Salesforce Data Migration: Best Practices for a Smooth Transition
More than 150,000 businesses of all sizes use Salesforce for automated marketing, data analytics, and integrated sales and management. Setting up a Salesforce CRM system is easy, but transferring data from legacy system to Salesforce involves technical challenges. Let’s explore some best practices including ETL tools for seamless Salesforce data migration.
Salesforce Data Migration Best Practices
Identify Essential Fields:
The first step for successful Salesforce data migration is to list down fields with the following categorization:
* Optional fields
* Required fields
* System generated fields
Some of the additional fields include:
* Legacy IDs
* Business rules
Determine the Data Migration Order:
In Salesforce data migration, the relationship that exists between objects and dependencies dictates the order of migration. A general migration order is as follows:
* Load Users
* Load Accounts
* Load Opportunities
Data Migration Workbook:
The migration team needs to create a data migration workbook for systematic execution. It is a consolidated workbook that holds data mapping for each object involved in the process. It contains a single template with multiple tables (one for each mapping project), a DM checklist and storage requirements. Businesses can personalize the workbooks as per their specific requirements.
Pre-data Migration Considerations:
* Complete system configuration
* Ensure record types and picklist values are defined
* Define proper mapping requirements
* Ensure to store all possible legacy IDs for record in Salesforce
Data Load Considerations:
Clean, optimize, de-dupe and validate source data prior to migration.
The calculations while loading large data volumes can take a considerable amount of time. You can increase the load performance by deferring sharing calculations
Use bulk API to increase load speed especially when working with large volumes of data
Data Validating Techniques:
The following techniques are useful for validating migration data:
* Create custom reports to validate record counts and provide an overall snapshot of migration
* Review exception report to view the data that was not migrated
* Use SOQL to validate data after conversion
Also Read: Transforming Retail Processes with Salesforce E-commerce Integration
ETL Data Tools for Smooth Data Migration
Jitterbit Data Loader:
It is an open-source ETL data migration tool that enables business administrators to automate the import and export of Salesforce data. Jitterbit natively supports all editions of Salesforce, including professional and group. Using the Jitterbit data loader, you can insert new records, update existing records, perform upserts and delete records. Businesses can even map their incoming source files to Salesforce for faster integration. Its features include built-in-functions, logging, bulk, and parallel processing.
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