SalesForce Mirgations & Integrations

Effective Salesforce Datamigration Best Practices

  1. Clearly identify the objects and specific data that need to be migrated.
  2. Decide on migration approach – migrate entire object or specific fields.
  1. Determine how the data will be stored in a Salesforce template, and the dependencies between elements.
  2. Create a template for each Object
  3. Set migration sequence – objects have mandatory relationships which dictate the order of data migration, identify the required fields for each Object.
  1. Avoid migrating known data issues.
  2. Establish/Interface with Data Governance Team
  1. Prepare the destination org
  2. Use the appropriate data migration tool.
  1. Use the optimal technique to validate your data migration such as Reports, Exception Logs, Data Quality KPIs and Manual data review.