed package objects like Salesforce CPQ or FinancialForce.

Unlike traditional data loader tools, Monarch preserves reference integrity with every migration. It automatically builds relationships among Accounts, Contacts, Opportunities, and any other objects you select—no manual mapping needed. Monarch respects existing external IDs when available, but it also offers combination-key matching and virtual IDs for seamless inserts or updates, even when record names or key fields change. For sensitive information, Monarch supports field-level data scrambling, making it easy to mask personally identifiable data without disrupting the overall dataset structure.

Monarch leverages the Bulk Data API for optimal performance and can handle large-scale migrations with ease. If certain workflows, Apex triggers, or duplicate rules block updates, Monarch can temporarily disable those metadata components before a data load and then re-enable them automatically afterward. Administrators can also remap individual fields, convert picklist values, and import CSV files from outside systems in a single streamlined environment.

For recurring data migrations, Monarch offers time-saving templates that capture all your settings—object selection, filters, field mappings, transform rules, and more. It even includes built-in dataset comparison tools to quickly spot differences between orgs, which helps maintain consistent configuration in complex application deployments. Monarch’s capabilities are also built into Metazoa Snapshot, giving release managers and teams a comprehensive suite of org management tools, covering everything from metadata backup to permission set oversight and technical debt cleanup.

Whether you need to refresh a sandbox with production data, move managed package configurations, or clean up a large org before a new release, Monarch offers an advanced, code-free approach to Salesforce data migration that significantly reduces manual effort and risk.