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.
Mob: +91 93118 16065
Prefer email? Reach us at: consult@codleo.com
India Office Address
603 D-Mall Netaji Subhash Place, Delhi 110034 IND
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US Office Addresses
16192 Coastal Highway Lewes, Delaware 19958 USA
539 W. Commerce St Suite 6079, Dallas, TX 75208 USA
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FAQ
The cost of Salesforce data migration in the USA depends on data volume, complexity, source systems, data quality, and customization requirements. Pricing is typically structured as fixed-price or milestone-based models. As a Salesforce Summit Partner, Codleo offers flexible and transparent pricing to ensure cost-effective, secure, and scalable data migration for US businesses.
The best Salesforce data migration services include data assessment, cleansing, mapping, migration, validation, and post-migration support. Codleo delivers end-to-end Salesforce data migration services with certified experts, proven methodologies, and industry best practices—making it a trusted Salesforce Summit Partner for businesses across the USA.
Migrating data into Salesforce involves extracting data from the source CRM, cleansing and mapping it to Salesforce objects, validating records, and securely importing them into Salesforce. Codleo manages the entire process, ensuring accuracy, data integrity, and minimal business disruption throughout the migration.
Yes, a certified Salesforce partner is essential for complex data migrations involving large datasets, multiple systems, or custom objects. Codleo, as a Salesforce Summit Partner, specializes in handling complex migrations, integrations, and legacy system transitions with precision and reliability.
The timeline for Salesforce data migration varies based on data size, complexity, and validation requirements. Simple migrations may take a few weeks, while enterprise-level projects can span several months. Codleo follows a structured approach to ensure timely delivery without compromising data accuracy.
Salesforce data migration typically includes:
1. Data assessment and planning
2. Data cleansing and normalization
3. Data mapping and transformation
4. Migration execution
5. Data validation and reconciliation
6. Post-migration support
Codleo follows this proven framework to deliver seamless and secure Salesforce data migrations for US businesses.
Yes, professional Salesforce data migration services include data cleansing and validation. Codleo ensures duplicate removal, data normalization, and thorough validation so your Salesforce system starts with clean, accurate, and reliable data.
Common tools include Salesforce Data Loader, Data Import Wizard, ETL tools, and custom automation solutions. Codleo selects the most suitable tools based on project complexity, ensuring secure, scalable, and error-free data migration.
Yes, with proper planning and execution, Salesforce data migration can be completed with minimal downtime. Codleo uses phased migration strategies, sandbox testing, and scheduled cutovers to ensure business continuity during the migration process.
When choosing a Salesforce data migration partner, look for certification level, experience, security practices, and proven success. Codleo, a Salesforce Summit Partner, offers deep technical expertise, industry experience, and end-to-end migration support—making it a reliable choice for Salesforce data migration services in the USA.
