Factors to be Considered for Salesforce Data Migration

Authored by Ameex Technologies on 28 Jun 2022

Do you know what Salesforce Data Migration is? It is the process of moving or transferring your company’s data from one CRM to Salesforce. The overall goal is to be able to work with the same data sets in a different location. This could be because your data was previously stored in multiple orgs or environments, or it could simply be that you want to switch to a better platform like Salesforce. Salesforce Data Migration can be a time-consuming undertaking, but it also aids in the cleaning and optimization of your company data.

If you have decided to use Salesforce as your digital partner, data migration will be one of the most critical tasks in the checklists. Consider the 5 key factors below that are worth focusing on for Salesforce Data Migration.

Data Clean-up

During Salesforce Data Migration, the Salesforce instance that the organization uses will become the source of truth for your customers. It is necessary to have clean data without any discrepancies. The first step is to identify the source data feed for any duplicates or data available in the wrong format or irrelevant information for a particular object. Follow a standard process across the organization for each field in an object to reduce issues post migration. In advance, build a duplicate management system which lets you merge duplicate records based on the matching pattern set up as a rule.

Create A New Data Model

We recommend structuring the data model based on your organization’s business goal for migrating data to Salesforce either from different instances or different applications. Enormous amounts of data over time will be hard to deal with and thus simplification of the data model helps to easily manage the data and retrieve insights which are critical for business.

Identify Meaningful Data Only

Data from the source files are cleaned up and are made available as data feeds. Next step is identifying the significance of each data provided and migrate only those that are required by the organization. They are meaningful information for you in the course of Salesforce Data Migration. Importing data that is not useful is just ‘redundant’ data taking up space in the system. Also have a backup plan on how to handle insignificant data post data migration.

Usage of Data Loader for Abundant Data

Most organizations that manage plentiful data choose to migrate it to Salesforce via applications like Data Loader where data migration is performed through API. Proper data feeds containing the data to be migrated along with the data mapping and import template are the necessary elements.

Post Migration Check

Once the Salesforce migration process is complete with the help of Salesforce migration tools, validate the data that has been brought into the new salesforce instance and perform the clean-up activity. This includes merging duplicate data, modifying data to the correct format and removing insignificant data. Tidying up the data ensures the best experience for the Salesforce end-users.

Are you searching for a data migration process expert for your organization? Please feel free to contact Ameex to get started.