DataTranz helps you selectively migrate Salesforce data from Production to Sandbox or staging environments — keeping related records connected and sensitive data protected, without copying your entire org.
Preparing a Sandbox with meaningful Salesforce data can be harder than it sounds. A full data copy may bring far more information than your team needs. Manual exports can leave behind broken relationships. And production data often contains sensitive information that shouldn't be exposed in development or testing environments.
You may only need a handful of realistic records for a specific test case, development task, or troubleshooting scenario. Moving an entire dataset adds unnecessary time, complexity, and storage.
Accounts, Contacts, Cases, Opportunities, and other objects depend on relationships. Moving individual records without maintaining those relationships can leave your Sandbox with incomplete or unusable data.
Realistic test data is useful, but sensitive fields such as phone numbers and other personal information may need to be protected before they reach a non-production environment.
When a migration partially fails, reloading records that already succeeded wastes time. Teams need visibility into what worked, what failed, and a way to retry only the rest.
When a migration partially fails, reloading records that already succeeded wastes time. Teams need visibility into what worked, what failed, and a practical way to retry only the unsuccessful records.
Link the source and target Salesforce orgs.
Choose the objects and records you need.
Narrow the set by criteria or file-based collection.
Apply pseudonymization, null, or star masking.
Related records move together, relationships intact.
Track progress, then review or reprocess failures.
Realistic data for developers, plus the controls administrators need to govern what moves, how it's protected, and what happens when something fails.
Move the Salesforce records you actually need instead of copying your entire Production dataset. Create migration jobs around specific development, testing, staging, or troubleshooting requirements and control which objects and records are included.
Salesforce data rarely exists on its own. DataTranz helps configure related objects and lookup relationships so parent and child records can be migrated together. External IDs are used to support relationship mapping in the target org. This helps your Sandbox data remain connected and meaningful after migration.
Control the scope of each migration using defined criteria or file-based collections. Filter records based on your specific testing or development requirements and create focused datasets instead of moving unnecessary records. Additional combined filtering and multi-collection capabilities are planned for future releases.
Protect sensitive production-derived data while keeping test datasets useful, with pseudonymization, null values, or star masking applied as part of the workflow.
See migration status by object as the job runs, so you don't have to rely on guesswork to understand what happened during a migration.
Get downloadable success and failure reports, making it easier to review results, troubleshoot issues, and share migration details with your team.
A failed record doesn't mean rerunning the entire migration — reprocess only what failed, without reloading records that already succeeded.
Data is processed in chunks rather than loaded all at once, helping manage memory usage and supporting more stable processing on available hardware.
Lookup relationships are surfaced for configuration, and external IDs support parent-child relationship mapping during migration.
Source and target orgs, record selection, filtering, masking, memory allocation, monitoring, reporting, and reprocessing — all in one configuration.
| Control | What you set | Status |
|---|---|---|
| Source & Target Orgs | Connect the Salesforce orgs involved in the migration | Connected |
| Object & Record Selection | Choose objects and the records you want to migrate | Configured |
| Filtering | Define criteria or use file-based collections | Configured |
| Data Masking | Pseudonymize, null, or star-mask sensitive fields | Configured |
| Memory Allocation | Configure processing memory based on available resources | Configured |
| Job Monitoring | Track migration progress by object | Active |
| Reports | Download success and failure results as CSV | Available |
| Reprocessing | Retry failed records without reloading successful ones | Available |
DataTranz gives you a controlled workflow for moving Salesforce data between orgs — selective, relationship-aware, and protected by masking, so what lands in the sandbox is safe to work with and true to production.
Create focused datasets for specific testing, development, staging, and troubleshooting scenarios.
Move parent and child records together while supporting lookup and external ID relationships.
Apply masking during the migration process instead of manually modifying production-derived data afterward.
Track job progress and review downloadable success and failure reports.
Reprocess failed records instead of unnecessarily repeating successful migrations.
Planned: scheduled data sync, centralized job management, and enhanced reporting.
Connect your orgs, select and configure your data, run the migration, then review the results.
Salesforce source & target
Criteria or file-based collections
Relationships, filtering & masking
Start the job, monitor progress
Download the report, reprocess failures
Still evaluating? Book a short walkthrough and see DataTranz with your own org's data.
Book a 20-Minute DemoSelectively migrate Salesforce records, keep relationships intact, protect sensitive fields, and monitor every job from one workflow.
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