Migrating to a new platform requires firms to move functional data from their legacy system. If you are dealing in small data sets, the process could be completed in hours, however, if the data architecture is different or the size of data to be migrated is humungous, migration can be troublesome and time-taking.
Some of the challenges involved in the process include data loss, mismatch, loading issues, which occur due to a multitude of reasons. To overcome possible pitfalls and have a seamless data transfer, it is crucial to follow a standardized process keeping various considerations in check.
Below we have listed important Salesforce data migration practices for your information:
Understand the Scope of Migration
Before getting started with Salesforce migration, teams should identify source/destination data and have a clear data layout in mind. This will help migration experts to structure and map data accordingly.
Pre-Migration Check
During the pre-migration check, the order of migration should be clearly defined. Additionally, a data template should be created for every object in excel using data export so that the same can be used to bring data back to the system. Configuring the data loader as per time zone and turning off email triggers are other activities that should be carefully followed.
Start-Off With a Small Dataset
Consider feeding small datasets to identify and address possible issues and errors in the initial phase of migration. Based on the results, experts can further clean, deduplicate, or validate source data.
Prefer Batch Processing
While you migrate to Salesforce, check custom code, network speed, and be wary of API bottlenecks as they can affect the speed of processing. To ensure there is a seamless Salesforce to Salesforce data migration, consider sending data in batches.
Document Entire Process
The entire process must be well documented so that it helps in future migrations or when there is a need to upgrade the system. Make sure you document the following activities:
All the data restrictions applied to various fields and objects
The relationships between primary and foreign keys
Project timelines and data of migration phases
Log issues highlighting problems that came across
Bottomline
Salesforce Migration is a one-time process and the complexity of it depends on data structure, practices followed, and the expertise of professionals. By following the right practices and procedures, surely you can achieve desired results with migration.
Need our support to carry out Salesforce data migration? Write us at info@damcogroup.com
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