Best Practices To Carry Out Effective Salesforce Data Migration

1
Best Practices To Carry Out Effective Salesforce
Data Migration
2
Migration in Salesforce or any other system
requires considerable planning and effort.
However, businesses do not pay much emphasis on
migration analysis which not only causes data
mismatch but also derails business workflow. To
have a seamless Salesforce Data Migration, a
business should have a good understanding of the
platform and must plan the process with all
business units. Systematic planning can help you
minimize risks involved in the process and
achieve the desired results post-migration.
3
Below are the some points that you must consider
before carrying out migration in Salesforce CRM
Identify Data and Scope For Migration
Pre-Migration Check
Increase Sales
Repeat Order
Test With a Small Dataset
4
01. Identify Data and Scope For Migration
To begin Salesforce Migration, you should know
where your data is located and must have a
visualization of what you wish to achieve with
migration. Clear identification of source/target
data will help an expert to understand the scope
of migration and prevent delays, repetitions, and
complexities.
5
02. Pre-Migration Check
Before you start uploading data in Salesforce,
make sure the order of migration is properly
defined. Also, check that the email
deliverability is turned off to prevent
unnecessary emails to customers. Additionally,
make sure the data loader is configured as per
timezone. Moreover, dont forget to create a data
template for every object in excel using data
export. This will help you when you intend to
bring the data back to the system.
6
03. Test With a Small Dataset
Data cleansing, deduplication, and source
validation is important before you go for
full-fledged migration. This will help you reduce
errors and make testing less time-consuming. We
suggest you feed small datasets at first to
identify possible issues in the first go.
7
Bottomline
To have a seamless Salesforce Migration,
businesses should strategize and keep note of
possible risks involved in the process. Make sure
to discuss with all your stakeholders and
migration partner while planning for data
migration. By following the above considerations,
you can minimize complications and achieve a
hassle-free migration. In case you need any
assistance in migration, feel free to connect
with our team at Damco, we will make sure you
migrate successfully and without any hassle.
8
Thank You!
1 609 632 0350
info_at_damcogroup.com
www.damcogroup.com/salesforce