Data Migration

When a customer decides to move to a new platform, there is a need to migrate all the functional data from their legacy system.

Salesforce.com data migration has its own unique process, with its own set of complexities. Whatever the specific nature of any data migration, the ultimate aim is to improve corporate performance and deliver a competitive advantage.

Salesforce data migration is the very first thing you must do before go-live in order to bring all the existing data from your legacy system into the Salesforce Cloud without losing any of it.

Migration is a one-time activity; once the data is loaded into the Salesforce org, the migration task is complete. So it is very important to avoid any kind of mistake that could cascade into having to do the whole process again or even risk jeopardizing customers’ sensitive data.

Pre-data migration considerations

  • Create and set up a user with a system administrator profile for data migration.
  • Complete system configuration.
  • Set up roles/profiles.
  • Be sure to store all possible legacy IDs for a record in Salesforce. (This can help with troubleshooting later on.)
  • Confirm that record types and picklist values are defined.
  • Set up every single product/currency combination in the pricebooks if it will be used in Salesforce. (This will need to be loaded into the standard pricebook first.)
  • Proper mapping needs to be defined.

Data load considerations

  • Clean and optimize your data before loading. It’s always good practice to standardize, clean, de-dupe and validate source data prior to migration.
  • Use Bulk API for better throughput, especially when working with large data volumes to increase load speed.
  • Disable and defer what you can. When you know your data is clean, you can safely disable the processes that you would normally have in place to protect against data entry errors in batch loads, or made by users during daily operations. All of these operations can add substantial time to inserts — complex triggers in particular. These are the first things you should investigate when you debug a slow load.
  • While loading large data volumes, the calculations can take a considerable amount of time. We can probably increase load performance by deferring the sharing calculations until after the load is complete.

Some additional rules for migration

  • Clearly define the scope of the project.
  • The process builder must be aware of source format and target (Salesforce) required data format.
  • Your migration process must have the ability to identify failed and successful records. The common approach is to have an extra column in a source table that stores the target table’s unique ID. That way, if there are fewer failure records after the first iteration, you can re-execute the process, which will only pick failed records that are not yet migrated.
  • Actively refine the scope of the project through targeted profiling and auditing.
  • Minimize the amount of data to be migrated.
  • Profile and audit all source data in the scope before writing mapping specifications.
  • Define a realistic project budget and timeline based on knowledge of data issues.
  • Aim to volume-test all data in the scope as early as possible at the unit level.

CRM data transferring is a usual process nowadays, but also the one surrounded by some misconceptions. Some businesses, scared of the possible difficulties and problems, tend to avoid the procedure. Therefore, they forget that CRM migration is an important step to company growth and improvement. Accordingly, thorough preparation can decrease the chance of pitfalls and ensure further success. That is, Salesforce data migration can be your choice.

Take the advantages of Salesforce migration tool, as it is

  • Secure

    A comprehensive set of practices, technologies, and policies were developed to ensure your 100% data safety.

  • Automated

    Migrate your data to Salesforce faster using automatic mode, and avoid the manual work.

  • Customized

    Migrate any custom fields/modules and other data easily from your current software to Salesforce.

  • Preserves relations

    Data2CRM maintain proper relations between the migrated data.

  • Easy to Use Import Wizard

    A user-friendly and intuitive interface that is easy to deal with even for inexperienced users is offered. The few clicks in the Salesforce data loader wizard will do the job.

  • Detailed Data and Users Mapping

    Effortlessly select the modules or/and users you want to migrate to Salesforce. This option allows you to have total control and overall vision of your data over the CRM import.

  • Demo Import

    Try out Salesforce data loader by running the Demo import. During this process, the limited amount of your data will be migrated to Salesforce CRM swiftly. So, you will be able to check out the Salesforce migration tool in action and your data in the new CRM.

  • High Free Package

    This option allows you to import large bulk of data to Salesforce CRM from files absolutely free (without relations between modules), in case, if you want to create connections manually. Such a process can take up to few hours

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