Which records outside the core migration move — and where does the rest go?

The core migration moves constituents, households and gifts — but an org is also years of tasks, events, notes, files and old campaigns, and in a new-org strategy none of it survives unless deliberately loaded. Files, notes and attachments are not in Salesforce’s mapping workbook at all, so their fate is entirely this decision. The honest default — migrate what teams actively use, archive the rest — only works when “use” is measured rather than asserted: count the volumes, check the retention policy, and let the split follow the evidence. Sequencing matters more than it looks, too: users move first because every record needs an owner, activities re-point to migrated records through the crosswalk, files re-parent to their new homes.

Two rules keep the archive from becoming a regret. First, “archived” means verified readable — somebody opens the archive and finds a known record in it before cut-over, not during an audit two years later. Second, the archive gets an address and a lifetime: which platform, who can query it, how long it is kept. “We exported it somewhere” is how institutional history disappears; a named archive with a named owner is how it survives the org that created it.

When Horus Eye assesses an NPSP org, this question is raised with the evidence the scan saw — the record types, fields and settings behind it — its recommendation marked, and the reasons stated. Accept records the recommendation; Change opens the options. Recording an answer writes nothing to Salesforce: it is captured in the decision register, with who decided and when, and the migration plan, mappings and documents are kept consistent with what your organization actually decided. Horus Eye recommends; your organization decides.

• 1. Salesforce · Agentforce Nonprofit Migration Guide v2.0 (PDF) — The official guide this content follows: platform differences, migration recommendations, and how NPSP features map to Agentforce Nonprofit. ↩︎
• 2. Salesforce Help · Nonprofit Cloud Migration and Implementation Guides — Salesforce’s index of the migration, implementation, Fundraising and Program Management guides. ↩︎

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