Migrate from Salesforce to Zoho Issues with Notes
I have been trying for the past week to get everything from salesforce over and I have succeeded with everything but the notes. I have spend countless hours with both salesforce and zoho support on the phone and even did a 3 way call with both. I am not a tech savvy guy and just need my notes to show in the zoho crm. Everything else like accounts, tasks, users, ect works but the notes no not. Below I put the instructions from salesforce but they are over my head. Any ideas on what I should try?
Exporting Content note:
1) Perform Export using Data Export(Setup->Data Export)
2) Select option “Include Salesforce Files and Salesforce CRM Content document
versions”
3) Deselect option “Replace carriage returns with spaces”
4) In Object List Select “ContentVersion”
5) Download the Export and unzip it.
6) This Export will contain a csv and a folder called ContentVersion.
7) CSV file will contain all files, to filter ContentNotes data apply filter to
column header in excel by selecting data with following column values:
a) IsLatest= 1
b) FileType= Snote
8) Copy this data into another CSV and save it.
9) Open the folder ContentVersion, you will notice that instead of file name we
have id as the name. Follow the steps in the below article link to change the
name from id to get notes name and desired file extension type:
https://help.salesforce.com/articleView?id=How-can-I-rename-and-convert-exported-Chatter-Files-and-Chatter-Feed-Attachments&language=en_US&type=1
Note: As a best practice Files should be converted to HTML extension this will
retain formatting unlike Snotes.
Extracting Parent id of Content Notes:
1) Login to data loader and click on “Export All”.
2) Click option “Show all Salesforce Object” and select object
“ContentDocumentLink”
3) Choose a target where the file will be stored.
4) From the file generated in Step 8 of “Exporting Content note” select data
that is present in column “ContentDocumentId”, this data will be used in the
where clause of the query given in the next step.
5) Copy below Query and replace the value within parentheses with
“ContentDocumentId” obtained from above steps which will give you parentid and
title of content notes:
Example Query:
SELECT Id, ContentDocumentId, ContentDocument.Title, ContentDocument.FileType
LinkedEntityId, ShareType, Visibility FROM ContentDocumentLink where
ContentDocumentId in
('06941000000WEeiAAG','06941000000WEejAAG','06941000000WEekAAG')
Note: The data within parenthesis is just a sample data to showcase format that
needs to be used.
6) The field LinkedEntityId will contain the record id and owner id for the
content note. Filter the data to show only record values.