Having a seamless data migration is challenging. This requires tech expertise and a unique strategy.  This is where salesforce data migration services come into the picture. Experienced salesforce companies like isyncSF handle the migration of large volumes of data, from legacy systems to Salesforce with no disruptions.

The professionals present in the company have proven their skill and proficiency in automated data migrations and hence we believe that they are capable enough to transfer your source data to your desired locations. Let’s take a tour in knowing the top 10 tips on salesforce migration that are must-known for someone who is planning a data migration.

Why salesforce data migration is Important? 

According to our research, salesforce data migration is important due to three reasons. They are as stated as follows:

1. Agility:

   In this digital world, every business owner wants to get access to their data whenever they want to. Salesforce data migration allows that. Keeping your data saved in a platform that is updated all the time saves you from the trouble of getting your data locked from specific vendors or platforms.

2. Minimizes cost:

   Salesforce data migration is very cost-effective. Keeping your data in legacy systems would cost you a lot of maintenance since they are outdated.

Choosing salesforce as the medium to transfer your data would cut costs on both hardware and labor. Salesforce data migration tools will help you move your data in a data warehouse which eliminate data storage costs

3. Error detection:

   Whenever there is salesforce data migration. A large volume of data first gets stored in the sandbox. The sandbox allows room for error detection. Once the error is detected, a data-free of flaws can be moved to the destination folder

Tips on How to Migrate Data 

Tip 1: Going through the Salesforce CRM very carefully

As a business owner, it’s your duty that you see if the salesforce fits your existing system. Salesforce offers are free trials to hack your existing system requirements. In the free trial, you check your automation needs, modules, and functionality and then finally make a move to select salesforce as your migration helper.

Tip 2: Don’t forget about the health check

A health check is very important for your existing system. Any employee details, manual input is done by the workers of the company can affect the data quality. If you wish to mitigate this problem, ensure that you deep clean your data before migration.  Failure to do would make your data full of errors in your destination.

Let us make you understand with the help of an example. Your company has old appointments and old historical information that you don’t need in the future. Therefore, migrating these data to salesforce won’t be a good idea, since you aren’t using them anymore. You must delete this information and move only the information that is required by your organization

Tip 3: Configure workflows and integrations

In data migration fixing reporting tools, rules of workflow, and configuring systems are very crucial. For this, you have to provide access permissions, along with security to get rid of unnecessary records. Make sure to integrate third-party add-ons followed by the integration of Salesforce mailboxes to maintain your two-way syncs.

Tip 4: Backup your data

Having a backup is always suggested to avoid the loss of information and files. These are very crucial before stepping into salesforce data migration. Many CRMs come with the option of exporting all data in CSV format. Make sure you are getting this feature from your CRM provider.

Tip 5: Ensure the records are accurate after migration

After completing the process of salesforce data migration, check the records fields and ensure adherence to the data entry and maintenance guidelines. Follow these guidelines for at least next few months. You can put your information into record fields and objects with the help of the salesforce platform.

With point-and-click tools, you can import the information to the platform at ease with a setup that was established.

Tips 6: Document everything

You should document every step during the data migration process so that even if your project team changes or your data needs to be moved later, you’ll be prepared. Here is some information that needs to be documented.

• What criteria did you use to decide which data to migrate/ not to migrate? If so, why?
• During the migration process, note how long your data preparation took. By doing so, you will know how much time to allow for the future if you move your data.
• What steps did you take to ensure the data was successfully migrated?
• Observe the data field restrictions of the new and existing systems.
• Outline the key dates and milestones of the project.
• Keep a record of all the issues encountered.
• The relationship between records.
• The project team and their roles.

Tips 7: Get your business team involved

Until now, you have focused primarily on fieldwork, but an important step now is to involve your business personnel. These are the professionals who are working in the field every day. They know the details of the system, understand which data should be kept, what can be discarded, and how improvements can be made.

Ideally, you’d run tests and let your business team view the data so they can really see the new UI and understand its functioning. Thus, your team gets to see how it works, and you make sure every field gets populated properly. Continue with the data migration, everything is ok.

Tips 8: Decide which data you’d like to migrate

Even if you’re switching from a CRM system to another system, it’s better to start from scratch. You cannot just transfer everything without a plan. So, in the beginning, think about what data is important to you and you want to keep, and for how long.

Furthermore, since you’re already taking a closer look at how your business operates, it’s a great time to find out which fields and data you do not have at the moment. However, it’s time for you to add them and track them.

Tip 9: Be realistic in your time estimates

The process of data migration is time-consuming and challenging. Don’t expect it to be easy or fast, even if you think that your database is simple. Inevitably, you will face many obstacles and delays you weren’t expecting when you began.

So, what takes time on salesforce data migration? For starters, every aspect of the process takes time. This includes understanding the fields, mapping the fields with the target fields, configuring or constructing transformations, running tests, evaluating data quality, etc. Particularly, analyzing the source data, which is probably the most critical part, is not automatable, and analysts have to look at each field individually manually.

Therefore, No matter what you decide to create, give yourself enough time beforehand to prepare for the project.

Tip 10: Prepare yourself to deal with long data loads

All the reputed companies providing you with the best Salesforce Data Migration Services features will come with a few drawbacks. Slower data movement is one of them while moving data between cloud systems.

Local databases can be moved at lightning speed with the right hardware. However, Salesforce Cloud transfers can be very slow due to several reasons, like connection speed, Salesforce API restrictions, and custom code, all of which can slow download times.

Final thought

Creating a Salesforce data model from scratch or adding an existing data model is just the beginning. This occurs when either importing external data directly to Salesforce or performing a full data migration.

The salesforce data migration services are sophisticated. So, in order to organize things, you should have a checklist and a salesforce migration plan. You must document and share your migration plan with your stakeholders and users.