How can I ensure full data access before migrating from Salesforce CRM?

To ensure a successful migration from your Salesforce CRM—including all records—you must have complete access to all data. Connecting your Salesforce account with system administrator role to the migration wizard is not enough.

Why "View All Data" Permission Matters

The "View All Data" permission overrides standard sharing rules and provides access to all records for all objects across your organization. This is essential during data migration, especially for privately shared content notes and content version files, which may otherwise be hidden—even from system administrators.

How to Grant Full Access for Migration

To ensure complete visibility of your data, follow these steps to create and assign a permission set with "View All Data":

Step-by-Step Instructions:

1. Go to: Setup → Permission Sets

2. Click: New to create a new permission set

3. Navigate to: System Permissions

4. Click: Edit, then enable the checkbox for View All Data

5. Go to: App Permissions → Content and Check: Query All Files (This allows users with View All Data permission to access files)

Assigning the Permission Set:

Once you've created the permission set:

1. Open the permission set and click Manage Assignments

2. Click Add Assignment and assign it to the user account you're using for the migration tool

Once the permission set is assigned, you can go back to the migration wizard and click Start Free Sample Migration.

Note: Make sure to refresh previously collected data for all objects: