Lesson 6 of 6 • 8 min read • Beginner

Files & Attachments

Your documents and files. Learn how attachments migrate and stay connected to the right records.

Your Important Documents

Files are contracts, proposals, presentations, and any documents attached to your records. These migrate last to ensure every file has a home in Salesforce.

What File Data Transfers?

File Content
The actual file data and content
File Names & Descriptions
Original names and metadata
Parent Record Links
Connections to accounts, contacts, deals
Upload Dates
When files were originally uploaded
Owner Information
Who uploaded each file
File Versions
Version history where applicable

Key Takeaways

  • Files migrate last (after all parent records exist)
  • All file content and metadata transfers completely
  • Files stay connected to their parent records (accounts, contacts, deals)

🎉 Congratulations!

You've completed all 6 lessons on what data can be migrated from HubSpot to Salesforce. You now understand the complete migration process and why order matters.