How to Export Classic Notes and Migrate them into Content Note in Salesforce

Published 24 July 2019

Description

If you have transitioned from Salesforce Classic to Lightning edition, you may desire to bring all your notes together into one place, rather than having them separated as they are by default. Use Import2 Wizard's export and import functions to translate all your Classic notes to Lightning notes.

1. Perform an export of Salesforce Classic notes

2. Prepare your CSV file to ensure the parent records are separated into separate columns by object type - such as opportunity, lead, account, contact

3. Upload your file and perform a CSV import

4. See all your notes in Lightning notes, and opt to remove the Classic notes from your page layouts

Automate your data import tasks
Use Auto-import to perform regular data uploads into your business apps. Learn more
Your familiar CSV import, but better
Import2 Wizard helps you bring the data you want into the tools you use - whether it be contacts, accounts, deals, tickets, customers, emails, tasks, notes and more. Learn more
Unlock your data from any business app
Using Data Export, you have the ability to get your data out of any app you use. Learn more