The “Migrate Real-Time” is a powerful automation feature that enables seamless, real-time migration of newly uploaded Files or Attachments from Salesforce to Azure. With this feature enabled, files uploaded to a Salesforce record are automatically transferred to Azure based on configurable conditions, helping reduce Salesforce storage consumption. 

This feature is ideal for organizations looking to offload their files to external cloud storage immediately upon upload, without manual steps or periodic batches.


What Are the Key Capabilities of Migrate Real-Time?

1. Automatic Migration on Upload
As soon as a user uploads a file to a supported Salesforce record, the file is automatically migrated to Azure if it matches the specified conditions.


2. Supports Files and Attachments
You can choose to migrate either modern Salesforce Files or legacy Attachments based on your org’s usage.


3. SOQL-Based Filtering for Precision
Apply SOQL filter conditions on both:

  • The File/Attachment itself (ContentDocumentLink fields).
  • The parent records (e.g., Accounts, Opportunities).


4. This ensures that only relevant files under specific records are considered for migration.


5. Auto-Delete from Salesforce After Migration 
You can configure the system to delete the original file from Salesforce after successful upload to Azure, helping reduce storage usage.


6. Custom Metadata Support
With the Enable Custom Attribute Trigger option, metadata in key-value format can be passed along with the file, helping Azure systems classify or process files more intelligently.


7. Email Notification
After each migration, a notification email can be sent to specified recipients, summarizing the outcome (success/failure) of the file transfer.


8. Object-Level Control
Only objects with a Lookup relationship to the Cloud Document object will be eligible for file migration. This gives administrators control over which records support real-time migration.


What Should I Keep in Mind While Using Migrate Real-Time?

1. File Size Limitation: Only files with a size up to 8.5 MB can be migrated in real time.

2. Always Save Settings: After making any configuration changes, click “Save File/Attachment Changes” to activate them.

3. Delete Option: Use the “Delete after upload” setting carefully. Once deleted from Salesforce, files cannot be restored unless backed up.

4. Object Must Have a Lookup to Cloud Document: This relationship is required for migration eligibility.

5. Email Notification: Ensure correct and valid email addresses are entered in the recipient list to avoid missing migration reports.