Salesforce Data Migration
“To be successful, you have to have your heart in your business, and your business in your heart.” – Thomas Watson, Sr., former CEO, IBM”
Data migration is an unavoidable part of the process if someone chooses to move to a new platform. When it comes to Salesforce then, there are several unique processes with their peculiar complexities that need transferring as well. Irrespective of the nature of the data migration you wish to carry, our final goal is to improve the competitive advantages as well as increase the efficiency of corporate performance.
Salesforce Data Migration should be a priority before you go live. That way you will have all your existing data from your initial legacy system into the Salesforce Cloud without losing any important factor. The good part is that migration is a one-time process which means that if you complete it efficiently once, you don’t have to do it again and your processes will keep running smoothly.
However, that also means that any kind of mistake will mean you will have to go through the entire process all over again. Risks of customers’ sensitive information being lost are equally significant if any mistake takes place in data migration. A little caution will go a long way in saving time and money. To make sure that there is no such risk, here are some best practices RT Labs undertakes when it comes to Data Migration.
The first step we take in the process is to identify the fields that are required to be migrated. Once we know what fields are those, then they need to be further divided into three levels, based on their significance for your business. They may be titled as Required, Optional, and System Generated fields. If there are still more fields required, then you may divide them into Legacy IDs and Business rules.
One thing that must be looked out for with Salesforce, is that the order of migration is not as much up to you as it is on the relationships between objects and dependencies. For example, all accounts have specific owners and opportunities which means that you will have to load users first, followed by accounts, and finally the opportunities linked to those accounts.
Now, in a Salesforce application, these interlinked relationships are apparent through their related lists and lookups whereas IDs, also called foreign keys, create relationships in a database.
The first step users need to do is to create a workbook outlining their data migration processes. This would be the manual containing the scope of migration and the data mapping for each object that needs to be migrated. Use a simple template so you don’t make the process more complicated than it needs to be. Map each object in the template with multiple tabs including a DM checklist and storage requirements. Once you have defined the scope of the migration process, you can then move onto tailor and customize the list as per your personalized business requirements. RT Labs helps its users migrate from one platform to another by offering its services every step of the way.
We at RT Labs are well aware of the considerations that we need to make when migrating your data:
RT Lab’s goes one step further to ensure that the Data Loading goes without a hitch:
These tips and tricks are outlined to assist you in preparing and executing successful Salesforce data migration: