Data transformation & migration to Salesforce for a non-profit organization

Data analysis & extraction

We conducted an in-depth analysis of the company’s data landscape and identified the scope of required data migration activities, which appeared to be wider because of the availability of additional custom objects.

We used CiviCore’s built-in capabilities to extract data from the legacy system and manually cross-referenced generically or ambiguously named data fields with the live system to correctly identify and rename columns.

Data transformation & normalization

Since the Salesforce data model imposed strict structural requirements and was built around a new business process, we worked closely with the customer to define rules for data cleansing and restructuring, aligning data organization with Salesforce’s data architecture and helping minimize future data maintenance efforts.

We developed a TypeScript-based data transformation engine to automate:

• Identification and reporting of invalid or incomplete records
• Normalization of the database structure and its alignment with Salesforce’s schema
• Enforcing of naming convention and folder hierarchy for attachments migration
• Adaptation of business logic from CiviCore to the new Salesforce model

For attachments that were stored in SharePoint and weren't part of the CiviCore database, our team developed a dedicated automation script to download and organize them and match each of them to the related user.

Data load & migration

Once the data was cleaned and transformed, we imported records and attachments to Salesforce following a carefully planned sequence to avoid dependency issues, starting with primary data, such as accounts and contacts, and then migrating custom data objects.

To ensure data quality and identify any areas requiring manual corrections, we uploaded several initial batches of data to the sandbox environment for thorough testing and validation.

Testing & go-live

Our team conducted an ongoing data validation after every load, ensuring data integrity and resolving detected issues if any. When comparing the completeness of Salesforce data with the original CiviCore records, we focused on high-volume, high-complexity records with multiple relationships since their migration was the most issue-prone.

After migration testing and signoff by the customer, we transferred all records and attachments to a live Salesforce environment on schedule.