Salesforce data migration

There is nothing more valuable to any company than their data. The proper migration of that data to Salesforce is the priority. This is essential before going live and getting optimal results. This is going to make it possible for you to take all the current data and move it. It goes from a legacy system to the Salesforce cloud without risking any data loss. Once a customer decides to change to another platform, the migration of data in functional shape is essential. This process is very unique with Salesforce and it does come with certain technical complexities. The idea is to achieve the best results to maintain a competitive edge.

Data migration is going to be an inevitable occurrence for all companies at some point. The truth is that this is a process that can often end up costing a great deal of time and efforts, but it’s always worth taking the time to do it right. Today, we are going to go over some of the basics of Salesforce data migration and the best practice to ensure that the process goes as smoothly as possible.

The issues that come with data migration

You can expect any kind of migration process to come with a good set of complications and issues. Some of the most common problems that people face can be easy to deal with, while others pose more complicated scenarios.

Some problems are caused by insufficient human resources and tools for the job. In other cases, failure to bring the data into a new format or structure is the roadblock. Some validation issues with unexpected effects caused by existing data and access problems can also be a huge setback.

These are all setbacks that you have to see as possibilities, but they are avoidable. The purpose here is to remind you that data migration is not a flawless procedure and this is perfectly normal.

Another great way to get rid of performance issues is by deferring calculations while the loading process is taking place. With that said, being sure that you are able to minimize the amount of data being migrated is always a plus.

The number of things to consider is one of the reasons why many company owners decide to hire professionals. This is important if you want to get the job done properly. There are teams that are dedicated to performing this kind of process. This means that they can get the job done faster for you. Considering the idea of hiring them can be very helpful, especially if you feel that you are in way over your head with this process.

Avoiding data migration is a huge problem

There are many business owners who will go out of their way to avoid any kind of data migration. The problem with this is that they will eventually regret their decision. Adoption problems, customer relationship issues, and analytics problems can all be the consequence of improper or incomplete data migration. This is the main reason why it’s so important for data migration to be conducted properly.

A large number of business ventures have serious problems that occur due to lack of attention to data migration. The good news is that this can be stopped if you take the time to look into the data migration steps in order to achieve the best results.

Pre-migration process

There are certain things that you need to keep in mind if you want to get the best results from pre-data migration. There is a complete system configuration process that needs to take place. You also have to setup roles and profiles. You should store legacy Ids and confirm the definition of picklist values.

Certain data load considerations need to be considered too. Using bulk API with larger data situations is going to be very useful. Defer and disable all that you can and by this, we mean that you can get rid of certain processes while you are performing this task.

Pre-migration is definitely something that is going to be very useful. You should not skip this part of the process if you want the best outcome to be possible.

Some situations will require that you are able to get a detailed evaluation done. When this happens, hiring a good service provider that can help you achieve optimal results is going to give you an idea of the scope of migration work.

Proper Salesforce data migration steps

The hassles of data migration relate to the source system and the configurations used. It’s not the same thing to migrate data from some excel spreadsheets as it would be to migrate from something like an integrated or internal legacy system. This is going to make the process harder and more complex to deal with in general.

There are several things to consider such as being able to understand the data and preparing it for migration. You also need to identify stakeholders, verify with a test migration and validate all of that data. Once that is accomplished, you will be able to achieve much better results in general.

There is always a reason why things could get complicated, but proper steps in data migration will make this easier. The chances that things will get complicated will be much lower.

Important data migration tools

Salesforce data migration best practices are essential if you want to get an optimal outcome. The selection of the best tools and being able to make proper use of them will determine how fast things get done. It is important to find the best ways to automate the process that will allow the migration to go smoothly. There are also some aspects of the migration that need supervision and some will even require manual work.

The most valuable thing to remember is that anyone with experience is going to speed the process. This is why we continuously recommend that people look for help for the best outcome to be possible. It’s a good idea to consider which tools are going to be optimal for your particular migration process.

Remember to define a budget

One of the most important things that any company need to do is define a realistic budget that they can spend in this process. Data migration is not a simple task and it will take a team effort to see results. This is without mentioning the fact that it is unpredictable and this might take longer than expected.

Going over the steps we can conclude that there is a way to get through his process without having to deal with too setbacks and issues, but you need to be prepared if you want the process to take place faster and without hassles.

The amount of money you would be willing to spend is going be related to the amount of work you delegate. The migration process could be too much for you to handle, but results will depend on the experience of those in charge of the migration. This is why you have to consider that your budget might need to be larger than expected.


The process of migrating data to Salesforce is one that might seem a bit difficult for those without experience, but as we said, it would also depend on the kind of system that holds the data in the first place. This means that you need to be ready to handle any kind of situation and scenario. Data migration might be difficult, but you can make the process easier by following certain steps as we have mentioned in this article.

If you still feel like this is a process that is too complex for you to handle, you can hire external help that will help get things done much faster. There are different costs depending on the kind of work that is required, and the amount of data that requires migration. At the end of the day, the need for this process makes the investment worth making.

Salesforce is an incredibly useful solution that is going to allow you to have continues support. Migrating information from older systems is definitely worth your time. Having a plan is crucial, but getting help to create that plan might be necessary depending on your experience with data migration.

Do you have some questions about CRM data import?

Our experts are always here to help you!

Give us a Call

+1 (443) 615-7032

Or fill the form and we get in touch!