Top Trending Salesforce Data Migration Strategies To Follow
Nov 26, 2019 16:24
Accompanying a successful migration is among the most troubling and difficult tasks for Salesforce experts. Are you seeking what is data migration? It is the set of instructions and operations included in the process of data transfer from a system to the other. Though, the action needed before the real transfer of data is the highly complicated part.
Salesforce data migrations may vary based on the format, size, and source data accuracy.
Before you can start the impressive task of Salesforce data migration from a specific set of circumstances to of different type, it’s essential to prepare a stable strategy that can ensure a streamlined, secure, and seamless transition. For example, will your migration of Salesforce data be done via a metadata API or manually?
Other factors to consider before your next migration comprise the below-listed ones. Always keep in mind that, these are simply some of the determinants that you must keep in mind while starting the Salesforce data migration.
Are you guaranteeing that the administration of records is accurately set up in the system where the data is migrated? Also ensuring who will use these data records?
Are there inactive or unused Appexchange apps that can be installed by you? Which data is appropriate going ahead? Is there any data files that are duplicate and can be deleted?
Are current profiles and Firm-Wide Delinquencies adequately set up in the new circumstances?
Are you confident that your existing Salesforce ecosystem is sufficient to manage the further data being transferred into it?
Have you adequately taken the back up of entire your existing data ecosystem before starting the new migration of Salesforce data?
Are you accurately recognizing the object (records) insertion ordering in your new Salesforce ecosystem? Is the parameter of naming harmonious?
Always be aware of what are the project deadline/ timeline? Have you given enough time for data migration testing before launching it publically to your users?
Tips & Tricks For Successfully Migrating The Salesforce Data
COMMIT YOUR SHAREHOLDERS
Fastening with terminal-users & shareholders in creating a strategy and notifying them about the Salesforce data migration in advance to ensure their supreme project backing. Shareholders from various departments or teams in a company have a deep understanding of the data to be migrated and can offer practical insights-driven to data that are associated and suitable for your process of migrating Salesforce data.
Shareholders are very much familiar with what data requires to be transferred from one system to the other. They can have all the explanations to the data-associated questions like how to structure data, where to store the data, whether the data is well-defined or not, how data will influence from it, is there any chance of duplication of data. There may be a requirement for new field creation, verifications, and value of fields to guaranteeing Salesforce data migration success.
DATA BACKUP CREATION
Most significant subject to be kept in mind, data backup creation to accomplish a rollback for data backup and fast restoration from any viable emergency. Using the backed-up data, you can be assured to proceed ahead with the process of Salesforce data migration without any uncertainty. Therefore in case you get confused at any point considering some challenges and issues, you don't have to bother as you have the actual data to recover all the necessary documents and files.
After identifying what modifications require to be made by knowing the Salesforce data to be transferred in the second step. Forthwith you are equipped to execute the necessary modifications to ensure the migration of data without any mistakes and make the things run efficiently.
APPROPRIATE TOOL SELECTION
AppExchange and Salesforce offer multiple robust tools for handling the projects associated with data migration. In some instances, a company may need modifications that require to be executed into a current tool, or they can create a new tool depending on their needs.
TEST MIGRATION EXECUTION
There is no need to back out after you have successfully imported the whole data in the machine. For overlooking the risking data in creation, the test should be executed in a Sandbox setting and sort out the possible arguments that take place.
APPROPRIATE INDIVIDUALS ALLOCATION
For any single task, you are not supposed to allocate various workers or request a large count of individuals for a consultation. When polled who intended to be involved in the procedure, you should define the roles and responsibilities of every person and should engage them respectively.
The migration for the testing purpose will put you in assurance for salesforce data migration into the environment in which the product is created. Before data migration, notify Salesforce experts concerning the modifications you want to make and how it would be affected. Notwithstanding migration testing, you require to check the data in the existing system again.
Salesforce Data Migration Strategy
At the time of organizing and executing a Salesforce data migration strategy may require more expanses, and time needed. Ascertaining these best approaches will enhance your new system's efficiency and usability in the extended run - that, in return, results in an enhanced return on investment and rising rates of user adoption.
At Techila Global Services, we have assisted hundreds of organizations and corporation across the globe in boosting up the full return of their investments that they have made on technology solutions via our customized Salesforce services and solutions. We have a team of experts that is capable enough to solve your toughest data migration issues and smoothen your business operations. Our experienced and highly skilled salesforce data migration professionals can mastermind the classic customized plan for integrating with Salesforce and drive your team across the various phases involved in the complete lifecycle of Salesforce data migration.
Phase 1 - Recognizing Shareholders
Phase 2 - Data Understanding
Phase 3 - Destination Org and Data Creation
Phase 4 - Verifying after the completion of Migration Testing
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