Salesforce Data Loader
A client application for bulk exporting and importing data from Salesforce.
Salesforce data migration: a step-by-step guide, top tools, and best practices
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.
About Itransition
10+ years Salesforce service provider
Internal Salesforce Center of Excellence
Regarded as Top Salesforce Consulting Companies by Clutch
82 Salesforce certifications
Competence with Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and other Salesforce solutions
Looking for expert Salesforce data migration services?
Client spotlight
40,000
duplicate lead profiles cleared
Salesforce CRM for a US insurance buyout agency
Within the scope of a Salesforce CRM implementation project, we transferred the data of around 80,000 leads scattered across different Excel files, mapping and cleaning the data of duplicates before the migration.
Salesforce data migration steps
We thoroughly plan a typical Salesforce migration project to make sure data is transferred successfully without fault or loss.
1
Planning
We begin with kick-off meetings with the client and high-level planning of the data migration project’s scope of work and desired goals, timelines, and milestones. Based on the results, we form the Salesforce data migration team and select the toolkit.
2
Data selection
Next, we determine what sales, marketing, customer data, or metadata to migrate to Salesforce in line with the project’s goals and the new system’s setup. Our team also identifies data model structure, types, and sources.
3
Data mapping
We also match fields with migrated data and metadata from the source system to the target Salesforce apps to standardize data, make its transfer smoother, and reduce potential errors.
4
Data cleansing
If needed, our team will bring to order erroneous data in the migrated dataset, deleting duplicates, changing formats, and finding and removing unwanted or outdated information.
5
Destination org preparation
We set up the target Salesforce.org and prepare it for data migration by creating custom fields and relationships for data that should be stored in non-standard fields.Â
6
Data migration
Our engineers extract data from the source system and load it to the new Salesforce apps environment. If the data volume is large and requires a lot of manual effort, we can automate the data migration process.Â
7
Validation
We check data integrity and proper transfer, i.e., if it stays in the right format and is complete, and fix detected errors. We also hold user acceptance testing to make sure stakeholders are satisfied with Salesforce data migration’s results.
8
Quality control setup
As the final step, we set up the quality control process to further help the customer maintain the expected Salesforce data quality. We establish the frequency, scope, and owners of data quality checks, suggest suitable methods, and create data retention and archival policies.
Best Salesforce data migration tools
Let’s compare five of the most popular solutions for Salesforce data migration on the market.
Main features
- An interactive user interface
- A CLI for automated batch operations
- A SOAP-based API for processing records
- Drag-and-drop field mapping
- CSV file viewer
Exported/Imported data
- Imports data CSV files and from database connections and exports CSV files
Max number of records
- Up to 5 million records
Best used for
- Data migration projectsÂ
- Regular data loads by business or tech users
Cost
- Free
Limitations
- Has to be downloaded
Best practices for Salesforce migration
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Select the data carefully
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.
Back up the data
Always create a copy of the migrated data to restore it if something goes wrong and the data is lost or corrupted.
Establish a data governance strategy
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.
Create data templates
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.
Start with a pilot project
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.
We can ensure seamless Salesforce data migration
Common Salesforce data migration challenges
Here are the main reasons why Salesforce data migration can fail and how to prevent it.
Challenge
Solution
Companies can fail to approach data migration responsibly, considering it a low-level and low-risk project.
Challenge
Lack of proper migration planning
Challenge
Solution
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.
Companies unprepared for data complexity, volume, or diversity tend to miss deadlines and are forced to extend the project’s timeline and budget to migrate the data properly.
Challenge
Underestimating data complexity
Challenge
Solution
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.
Having successfully executed the migration with minimal or no errors, some companies call it a day and skip testing.
Challenge
Insufficient testing
Challenge
Solution
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.
Benefits of data migration to Salesforce CRM
These are the key ways companies can profit from data integration into Salesforce.
Advantages of Salesforce
data migration
Improved productivity
of sales, marketing, and customer support employees
Efficient reporting
with robust in-built reports customized to your needs
Data-driven decision-making
with full customer data readily available in one place
Data workflow automation
with Salesforce’s rich automation capabilities
Simplified access to data
with Salesforce being cloud-based and accessible 24/7 from anywhere
Information centralization
in a single database from various data sources and channels
