To get the maximum output from enterprise applications, organizations need structured, organized and clean data that is validated properly. Whether you are looking to transfer data from old legacy systems to Salesforce or are carrying out a Salesforce to Salesforce Data Migration, both require efficient planning and expertise.
In the entire data migration process, preparing data is the most crucial stage and can cause challenges of data loss or change in data behavior when not done correctly. In this blog, we have listed the keys considerations for preparing data while carrying out Salesforce Data Migration.
1: Data Selection
First and foremost, you need to identify the data that has to be migrated and from where it has to be extracted. The selection of data also depends on the type of processes you created in the Salesforce setup and may also require creating additional objects and fields to carry out the migration to Salesforce.
2: Data Mapping
Once data selection is done, a data migration expert ensures that all the records of the identified source system point to a unique identifier. If all the IDs are not in place, then data cleansing has to be taken into consideration. The data mapping process would require you to map the admin tables, Salesforce objects, and fields to your new Salesforce instance.
3: Choosing a Data Transfer Method
A data transfer method is selected after your Salesforce Data Migration expert has successfully done data mapping. However, the method of data transfer depends on your available resources ( a developer, an admin), the number of records that have to be imported, and the complexity of data transfer and accordingly should be selected be it batch processing or any other method.
4: Quality Assurance
After the data has been transferred to the Salesforce setup, you must make sure whether the data transferred in the new Salesforce instance is correctly related to the objects and fields. Is the format and relationships with data accurately reflected or not. If the QA tests come out to be unsuccessful and are found in the preparation phase then you should go on to repeat this process again.
Wrapping Up
Salesforce Data Migration requires a good knowledge of source systems, data structure, and data relationships. Finding the data source and knowing how it should be mapped may look to be a difficult task, however, a good preparation phase is what you need for a successful migration.
In the entire data migration process, preparing data is the most crucial stage and can cause challenges of data loss or change in data behavior when not done correctly. In this blog, we have listed the keys considerations for preparing data while carrying out Salesforce Data Migration.
1: Data Selection
First and foremost, you need to identify the data that has to be migrated and from where it has to be extracted. The selection of data also depends on the type of processes you created in the Salesforce setup and may also require creating additional objects and fields to carry out the migration to Salesforce.
2: Data Mapping
Once data selection is done, a data migration expert ensures that all the records of the identified source system point to a unique identifier. If all the IDs are not in place, then data cleansing has to be taken into consideration. The data mapping process would require you to map the admin tables, Salesforce objects, and fields to your new Salesforce instance.
3: Choosing a Data Transfer Method
A data transfer method is selected after your Salesforce Data Migration expert has successfully done data mapping. However, the method of data transfer depends on your available resources ( a developer, an admin), the number of records that have to be imported, and the complexity of data transfer and accordingly should be selected be it batch processing or any other method.
4: Quality Assurance
After the data has been transferred to the Salesforce setup, you must make sure whether the data transferred in the new Salesforce instance is correctly related to the objects and fields. Is the format and relationships with data accurately reflected or not. If the QA tests come out to be unsuccessful and are found in the preparation phase then you should go on to repeat this process again.
Wrapping Up
Salesforce Data Migration requires a good knowledge of source systems, data structure, and data relationships. Finding the data source and knowing how it should be mapped may look to be a difficult task, however, a good preparation phase is what you need for a successful migration.
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