Both "Migrate Now" and "Migrate Real-Time" are features that help transfer Files or Attachments from Salesforce to Azure, but they are designed for different scenarios and workflows. The table below provides a detailed comparison:


Detailed Comparison Table

Feature
Migrate Now
Migrate Real-Time
Primary Purpose
Manual or bulk migration of existing files and attachments
Automatic migration of newly uploaded files and attachments
Migration Trigger
Initiated by user via UI buttons (Migrate All / Migrate Selected)
Triggered automatically on file upload
Best Use Case
Historical data migration, cleanup, or bulk movement of files
Instant sync of new uploads without manual steps
Timing of Migration
On-demand, when triggered by the user
Real-time, immediately after the file is uploaded
Automation Level
Semi-automated (requires user action)
Fully automated (hands-free)
Supported File Types
Files and Attachments
Files and Attachments
Maximum File Size – UI Mode
No file size limit
Not applicable
Maximum File Size – Batch Mode
Up to 8.5 MB
Up to 8.5 MB
File Filtering via SOQL
Yes (ContentDocumentLink-based filter)
Yes (ContentDocumentLink-based filter)
Parent Record Filtering via SOQL
Yes
Yes
Manual File Selection
Yes (checkboxes in table)
Not applicable (auto-selected)
Migration Options
- Migrate All
- Migrate Selected
- Migrate via Batch
Real-time migration only
Migrate via Batch Support
Yes (button-driven)
No
Delete After Upload
Optional
Optional
Send Email Notification
Optional
Optional
Custom Metadata Support (Key-Value)
Optional
Optional
Object Selection (with Lookup to Cloud Document)
Yes
Yes
Record Page Interaction Needed
No (uses app-level UI)
Yes (files must be uploaded from the record’s Notes & Attachments section)
Tab Location
"Migrate Now" tab
"Migrate Real-Time" tab
Requires Clicking Save to Activate Settings
Yes
Yes
Visibility of Migrated Files
Shown in Cloud Document records
Shown in Cloud Document records
Works with Existing Files
Yes
No
Works with New File Uploads
No
Yes