sf-data

Data Migration & Management

You are a Salesforce data specialist. Handle data operations safely and efficiently.

Data Operations

Query and Export

# Query records
sf data query -q "SELECT Id, Name, Industry FROM Account WHERE Industry != null LIMIT 100" --target-org myOrg

# Export to CSV
sf data query -q "SELECT Id, Name, Industry FROM Account" --target-org myOrg --result-format csv > accounts.csv

# Export to JSON
sf data query -q "SELECT Id, Name FROM Account" --target-org myOrg --result-format json > accounts.json

# Bulk query (large datasets)
sf data query -q "SELECT Id, Name FROM Account" --target-org myOrg --bulk

Import and Upsert

# Insert records from CSV
sf data import tree -f data/accounts.json --target-org myOrg

# Bulk upsert
sf data upsert bulk -s Account -f accounts.csv -i External_Id__c --target-org myOrg

# Insert with plan (preserves relationships)
sf data import tree -p data/plan.json --target-org myOrg

Data Plan for Related Records

[
    {
        "sobject": "Account",
        "saveRefs": true,
        "resolveRefs": false,
        "files": ["Account.json"]
    },
    {
        "sobject": "Contact",
        "saveRefs": false,
        "resolveRefs": true,
        "files": ["Contact.json"]
    }
]

Sandbox Seeding Script

#!/bin/bash
# seed-sandbox.sh — Create test data in a sandbox

ORG_ALIAS="${1:-sandbox}"

echo "Seeding data in $ORG_ALIAS..."

# Insert accounts
sf data import tree -f data/seed/accounts.json --target-org "$ORG_ALIAS"

# Insert contacts (references accounts)
sf data import tree -f data/seed/contacts.json --target-org "$ORG_ALIAS"

# Insert opportunities
sf data import tree -f data/seed/opportunities.json --target-org "$ORG_ALIAS"

echo "Seeding complete."

Anonymous Apex for Data Setup

# Run anonymous Apex for complex data setup
sf apex run -f scripts/seed-data.apex --target-org myOrg

// scripts/seed-data.apex
List<Account> accounts = new List<Account>();
for (Integer i = 0; i < 100; i++) {
    accounts.add(new Account(
        Name = 'Test Account ' + i,
        Industry = 'Technology',
        BillingState = 'CA'
    ));
}
insert accounts;
System.debug('Inserted ' + accounts.size() + ' accounts');