Moving data from your existing CRM to Salesforce CRM can be a painful affair for all concerned. Well, it doesn’t have to be if you do the right thing. Our Salesforce Data Migration Services ensure a smooth & seamless migration. We ensure that during the Salesforce Data Migration Services, your data is safe & secure. The migration process ensures minimum disruption to your business, its team, workflows, and processes.
We understand that migrating copious amounts of data from one system to another seems like a nightmare. It is time-consuming affair as well as complicated since data migration is not a linear process. It needs a mix of different tools, technologies, and methodologies. We take away this stress from you so you can focus on your core business activities. our team skilled in merging innovative processes, tools, and approaches make the migration process a seamless & smooth affair.
Our experienced & certified team makes sure that migration is as smooth as silk, without any hiccups or losses. Your work carries on as business as usual. We take care to avoid duplication & ensuring that your data is safe & secure.
Our Salesforce Data Migration expertise ensures that you derive maximum “juice” out of this amazing tool. Let’s read about some of its pertinent features that have all of us so excited.
Different CRMs have different data formats. Hence data migration can be a challenge. However, we are experts in transferring data from a host of existing CRMs. Our Salesforce Data Migration Services include reformatting the different formats and mapping them to match the Salesforce data migration requirements which takes time, energy, and resources.
We ensure a seamless migration of your entire data from Salesforce Classic org or any other one that is outside to the new Salesforce Org. Our Salesforce Data Migration Services ensure that imported objects maintain their particular order to ensure record relationships.
Linking many data sources may need a dedicated integration server or the implementation of the Mulesoft integration. The synchronization can be either one way or both, the second being more complex about collating & organizing the information.
Salesforce data migration can present a variety of challenges for organizations looking to move their data from one Salesforce instance to another, or from another system altogether. Here are some of the common issues that can arise during Salesforce data migration, and how our solutions can help:
We engage with stakeholders who are familiar with data structure and its flow. Their inputs are crucial for alterations and removing any hiccups that may surface.
Migrating a large chunk of data to your production environment is not advisable. We migrate a small chunk of the data in a sandbox that ensures a smooth transition.
We use best practices always and this includes testing by running reports at the end. To cross reference the record counts, developer console is used.
We remove unnecessary data fields that are used occasionally in a few records. We may include fields like Legacy ID or User ID to the source data.
Experts in Salesforce Data Migration Services
Use of best practices and latest technologies
Detailed plan is prepared and executed
Migration is carried out under the supervision of certified Salesforce personnel
Emphasis on user adoption post migration
Our team checks data quality & validates it, before and after the migration process
The Perfect Salesforce Partner
Specialists in Data Migration
Vast experience and domain knowledge
Pocket-friendly pricing options
100% Salesforce certified
team
Intellectual Property Rights rest with you
Collaborative and innovative
Salesforce Summit Tier
Partner
Training and support services
Intellectual Property Rights rest with you
Collaborative and innovative
Salesforce Summit Tier Partner.
Training and support services
Our Process
Step
We engage and understand what data is important, its structure and the many customisations needed to bring value to the information during the migration. This helps in drawing up a blueprint for the migration process.
Step
Codleo makes an Entity Relationship Document that’s aids the envisaging of the table structure, data type and record counts. Here on, mapping of the data fields of old data to relevant fields in Salesforce is a smooth affair.
Step
For data migration we need clarity on record ownership, access privileges, security settings and so on. This way all data that needs importing is accounted for and is imported.
Step
We proceed with caution. A small quantity of data goes to the test environment to be evaluated for mapping accuracy & data integrity. Any red flags are addressed at this stage.
Step
The next step is the most crucial where we import/migrate all the required data to your Salesforce org using best practices, careful considerations and security.
Step
We do our final checks and hand over the system for your reviewing the same.
Thereafter the migration is declared a success and goes live.
FAQ
It refers to the process of transferring data from the current system/apps/tools being used to the Salesforce org.
The best way to move data is to employ the services of a professional Salesforce partner.
There are many types of data migration, and these include storage migration, database migration, application migration and cloud migration.
As per our experience, the approximate time for Salesforce data migration process is between 25 days to 3 months. It depends on various factors including the volume of data.
Data migration is the process of transferring information from a location / format / application to another. Database migration is the process of transferring data from source database(s) to a target database(s) thanks to a database migration service.
