An administrator has performed the data migration of sales agreements. The client would like to ensure that data wasn't lost in the process. How should the administrator test the data consistency across the legacy system and Salesforce?
Migration validation must establish that the complete migrated population is materially consistent with the source system, not merely confirm that a small sample of rows appears correct.
Creating custom reports that aggregate Sales Agreement values provides a controlled reconciliation mechanism. Administrators can compare record counts, planned quantities, revenues, actual amounts, and other meaningful totals between Salesforce and the legacy platform. Aggregate reconciliation is particularly useful because it can expose missing groups of records, incorrect mappings, truncated values, or numerical transformation issues that random sampling may not detect.
Salesforce's current Agentforce Manufacturing Professional exam outline specifically includes the ability to load and validate data under the Validate and Deploy domain. Salesforce also provides Manufacturing-specific CSV tooling that supports insert, update, and upsert operations along with validation and import logs, reinforcing the requirement to validate imported datasets systematically.
Randomly checking selected source rows provides useful spot validation but cannot demonstrate overall completeness. Exporting records with Data Loader and manually comparing CSV files is also less scalable and less effective for business-level reconciliation than aggregated reporting.
The preferred test is therefore to build reconciliation reports and compare relevant totals and counts across the two systems.
Study Guide references/topics: Validate and Deploy --- Data Migration; Data Validation; Reconciliation; Sales Agreement Migration; Reporting.