Is it possible to retain a leads complete Activity Log/History when migrating the LDB to a new Instance?

Anonymous
Not applicable

Is it possible to retain a leads complete Activity Log/History when migrating the LDB to a new Instance?

Moving our companies LDB from an old instance to the new one. I can probably create fields and figure out how to populate them with most of the Activity info but it figures to be very work intensive. Is there a way to pull down that data automatically and import it to the new instance? Your help is appreciated.

3 REPLIES 3
John_Clark1
Level 10

Re: Is it possible to retain a leads complete Activity Log/History when migrating the LDB to a new Instance?

Hi Kevin,

There isn't currently a way to copy all of the lead activities in your database and move them to a new one.  You can export lead activities for a single lead at a time, but there are not automatic ways to do this en masse.

John

Aslihan_Ayan_Ha
Level 7

Re: Is it possible to retain a leads complete Activity Log/History when migrating the LDB to a new Instance?

John Clark​, Can the user Ids, custom views/reports and assets be moved from one instance to another without rebuilding the from scratch?

John_Clark1
Level 10

Re: Is it possible to retain a leads complete Activity Log/History when migrating the LDB to a new Instance?

User Id's and Custom Views, no.  But it is possible for support to connect two instances to allow you to import programs, and any assets they contain, into the new instance.  This is something you'd want to open a support case for.

John