Salesforce Data Migration – Imagine if you were traveling to an exotic new destination for the holidays. You want to make sure that everything is perfect and that nothing goes wrong. You might want to take all the precautionary measures – get travel insurance, have emergency info at hand and make sure that you pack all the necessary things without leaving anything behind. You know there could be nothing worse than reaching the airport only to realize that you forgot your passport – Sigh! But you also know that with careful planning and preparation, you can avoid these hassles and make your vacation a safe and complete one.
Just like traveling from one place to another, migrating data from one place to another be it from Excel Spreadsheets or Legacy systems to cloud, needs utmost care and caution throughout the scope of migration in order to avoid any mishaps. And ensuring practical safety tips might just save you from the glitches in your Data Migration plans. So, here’s a quick 6-point checklist – your passport to a safe and successful Salesforce Data Migration journey.
Just like traveling from one place to another, migrating data from one place to another be it from Excel Spreadsheets or Legacy systems to cloud, needs utmost care and caution throughout the scope of migration in order to avoid any mishaps. And ensuring practical safety tips might just save you from the glitches in your Data Migration plans. So, here’s a quick 6-point checklist – your passport to a safe and successful Salesforce Data Migration journey.
6-point Checklist for Successful Salesforce Data Migration
- Engage the Stakeholders: It is critical that you involve your stakeholders and inform them well in advance before migration to ensure that you gain maximum support for the project. Stakeholders from different teams and departments have profuse knowledge of the data and can give actionable insights pertaining to your Salesforce Data Migration plan.
- Identify the Data to be Migrated: Stakeholders are aware of the most crucial data and clarify your uncertainties regarding the data structure, the place of storage if it has any duplications and its effect on the Salesforce Data. It might require you to create new or appending current data fields, validations and field values in Salesforce.
- Create a Backup – Most importantly, create a data backup to perform a rollback to recover from any possible errors. With a Data Backup, you can be double sure that you can go ahead with the migration process, so if at any stage there is an issue, you know you have the original data to fall back on.
- Prepare Data for Error-free Data Migration: After deciding on the changes to be done in step 2, now you can make the necessary adjustments to ensure error-free Salesforce Data Migration process. You can add or modify objects, fields, workflows, and validations.
- Run a Test Migration: You don’t want to back out after importing all the data into the system. So, to avoid risking data in production, it is highly recommended that you run the test in a Sandbox environment to fix possible issues.
- Migrate Data: The test Migration gives you the confidence to migrate data into the production environment. Inform your stakeholders about the changes and how it will affect them prior to migration. Post your Salesforce Data Migration process, it is crucial that you validate the data.
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