Salesforce Data Migration | JET BI

Salesforce Data Migration

Moving to Salesforce CRM or new Salesforce instance?

We migrate your data to Salesforce CRM, complete data cleansing and de-duplication of Salesforce records

What is Salesforce Data Migration?

Data migration is the process data of transferring from one system to another. Whether you decide to move to Salesforce CRM from any other CRM system, or from one Salesforce instance to another one, you should be aware that Salesforce data migration is crucial for the successful implementation. It capitalizes on your previous investments and experience, serves as a basis for the digital transformation of your business.

Data-migration process complexity varies significantly depending on the size, format, and quality of the source data. So it is recommended to perform data-audit with an experienced technical consultant before data-migration planning to ensure your business continuity, user adoption and whole CRM implementation project success.

How we work

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We support you in defining the scope of migration project based on your business needs, e.g. consider what data to migrate, which data sources to use, data transformations needed, data quality enhancements (e.g. duplicates removal) as well as customizations you may need in the new system.

Deduplication, standardization, and transformation of the data guarantee that the new system will not inherit data-related issues you have in your current system. High data quality is the key requirement for customer interactions, quality of services and the whole business efficiency. It also ensures that business analytics will provide you with accurate information for decision making. Usage of fuzzy-matching in addition to efficiently organized expert matching and consequent intelligent field merge allows you to have duplicates removed without losing important information.

At this stage we prepare a master document, listing all data tables and fields which are to be moved from the legacy system with corresponding Salesforce objects and fields. Standard Salesforce objects and fields usage is highly recommended where applicable. All custom objects and fields to be configured in the new CRM system are identified at this stage. Our recommendation is to always maintain legacy system ID as a custom field to ensure back-tracking and empower you with all historical information you need in your new CRM as well as streamline data-migration process

We move prepared data to the new system as smooth and seamless as possible, so your business processes are not stalled and operations keep running. A detailed migration plan is prepared listing all stages, responsible persons, inputs and outcomes. Every step is documented and double-checked with appropriate quality assurance procedures. We utilize high-productivity ETL tools and know-how scripts for high-efficiency metadata and data-processing as well as the most recent best-practices to perform data-migration in the shortest possible time. Actual execution takes usually not more than 1 business day or can be conducted during the weekend so that your team has no down-time. In case of a very complex data migration, we utilize a multi-step process which includes primary data migration and 1 or more delta-migration steps.

We conduct multiple QA tests to identify any problems before starting production data migration: we elicit inconsistent or incomplete data, identify data-mapping, transformation issues or data-quality issues. We ensure that every step of the data migration is done correctly, set of reports and data quality check procedures are documented and approved with the customer before production migration and checked during test data migration. This step helps implementation team provide customers with look&feel of their new CRM system before production start and allows to eliminate the majority of issues before going live. Test data migration is usually done using Salesforce

We also move data that was created or changed after the initial migration. On the launch day you do not have to deal with system downtime.

Review existing data

Data cleaning

Perform fields mapping

Execution

Quality Assurance

Delta Migration

Why JET BI

goal

We have experience loading millions of records, 100ds of GB of data including complex data parsing from various relational databases, proprietary systems

customer-support

We use advanced tools including Pentaho Data Integration, Talend, Dataloader.IO, etc.

web

We have Java and .Net resources to develop required complex data parsing when standard transformations are not possible

crm

JET BI is Salesforce Silver Partner - we use best practices of the CRM #1 worldwide

certificate

We are ISO 9001:2015 certified - with JET BI you get the highest quality of the result possible

Execute a successful large-volume Salesforce data migration

Contact us to get a data migration plan that aligns with your business goals

Our consultant will prepare valuable insights, estimates, questions about your request and contact you back in 1 business day or less.

About Us

We develop and implement business intelligence solutions based on SAP BO/BW platform. We also provide the full cycle of Salesforce consulting: Salesforce implementation and customization, support, and ISV solutions. Mobile Development Department focuses on business solutions for iOS and Android. 

Get in touch

Minsk, Belarus
220002, Masherova avenue 19, 8 floor
Phone: +375 17 334 24 16

Projects: sales@jetbi.com

Career: jobs@jetbi.com

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