If your company is considering switching to Salesforce, you’re probably planning to get started with a secure data migration process. But there will be a few questions that will definitely pop up in your mind. How the data of your company will be transferred to the new system? What are the best practices that will be followed with Salesforce data migration?
In this blog, we’re going to answer all your questions so that you can make an informed decision about moving to Salesforce. Let’s begin with understanding Salesforce migration in brief.
What is Salesforce Data Migration?
Salesforce data migration is the general process of transferring data from the current system you’re using to Salesforce. This can be a complicated and time-consuming process, but it’s essential to get it right so you can avoid any disruptions to your business.
Salesforce data migration can be done in different ways, which could be manual entry, CSV files, and third-party tools.
1. Manual Entry
The first way to go is to enter all the data manually into Salesforce. This option can be very time consuming and thus less preferred by businesses.
2. CSV Files
Another way is exporting your data into CSV files. You’ll then have to import those files into Salesforce. This is a faster option than manual entry, but there’s a possibility that you might lose some data during the export/import process.
3. Third-Party Tools
Many businesses consider using several third-party tools for Salesforce data migration. These tools are typically faster and more accurate than the previous two methods, but they could charge you more.
Best Practices for Salesforce Data Migration
Migrating data to Salesforce can be a daunting task. When migrating data, there are many things to consider, such as data quality and accuracy, while ensuring that the entire data is safely migrated.
We’ve compiled a list of data migration best practices for Salesforce that could be helpful for you.
1. Define the Scope of the Migration
The first step in any Salesforce data migration is to define the scope of the migration. You need to know what data you are doing to migrate By defining the scope of the migration, you can plan and execute the actual migration in a better way.
2. Clean Your Data Before Migrating
It is important to ensure good data quality while planning the migration. Before migrating your data to Salesforce, make sure that your data is clean and accurate. This means removing duplicate records, correcting errors, and filling in the missing information. Migrating bad data into Salesforce would surely be the last thing you’ll want!
3. Use a Data Migration Tool
There are different tools that businesses use to migrate data into Salesforce. There are a few native Salesforce tools you can use, such as the Data Loader. You can even use a third-party tool like Jitterbit.
We recommend using third-party tools because of the better features and capabilities they offer than the native Salesforce tools. Also, they’re designed specifically for data migrations, making them a go-go.
4. Map Your Data Fields
Once you’ve finalized the way you’ll be migrating the data to Salesforce, it’s time to map your fields. This means matching the fields in your source system with the fields in Salesforce.
Mapping the fields is important as it ensures importing your data correctly to Salesforce. Incorrectly mapped fields might lead to importing data into the wrong fields in Salesforce. This would cause bigger problems down the road.
5. Perform a Test Migration
Before performing your actual migration, we recommend doing a test migration first. This will allow you to test your mapping and ensure everything is working in the right order. It’s always better to catch any problems before getting started with the migration process.
Conduct a Smooth and Secure Salesforce Data Migration with Experts
Migrating your company’s data to Salesforce can be a complicated and time-consuming process, but when done right, it can bring a lot of ease to your teams.
You can enjoy improved data management, collaboration, and customer service by migrating your data to Salesforce. So why wait? Contact us today to learn more about how our best Salesforce consultants can help you migrate your data to Salesforce.