The Best Practices for Salesforce Data Migration
When you are planning for data migration, it is essential to consider some factors that will ensure the success of the said endeavor. You need to consider the source of data and who is planning to use the data.
You also need to consider the individual that will own the Salesforce records. In addition, you need to know what particular data is relevant to moving forward as well as the custom feeds that require to be added to the data. Also, consider what needs transformation in the data you are choosing to migrate, remove any duplicates, and confirm that the data is complete.
These are the considerations normally made before you do a salesforce data migration. As such, this article will provide more information on the best practices to consider when doing a salesforce data migration.
There are various tips on how to make data migration safe as well as a lot easier. Here are some of the tips you can use in this endeavor.
- Ensure you have created a plan in order to consider the when, who and where of the data migration that you plan to do.
- Ensure that you save copies for the data you want to migrate.
- Make sure you clean the data before you do any import of the said data.
- Spot key data sets, which may be important for your ongoing business vis-à-vis contacts, accounts, and products among others.
- Ensure that you have created and mapped out the important Data Fields.
- There are those relationships between the records; therefore, ensure they are checked so that the contact and account will relate to the activity history.
- Make sure you identify any transformations of data that are required before importing the said date.
- In order to limit the amount of errors, ensure you normalize old data in order to create a cut off for any old records.
- It is essential to ensure a test migration on conduct data and various records in order to ensure data analysis is properly guaranteed before data migration.
- Before validation of any records, ensure that a Question and Answer process is done in order for your client to know that the data they get is the best.
When these steps are followed, you are assured that regardless of the cost and additional cost prior to, data migration will bring better results. More information is found here http://www.flosum.com/salesforce-data-migrator/.
Essentially, a CRM system will definitely result in higher user adoption if the data indata migration on salesforce is tested prior to being in use. In addition, there is data available in the said market imperative for reporting and marketing purposes.
The total number of records processed will be more than the records failed at any particular time. Additionally, the down time will be much lower when it comes to processing this data when you follow the steps listed above.
As such, data migration for salesforce should be well planned in order to garner results for the task. Furthermore, your income will be expanded when the data migration is done in the right manner.
Author Bio
The author has over ten years’ experience as a customer relationship management software expert, and has written articles shared on many platforms throughout the Internet. Visit http://www.flosum.com/salesforce-data-migrator/ to learn more about data migration using Salesforce, and other relevant information.
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