Which approach should the consultant use for the source data migration?

Cloud Kicks is migrating from its current CRM application to Salesforce in phases across various regions. The current CRM application manages customer and pipeline information that resides in a legacy back-end application which needs to be migrated to Salesforce.

Which approach should the consultant use for the source data migration?
A . Migrate all Contacts, then Opportunities, and then Accounts from the legacy back-end application.
B . Migrate all Accounts, then Contacts, and then Opportunities from the legacy back-end application.
C . Migrate all Opportunities, and then associate Accounts and Contacts from the current CRM application.
D . Migrate all Contacts, then Accounts, and then Opportunities from the current CRM application.

View Answer

Answer: B

Explanation:

This is the approach that the consultant should use for the source data migration. Accounts, Contacts, and Opportunities are related objects in Salesforce, and they have dependencies based on their lookup or master-detail relationships. Accounts are parent objects of Contacts and Opportunities, so they should be migrated first. Contacts are child objects of Accounts and parent objects of Opportunity Contact Roles, so they should be migrated second. Opportunities are child objects of Accounts and parent objects of Opportunity Products and Opportunity Splits, so they should be migrated last.

Verified Reference: [Data Migration Best Practices]