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How to Plan for Salesforce Data Migration?

 When a company decides to implement Salesforce, the next question that arises is how to make sure that legacy data is safely migrated to the new platform. This is where you need a foolproof plan to conduct Salesforce data migration and ensure a safe transition of data. Many companies consider seeking help from Salesforce experts to ensure a smooth transition. 


There’s no plug-and-play capability when it comes to data migration in Salesforce. Instead, you need a plan to make sure your data from the legacy system is transferred to the CRM and can be easily accessed. 

Plan to Ensure a Safe Salesforce Data Migration

To make sure your data is safely transferred to Salesforce, without any data loss, you need to follow several steps. Here we have listed these steps to ensure safe and easy data migration:

  1. Review the Legacy Data

Before planning your data migration, you need to verify what you have. Take time to determine the files you have to migrate and work on mapping their location. Check if there is any field that can be archived on-premises or are there any siloed databases that require to be fully integrated.

  1. Work on Data Extraction

This is the phase where you should address the extraction of your legacy data. You can choose your tool to be used for data extraction, the timeline for extraction, and assign everyone who would be responsible to do it. You would also have to mention all the steps to verify the data before starting the migration process. 

  1. Plan Data Transformation

It is important that you get your legacy data backed up as a recovery plan if required. This is the phase where you need to clean and standardize your data and prepare it to load into Salesforce. Even if you have scrubbed your data before starting the migration process, it is always a good approach to clean it one more time.

  1. Load Data into Salesforce

After getting done with the planning, Salesforce migration services would determine any file that requires to be loaded first. In other words, they will arrange the data to be migrated according to their priority and load information into Salesforce using a data loader.

It is better to start data loading after breaking them into smaller pieces. It will help to perform data validation incrementally.  

  1. Remove Duplicates

While migrating information, it is possible that there can be duplication or redundancies of data that you need to remove. Having duplicate information can affect the accuracy of reports. This is a good time to spend on check your data to ensure there is no duplicate data that is transferred to the new system.

  1. Enrich Your Data if Required

After removing any duplicate information, you can check again if there is anything you can do to enrich your data. Enriching data could mean populating any missing information or enhancing any data that is having poor quality. Enriching your information improves the analytics accuracy and also increases the usefulness of reports. 

Carry Out a Safe Salesforce Data Migration with Experts

Certified Salesforce experts are well-versed with the data migration process and can help you achieve a quick and smooth transfer of your legacy data. Talk to the experienced Salesforce professionals at 360 Degree Cloud for Salesforce implementation and data migration.

For More Visit :- 360 Degree Cloud
Location: 4323-4001 San Simeon-Monterey Creek Rd, Cambria, CA 93428, USA

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