Salesforce Data Migration Partner
Moving from an existing CRM or legacy application to Salesforce requires careful data planning. Poor data quality can affect reports, automation, customer service and sales operations.
- Data discovery — Identify databases, spreadsheets, CRM systems and applications.
- Data mapping — Map existing fields to Salesforce objects and fields.
- Data cleansing — Identify duplicate, incomplete or inconsistent records.
- Transformation — Transform data into the structure required by Salesforce.
- Migration testing — Perform test migrations before production.
- Validation — Compare source and target records.
- Production migration — Execute the final migration using an approved plan.
- Post-migration verification — Validate critical records, relationships and processes.
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