Salesforce data migration involves transferring data from the legacy storage to a new platform within or outside the CRM. Depending on the volume, format, and state of source data, Salesforce migration can be a challenging project. However, Itransition’s certified architects, developers, and admins can help you migrate data to Salesforce, preparing, cleansing, optimizing, and then importing source records into your new system.
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We thoroughly plan a typical Salesforce migration project to make sure data is transferred successfully without fault or loss.
Destination org preparation
Quality control setup
Let’s compare five of the most popular solutions for Salesforce data migration on the market.
Dedicate some time to sorting out the data and weighing up what definitely needs to be migrated and what doesn’t. By being so discerning, companies can reduce the project’s timeline and prevent potential data migration conflicts.
Always create a copy of the migrated data to restore it if something goes wrong and the data is lost or corrupted.
Managing data properly when switching to a new platform can be difficult, so a data governance plan can simplify keeping track of data quality, reliability, and integrity before, during, and after the migration.
To streamline data migration to Salesforce, create Excel templates or spreadsheets with the fields and format of your target system, and populate them with migrated objects. You can also reuse such templates in the future and simplify further data migrations.
If Salesforce is a completely new CRM system for your company, the differences between its and your legacy system’s data structure can cause conflict during migration. We recommend migrating a small amount of data to a sandbox environment to gauge the potential challenges.
Here are the main reasons why Salesforce data migration can fail and how to prevent it.
Lack of proper migration planning
You should understand that Salesforce data migration projects can be effort- and time-consuming and therefore require proper preparation. To cover all the bases, migration teams should ensure stakeholders’ buy-in, appoint a project owner, select the most suitable tools, and assess existing skills and tech capabilities to involve third-party specialists if required.
Underestimating data complexity
You should understand the data you intend to migrate, particularly data sources, structure, parent/child relationships between different objects, workflows, triggers, and other associations, and take it all into account while planning out its transfer.
Seeing no errors during the migration does not guarantee that the system will perform as intended with data in it. Therefore, you need to conduct a thorough review of the new Salesforce org to finalize the project.
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