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Tips for Seamless Data Migration in Salesforce

Salesforce Data Migration has its own complexities and unique workflows. So if a business has decided to shift its data to the Salesforce platform from another system, the following tips would be of help to perform the data switch safely. To know more about Salesforce Data Migration, https://www.damcogroup.com/salesforce/Salesforce-Data-Migration-Services.html/<br>

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Tips for Seamless Data Migration in Salesforce

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  1. Tips for Seamless Data Migration in Salesforce

  2. Introduction Data being the backbone of today's business entities provides the competitive edge for any business enterprise over its competition. Whatever might be the nature of any Data Migration, the final objective is to improve corporate performance and enhance customer delivery better than the competition. Data migration is a onetime activity and Salesforce Data Migration has its own complexities and unique processes for Data Migration.

  3. Do Data Cleansing Create a Data Migration Workbook Use Salesforce Migration Tools Test the CRM 04 01 Helping Tips to Perform Data Switch Safely 05 01 02

  4. Migrate your Legacy data to Salesforce by using automatic mode and avoid manual work. Salesforce data loader Wizard helps to migrate all the custom fields and modules from current system software to salesforce. 01 01 Use Salesforce Migration Tools

  5. Salesforce Data Migration offers free trial and it would be useful to use the platform to test drive the migration activity by using your data. It would be better to compare all functionality options, automation and configuration choices to ensure that the future software is a good fit for your organisation. Sometimes you need to look back, otherwise you will never know what you have lost. 02 02 01 Test the CRM ADD YOUR TITLE HERE

  6. Before migrating your data to Salesforce platform ensure that it is cleansed and structured properly to eliminate all unnecessary information. Make sure that all historical information of customers or outdated data are handled separately so that unnecessary data don't get migrated to Salesforce. Sometimes you need to look back, otherwise you will never know what you have lost. 03 03 01 Do Data Cleansing ADD YOUR TITLE HERE

  7. It is very useful to create and follow a data migration workbook throughout Salesforce Data Migration process. In this work Book you can consolidate information related to data mapping for each object involved in the Salesforce Data Migration process.  Sometimes you need to look back, otherwise you will never know what you have lost. 04 04 01 Create a Data Migration Workbook ADD YOUR TITLE HERE

  8. THANK YOU! +1 609 632 0350 info@damcogroup.com www.damcogroup.com/salesforce

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