How to Prepare for Salesforce Data Migration

1. How to Prepare for Salesforce Data Migration? ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Businesses nowadays are migrating their data and processes to Salesforce CRM as salesforce data migration helps business in many ways. Even though it is a challenging and complex process, it offers multiple advantages, including better performance, new features, cost savings, security and compliance, and more. In this article, we will list types of Salesforce CRM migration and discuss how you can prepare for the migration. Types of Salesforce Migration ● Migrating data from other CRM platforms to Salesforce ● Migrating from Salesforce classic to lightning ● Migrating from one Salesforce org to another Getting Ready for Salesforce Data Migration Successful Salesforce data migration can be challenging. However, if you are well prepared and choose a company offering the best Salesforce migration services in India, you will have a smooth migration. Even though migrations vary based on accuracy and data size, some steps help you transition smoothly. They are: Determining Data model The data model indicates data sources, types, and the relation between components. While outlining the data model, you will have to decide on the data you need, how you will store it, and what the dependency will be on various elements. This will help you tidy the data and ensure it will be scalable for a long time. Selecting Data There are chances each team of some teams in your organization is using tools related and relevant to their work. As a result, you will have data from multiple sources and of different categories. Thus, it is important to choose valuable data for the migration process. Cleaning Data Cleaning data before migrating it to the Salesforce environment is important to ensure its integrity is maintained and users can extract valuable information or insights from it. Data Migration It involves migrating/transferring the data from the original source to Salesforce. The type/method of migration will be chosen based on the resources, data complexity, and the volume of records.

2. Quality Assurance Once the data transfer is completed, check if it is done appropriately and ensure that the right relationships and format are correctly reflected between the data tables. Cleaning Data Post Migration After the migration is completed, check and clean data to ensure there is no duplication, which often happens when merging data sources. The cleansing helps users have an excellent Salesforce experience. Wrapping Up If you are looking for a scalable CRM (Customer Relationship Management) platform that offers functionalities and features to ease the life of your teams, migrating to Salesforce is the right choice. If you haven’t already, please get in touch with a Salesforce development company in India offering migration services for hassle-free migration. Source: https://www.bizbangboom.com/articles/how-to-prepare-for-salesforce-data- migration