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Few things you should know about Salesforce Data Migration

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Published by jetbi
11 February 2021
22

In 2021, many businesses require a more detailed approach to the sales and customer retention process. Sometimes businesses stand on the stage when scalability is essential. However, many managers deny this possibility because of the fact that all the data and many years of experience will be properly transferred to new systems. Data migration is one of the most important steps that ensures a complete process of data transfer from one platform to another.

Salesforce data migration is the very first thing you must do before go-live to bring all the existing data from your existing system into the Salesforce Cloud without losing anything. Besides, properly done data migration has some other important advantages such as data security, process automation, custom approach, detailed preparation of process and the data flow, suitable for projects with a large number of changes, etc. Keeping data in a single CRM system, you get the opportunity for collecting all the information in the Salesforce system with the choice of access for certain employees and display the selected data. Migration is a one-time action: once the data is uploaded to the Salesforce org, it will stay there for as long as you need.

Let's analyze a short example. The client asks to migrate data from its old CRM system to the Salesforce org without losing any customer information and to ensure data migration will be completed without interrupting the work process. The task is hard to complete under all the conditions, however, the Salesforce experts can come up with mapping with all the requirements in mind.

First of all, experts will carefully prepare for data migration. Within this process it is needed to understand the structure of the previous CRM system, data it stores, certain dependencies between CRM objects and business workflows, create a mapping for the seamless migration process. 

The second phase involves delta data migration, migration validation by the customer, and the actual process migration from the source system to your Salesforce org. 

The migration process will mainly depend on chosen tools, the scope of records you need to import into Salesforce, and the complexity of the primary source data. 

The final step is the configuration of all the system tools and post-maintaining services. The whole migration process is built to terms compliance so the switching to Salesforce doesn’t set off the client's current enterprise.

Data migration can be a crucial factor when implementing Salesforce, as in a successful case, you get not only a convenient platform for improving all your business processes, but also keep your developments, data, and contacts, without losing any information.

Get in touch with the JET BI team, and we will help you complete data migration in a smooth and seamless way.


Nadezhda Avramenko
Head of Marketing
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