How To Deliver A Complex Salesforce Healthcare Data Migration


It moves data about patients from one storage location to another in healthcare. Electronic health records (EHRs) need data transfer in the healthcare business. It’s a system for securely storing and managing all of a patient’s data. One of the steps of EHR adoption is migrating salesforce data to more modern storage that includes controlled access and analytical functions.

EHR data migration is often prompted by a hospital’s desire to move away from an antiquated system that is no longer functional in the current business climate. Depending on your use case and the eventual destination of your EHR data, you’ll need to choose among three different kinds of healthcare data migration technologies.

ERP to Salesforce Migration    

The tricky part of moving to Salesforce is the migration itself. We must transfer this data since no one wants to start with a blank slate in the new system and lose critical information about their clients. It is crucial and tough to migrate your company data to Salesforce. To be successful, your team requires a well-thought-out plan.

When converting data to Salesforce, most companies have to go through this tedious and time-consuming data transfer procedure. Project complexity is underestimated, planning is inadequate, and the amount of resources allocated is too low when migrating Salesforce data. If these difficulties aren’t addressed right once, user adoption will be slowed, and customer relationships will suffer.

Salesforce has several advantages when it comes to CRM migration:

Salesforce has several advantages when it comes to CRM migration

1. Flexibility

Salesforce, as a cloud-based service, provides enterprises with more flexibility. You don’t have to spend time and money updating your IT infrastructure to satisfy that demand with a cloud service. 

It may make a significant impact on the overall productivity of your firm if you give your employees more freedom and flexibility. There’s no need for you to worry about disaster recovery or managing backup servers since Salesforce takes care of all the logical and physical security.

2. Security

Data security is one of the most critical features of CRM-based enterprises. Salesforce has always placed a high priority on protecting user data. As many CRMs do not focus on the security of a company’s data, this is a critical concern. Pre-installed security measures in Salesforce enable company owners to choose who may access their data, making this an extremely safe and dependable program.

3. Mobility

Mobile access to business data through smartphones and other devices is made possible via cloud computing. There will never be anybody unaware of what is going on. 

This function may be used by employees who have a hectic schedule or reside far from the business headquarters to stay in touch with customers and coworkers. It can provide information to salespeople who travel, freelance workers, or remote employees through the cloud, improving work-life integration.

4. Recurring Enhancements

Salesforce upgrades all of your apps to the current version three times a year, so you don’t have to do anything.

Migrating data to Salesforce requires consideration of the following factors:


1. Creating a 3D Representation of Objects

Data must be migrated to Salesforce from a certain number of tables. Consider if Salesforce pre-built objects can be utilized or whether bespoke things need to be generated. It is possible that adding a custom object will raise the estimate.

2. Field Mapping

Salesforce Object fields must be mapped to the number of columns in the database. When a table has a more significant number of areas, mapping and loading become more time-consuming.

Building and mapping the right parent-child relationships during data conversion aren’t easy. The more lookups/master-details fields there are, the more difficult it will be to migrate data.

3. Compliance with Data

The format of the fields/columns must be compatible with the data. Increased effort and an essential part of the estimate are the results of this. Salesforce should always be checked to see whether it supports all of the field formats of the old system before implementation. You’ll need to look into other options that may require a data or format conversion.

4. Aspects of the Data

One of the most important aspects of data transfer is the quality of the data in the old system. Old currencies, ancient address forms, old phone number formats, and other data from the past may be found in legacy systems. 

When attempting to transfer this data to Salesforce Object fields, they may not seem complicated at first. A User record may be created in a legacy system that does not need an email address. Yet, a User record can be made in Salesforce that does.

Poor data quality substantially impacts post-migration maintenance, causing difficulties ranging from delayed or disrupted business operations to poor business intelligence. Preparation for Salesforce migrations should always include refactoring existing data. Before data migration, shareholders should be informed of data that cannot be refactored.

5. Use a Robot to Do the Work

In the long run, automation reduces human mistakes because it reduces the number of interactions between humans and machines. Errors directly impact the integrity and quality of the data in the destination system. 

Most current ETL technologies allow you to automate anything from importing to transforming to cleaning data depending on predefined criteria. A slew of existing ETL solutions like Jitterbit and Informatica Cloud Data Wizard may minimize work while increasing data quality.

The number of rows in a data set that must be migrated might be millions or more. Performing the complete migration manually is almost difficult for a human being. When a legacy system has many data servers, it may be necessary for Salesforce to modify the data before importing it. 

APIs provided by Salesforce may be used to integrate ETL tools with Salesforce to offer a seamless and uninterrupted data movement. These ETL technologies allow us to convert the data into a useable format and then load the data from all of these sources.

It’s possible that data loading will have to be done in stages, and we may have to do the same activity more than once. Automating it does not increase the amount of work required. Automation makes our ability to reuse current processes like data translation, integration, and clean-ups possible.

The Ehr Data Transfer Process

Using a salesforce data migration tool is just the first step in the transfer. The following diagram depicts a four-step healthcare data transfer method.

1. Analyzing the Data

This is the initial stage in a smooth data movement, according to most migration strategies. Analyze the data, exclude irrelevant information, highlight the essential elements, and understand the existing data format.


2. Structuring Data

You must organize and categorize EHR data since it arrives in various forms. Your business goals and data use cases should be kept in mind because the better structure you achieve at this stage, the more effectively you can work with your data after the EHR data migration is complete.


3. Data Conversion

Moving EHR data to a new system is progressing to the next level. Make sure your data is in one format that can be easily transferred over to the new storage system.


4. Migration of Data

At this point, the electronic health record system’s data is being migrated piecemeal from one location to another.

Salesforce Data Migration Issues in Health Care

issues in sf migration

In the healthcare business, data transfer presents unique obstacles.


1. Failure to Plan

While healthcare data migration has its own unique set of challenges, the best practices for project planning are still relevant. One of the most effective ways to ensure a smooth EHR data transfer is to have your vendor validate your data migration plans.

2. Quality of Data

The quality of your data also influences the effectiveness of your EHR data transfer. Improve the quality of your existing healthcare data before moving forward with a transfer. Improve the accuracy of your business’s data by using strategies such as profiling and standardization.

3. Complying with Regulations on the Protection and Privacy of Personal Information

Many healthcare data transfer issues exist, but security, privacy, and compliance are critical to address. For these reasons, working with a data migration vendor with expertise in the healthcare sector is preferable to working with a general data migration vendor.

Final Thought

The primary goal of our services at iSyncSF is to make data migration from one Salesforce org to another as smooth as possible for all of our customers. Our services are focused on helping our clients move their critical data across other organizations with the maximum convenience and efficiency possible.


Our expertise in CRM and Salesforce data management has shown us that organizations spend a lot of time and effort migrating their data across multiple organs, mainly when dealing with complicated data structures and apps where data configuration is maintained in separate Salesforce objects.


For big organizations, it’s easy to conclude that typical data migration processes take too much time to transfer significant amounts of data across Salesforce org. Another thousand hours are needed to manage the data and correct the problems that result from this. Furthermore, even if thousands of hours have been invested in data migration, there is no guarantee that the data will be accurate or safe.

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