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Thursday, December 1, 2022

Data migration in Salesforce: Things to know beforehand

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Want to migrate your business data in Salesforce but don’t know how? Then this article will help you.

One of the most challenging tasks for a Salesforce specialist is completing a Salesforce data migration. The procedure for moving data from one platform to another is known as data migration.

Data migrations can vary based on the source data’s amount, format, and correctness, but there are three fundamental steps to consider. Planning is the most important stage of Salesforce data migration.

Let’s know about the process and find some tips at the end of this blog.

Data Migration from Another Platform to Salesforce

There are several reasons to migrate data from other platforms to Salesforce. The first is that the capability of the other platform has been recreated within the Salesforce system, and there is no longer a need to use two different systems.

Another reason is that a company migrates from other CRM systems to Salesforce and has to carry the data with them. Further, a company that collaborates with another company that does not use Salesforce may need to insert data from its system regularly.

Data migration From One Salesforce Organization to Another

On the contrary, a company might be required to migrate data across multiple Salesforce organizations. It could be due to a bigger multi-departmental company running numerous Salesforce org concurrently and wanting to transfer data between them.

Another example is when a firm’s data model was not built to be scalable, and the business can no longer function unless reconstructed from the bottom up in a new Salesforce organization. After it is cleared and matched to the latest data model, the appropriate data should accompany it into the new org.

7 Tips for Salesforce data migration

The difficulty of data migration between organizations is determined mainly by the volume and type of data that must be transferred. The suggestions below will assist you in staying organized so that you can maximize your Salesforce data distribution process.

Communicate resolutely

Confirm that the migration is fully documented and all interested agencies are notified of the anticipated changes. It is especially critical if a massive migration occurs, such as a complete importation of information from another system or a classic CRM. The data transmission would have a massive effect on many groups or organizational units.

Establish a migration timeframe

Set a timeline with verifiable milestones after your focus has been determined during the migration. Your users must understand when such a switchover will occur, also, which network they must use to carry out their business-as-usual operations.

Establishing a timeline enables you to plan the implementation of your data transfer, but don’t be hesitant to adjust those timeframes if there are delays or unexpected challenges.

Identify the range and expense for the migration

Make a firm plan outlining the precise extent of the move. If just a portion of data is being moved, or only the data of a specific team will be affected, this must be communicated. 

Likewise, bigger data migrations can require significant effort and time, particularly when purifying massive data sets or combining data from several sources. 

Maintaining a predetermined budget for a Salesforce data conversion project is critical, and this expense must be stated from the start.

Clear your data before migration

Plan where your data will go, not where it will come from, and clean it before integrating this into the Salesforce infrastructure.

By ensuring that the data remains clear before it is imported, you ensure that your Salesforce data integrity is preserved and that your users can still extract useful info from your data.

Design and construct the data model

It is wise to evaluate your database structure before copying it into Salesforce. The benefit of completing a data migration into a new structure is that it has a blank slate to work with. 

If your database has become more complex, use this chance to clarify the model and clean up your data. A considerate data model ensures that your Salesforce organization will be sustainable for a longer time, which is important for any rising firm.

Clear your data after migration

You have cleaned your data before migration; you’ll probably need some cleanup after that as well. Due to integrating over one data source, duplicate data is frequently discovered during migration. Combine these copies and clear out any extra data to provide your users with the best experience possible within Salesforce.

Pat yourself for your accomplishment

Salesforce Data Migration is a difficult operation, so remember to praise yourself and your crew as you reach milestones. It’s not only well-deserved but getting your people enthused about the Salesforce platform can enhance user adoption once they start using it.

Final words

When completing a comprehensive data migration to Salesforce or integrating external data into Salesforce, creating a new Salesforce data model or expanding to an existing one is the first step.

Migration is equally vital and fraught with danger. As a result, it’s critical to develop your Salesforce data migration strategy and procedures properly and to remember to discuss and celebrate your migration target achievements with users and stakeholders.

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