How I Solved This: Migrating Data While Keeping IDs Consistent

Welcome to a new series on the Salesforce Admins blog called “How I Solved This.” In this series, we deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how Kelly Bentubo migrated data from one object to another while keeping her IDs consistent. 

Key business problem 

My organization needed to move a business process from the Case object into a new custom object. I wanted to move all of the data correctly and retain the legacy Case IDs and Record Owners — some of whom no longer work at the company — all while new records are created on the new object seamlessly.

Example:

The Case Number data type is Auto Number, and the Display Format is set to: {YY}-{00000}.