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Data Migration & Masking

Move Salesforce data between orgs and mask sensitive values, so lower environments are realistic without exposing production data.

Try it in Serpent

Serpent moves Salesforce data between orgs and masks sensitive values as part of the same flow that delivers metadata. This keeps development and testing environments realistic without exposing real production data.

Migrate Data screen with source, destination org, and PII masking toggle

Migrate data in Serpent

Open the Migrate Data screen with the "Try it in Serpent" button above, then:

  1. Choose the orgs

    Pick the source and destination org for the data you are moving.

  2. Mask sensitive values

    Turn on PII masking to obfuscate common personal fields during preview and migration.

  3. Run the migration

    Start the migration, then review its progress and results.

Migration Details page showing the execution timeline
Migrated Objects table with success and failed status filters

Why seeding and masking matter

  • Sandbox seeding loads sample or masked data so testing reflects real conditions, not an empty org.
  • Serpent seeds as part of environment setup and release pipelines, so refreshed orgs come back populated.
  • Masking keeps production-shaped data usable in lower environments while meeting GDPR and similar rules.