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Data Operations ​

Metaforce Data Operations delivers high-throughput Salesforce data management powered by Bulk API 2.0 and direct Org-to-Org REST data migration. Import, export, and transfer millions of records with intuitive schema matching and automated error reporting.

Bulk Export via Bulk API 2.0 ​

Easily extract large volumes of data without query timeouts or governor limit bottlenecks:

  1. Click New Bulk Export and select your organization connection.
  2. Select your target Salesforce object and check the fields you wish to extract.
  3. Configure an optional SOQL WHERE clause to filter specific subsets of records (e.g. WHERE CreatedDate >= LAST_N_DAYS:30).
  4. Click Start Export. Metaforce schedules the asynchronous query job.
  5. Once complete, inspect row counts and download the output as a clean .csv file.
Export ConfigurationData Export Info
Job Result & DownloadData Export Result

Bulk Import via Bulk API 2.0 ​

Import hundreds of thousands of records with automated field mapping and relationship lookups:

1. Upload CSV & Choose Operation ​

Select your target object and operation type:

  • Insert: Create new records in Salesforce.
  • Update: Update existing records based on record Id.
  • Upsert: Insert new records or update existing ones based on a designated External ID field.
  • Delete: Bulk delete records matching provided IDs.

2. Smart Field Mapping ​

  • Auto Match Fields: Automatically matches CSV column headers with Salesforce field API names or labels.
  • External ID Lookup Resolution: Relate records using external IDs instead of internal 18-character Salesforce IDs.
  • Read-Only Protection: Metaforce flags read-only system and formula fields to prevent avoidable validation errors.
Field MappingData Mapping
Preview & ValidationData Import Info

Org-to-Org Data Migration (REST API) ​

Transfer records directly from a Source Org (e.g., Production or UAT) to a Target Org (e.g., Sandbox or Scratch Org) without exporting and re-uploading intermediary CSV files:

  • Direct Pipeline: Eliminates CSV handling and sensitive data exposure on local disks.
  • Static Value Mapping: Inject static constant values (e.g., set Environment__c = 'DEV' or override owner IDs).
  • Source Field Cloning: Map a single source field value to multiple destination fields on the target object.
  • Batch Resiliency: Transmits records in optimized chunks via Salesforce REST API with itemized failure reporting.

Data Migration Mapping