How to Carry Out A Successful Data Migration in Salesforce?

Moving furniture from one location to another is a challenging task and requires careful planning and caution. Similarly moving data from one ERP/CRM to another is an equally daunting task (if not more). 

Whether you are migrating data from an on-premise application to Salesforce or carrying out a Salesforce to Salesforce Data Migration, ensure that the process is well planned.

Based on our migration experience, we have highlighted crucial points in an easy to understand and step-by-step manner:

1. Engage With Stakeholders

A Salesforce Migration professional should know the data needs of every department. Discussing with stakeholders can allow an expert to plan by an organization's requirements and project timeline.

2. Data Identification

The data that will undergo migration must be carefully identified and analyzed before proceeding further. A Salesforce Data Migration expert makes this selection based on data structure, storage location, duplicacy, and other factors. 

3. Create a Backup

The migration process may not be successful in the initial attempts due to various complexities and challenges. To prevent data loss and have a seamless migration, organizations should create a data backup or buy additional space on the cloud.

4. Data Preparation

After data is identified, the further course of action includes data preparation and migration test run. For data preparation, a Salesforce Data Migration expert finalizes the order for data transfer and sends data accordingly in batches or as required. 

5. Run Migration Tests

Once the data transfer order is finalized, a Salesforce Migration professional runs these tests in a sandbox environment. This helps in identifying possible errors that can be fixed before final migration.

6. Data Migration

After possible issues are addressed, data is successfully migrated to Salesforce. However, one would need to validate the settings and make post-migration changes in the setup. If the migration process is not successful, it is time to repeat it all over.

Bottomline

Migrating data to a cloud-based CRM like Salesforce enables firms to improve data accessibility and user efficiency. To carry out data transfer in the right manner, businesses should follow a standard process and hire a Salesforce Migration expert who has deep experience in the use of tools like Data Loader and Data Export Wizard. With a planned implementation, organizations can minimize the issues and have a successful migration.

Why Organisations Should Hire Salesforce Implementation Partners?

 Implementing Salesforce can be a pathbreaking decision for a business that is facing workflow and productivity issues. The AI-driven platform can be used to centralize processes, automate workflow, and customize the setup with minimal effort.

Though Salesforce is easy to use, it's quite extensive in its capabilities. Because of this, organizations are not able to fully optimize CRM's and hence require the services of an implementation partner. 

Salesforce Implementation Partners analyze organizational workflow, process requirements and accordingly create a sustainable implementation plan. An implementation expert periodically checks system performance and suggests/implements changes thus keeping an optimized setup.

There are various benefits of partnering with a Salesforce Implementation Services provider. Some of them include:

1. Development As Per Requirement

After organizations install Salesforce, they realize that the default setup does not match their business needs. Salesforce implementation Companies help firms develop and customize CRM as per requirement. They set workflow rules, add dashboards, and integrate third-party or custom apps to maximize business performance. 

2. Help You Manage and Capitalize

To experience better results from Salesforce, firms need to keep it updated and optimized. Salesforce Implementation Partners help businesses in managing CRM by assigning an admin who performs various activities on a day-to-day basis. Moreover, an implementation expert suggests possible enhancements based on system performance and available opportunities thus helping firms capitalize.

3. Training and Support

Many businesses onboard employees without proper training which results in low user adoption and efficiency. A Salesforce Implementation Services provider helps an organization in training before full-scale adoption. With frequent upskilling sessions and round-the-clock support, users can work efficiently resulting in better performance overall.

Bottomline

With an implementation expert alongside, firms can customize the CRM as per changing business needs or system requirements. A Salesforce Implementation Partner examines workflow, process requirements and accordingly implements a product in a business’s ecosystem.  Thus with full-fledged development support, a business can streamline workflow and maximize the performance of business units.

To know how Salesforce Implementation Services can keep you a step ahead of your competitors, visit Damco’s implementation resources or consider engage with our Salesforce experts.