Use this window to select the data you want to transfer. Start by selecting the object you want to view records for then select the records.

The list of objects displays which objects have included records (), the size and count of all records on the source for individual objects, and the size and count of included records for individual objects. The progress bar on the bottom of the window lets you keep track of the included size vs the maximum size on the destination so as to not exceed the limit.

To identify the records you want to copy, click the Object name and then highlight the record(s) in the data grid below. To select multiple records, hold the Shift or Ctrl key which clicking on the record (not the checkbox). To select all records, use the Ctrl+A shortcut key.

Users have the ability to copy all standard, custom, and managed package objects along with attachments, content, knowledge articles, and chatter.

Applicable to All Objects

Include All Records For Multiple Objects..

See the Import All Records for Multiple Objects topic for details.

Load Filters From Files

See the Load Filters topic for details.

Save Filters to Directory

Saves the included records for all objects to files. An individual file will be created for each object containing included records. These files are formatted according to the import file format and can be used at a later time by using "Include from File..." button and Load Filters from Files...

Individual Record Selection

Data Grid

Use the data grid to select (highlight) and include (check mark) individual records for the selected object. The grid can be filtered (using the top-most row) and grouped (drag column label to grouping bar). Toggle the Filter All to enable/disable all applied filters.

While the data grid is querying records for the selected object, a progress bar at the bottom of the grid will show the query progress. To cancel the query, click the (X) button.

Add WHERE Clause

See the Adding a WHERE clause topic for details.

Selecting Child Record Levels

This drop-down list appears throughout the application when selecting records to include/exclude. This list is displayed by clicking the check box on record. The items on this determine how many levels of child records to include. Selecting All Levels include all levels of child records (be careful with this option when selecting records that are part of a large relationship chain). To illustrate the functionality of these items, please see the diagram below.

Additionally, by selecting the Custom... item, you can identify individual objects you want to include. See the Links topic for additional information.

The relationship diagram can be read as: "There is a Project which has Project Team Members and a set of Deliverables. Each Project Team Member is a Team Member who has Resources. Each Team Member also has a Physical Location."

Selecting the Project Record and Clicking the None Item

• Includes the Project record
• Does not include Project Team Member, Deliverable, Team Member, Physical Location, or Team Member Resource.

... and Clicking the Lvl.1 (Child Records) Item

• Includes the Project, Project Team Member and Deliverable records.
• Does not include Team Member, Physical Location, or Team Member Resource.

... and Clicking the Lvl.2 (Child of Child Records) Item

• Includes the Project, Project Team Member, Deliverable, Team Member, and Physical Location (because it always automatically include parent records) records.
• Does not include Team Member Resource.

... and Clicking the Lvl.3 Item

• Includes the related records from all of the objects shown.

The application will always include all of the parent records for the selected child record. This is because the Parent must exist in order for the child to exist.

Identifying Related Records

The following diagram illustrates the order of events that occur when including children of a selected record. The application does not include the Children of Records identified in Step 2. To select records from junction objects, exclude and then re-include the junction object records to get the related child records.

Query Included Only

Toggling this button will query only the "Included" rows from Salesforce. Use this button when you've already selected records for this object (or records where automatically selected as part of parent/child relationships) and want to view only those records. This provides a quick way of viewing only included records without having to query all records for the object (which can be time-consuming on objects with many records).