Publish date:
“Without big data, you are blind and deaf and in the middle of a freeway.” — Quote by Geoffrey Moore, an American organizational theorist, management consultant, and author.
If you are a company with reams of data stored in various systems and tools like Excel but have suddenly come across Salesforce CRM, then this blog is a must-read. Transferring data from existing system(s) to Salesforce needs to be a well-thought-out process. It has some key considerations to be kept in mind when the project is at the planning stage. What are these key considerations? Read our blog to know what the key considerations are when planning a successful Salesforce Data Migration project.
The key considerations when planning a successful Salesforce Data Migration project with Salesforce data migration services are:
Knowledge of the information that needs to migrate with Salesforce data migration services. This is an important first step in the journey of Salesforce data migration services. The business needs to be clear on what is important for it and its success. The identified data should only be migrated to Salesforce CRM via Salesforce data migration services.
Build templates for the data with Salesforce data migration services. Create an Excel template for every object with the help of data export from Data Loader (with the export file as the template). As Objects have required relationships that impact the order of information migration, pinpoint the needed fields for each Object.
Curate a data governance plan as part of Salesforce data migration services with the partner appointed. This is a key consideration. Data governance is important because a large sum of money is imposed as a penalty for not complying with local laws. Salesforce partner and the client need to have a transparent process so that everyone is on the same page regarding information migration & the local laws that oversee it. The plan/process may take the form of a simple agreement between the Best Salesforce Partner and the client or a more complex one.
Sieving out irrelevant data. It’s important as part of Salesforce data migration services that all data that is outdated, irrelevant, duplicate, and inaccurate is removed. You can call this a key consideration or a best practice. Call it what you look but it has to be done. Before Salesforce data migration services can do the needful, the business needs to devote time and energy to this painful task. It can be done by a person or a team depending upon the volume of data/information that needs to be part of the Salesforce data migration services.
Transfer data on a small scale with a pilot project. Instead of transferring the entire or a large volume of data and facing hiccups, start small. Do a transfer in the form of a pilot project. Gauge the success of it. Then frisk transferred the remaining data in small batches.
Data integration tool. This is another consideration when planning such a project at any scale. Many such are in the market.
Mr. Anand Sharma, Codleo Consulting says “We are very careful in our approach, considerations, and best practices. We are dealing with a legacy, a treasure trove of information of a client. We treat it with respect and ensure that everything happens as it should, with minimal glitches. We are experts in Salesforce data migration services.”.
With the above key considerations in mind, data transfer from legacy systems to Salesforce CRM will be a smooth affair. For more such information blogs, keep visiting our blog space and contribute with your comments and guest posts.
Also Read: Steps For Successful Salesforce Data Migration
About the Author
Mohit Sharma
Mohit is Practice Lead, 15x Certified Salesforce Consultant, Salesforce trainer, blogger, writer, and full-time husband. With over 8 years of experience implementing Salesforce, and an obsession for innovation, ready to tackle any new project that comes his way.
