For deploying Service Resources, Skills, and Routing configurations from sandbox to production, using Data Loader is recommended. This tool allows for the bulk import, export, and update of data, making it suitable for transferring complex configurations related to Skills-Based Routing and associated records efficiently.
When migrating data such as Service Resources, Skills, and Routing configurations from sandbox to production, Data Loader is the appropriate tool. Unlike the Mass Transfer tool or the Data Import Wizard, Data Loader supports all standard and custom objects, including complex relationships like those used in Field Service and Omni-Channel routing.
The Data Import Wizard has limited object support and doesn’t allow mapping of relationships such as those between skills and resources. Mass Transfer Records is not intended for configuration data migration.
Salesforce recommends using Data Loader to export/import configuration objects like:
ServiceResource
Skill
ServiceTerritoryMember
SkillRequirement
These objects are part of the skills-based routing setup and are well-supported in Data Loader operations.
[Reference: Salesforce Service Cloud Setup Guide – Skills-Based Routing Deployment Using Data Loader, , , ]
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