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Best Practices To Carry Out Effective Salesforce Data Migration

To carry out effective Salesforce data migration, it is important to follow standard practices and guidelines. These considerations will help you overcome the potential risks involved in migration. To know more about Salesforce Data Migration, https://www.damcogroup.com/salesforce/Salesforce-Data-Migration-Services.html/

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Best Practices To Carry Out Effective Salesforce Data Migration

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  1. Best Practices To Carry Out Effective Salesforce Data Migration

  2. Introduction Migration in Salesforce or any other system requires considerable planning and effort. However, businesses do not pay much emphasis on migration analysis which not only causes data mismatch but also derails business workflow. To have a seamless Salesforce Data Migration, a business should have a good understanding of the platform and must plan the process with all business units. Systematic planning can help you minimize risks involved in the process and achieve the desired results post-migration.

  3. Below are the some points that you must consider before carrying out migration in Salesforce CRM: Identify Data and Scope For Migration Pre-Migration Check Increase Sales Repeat Order Test With a Small Dataset

  4. 01. Identify Data and Scope For Migration To begin Salesforce Migration, you should know where your data is located and must have a visualization of what you wish to achieve with migration. Clear identification of source/target data will help an expert to understand the scope of migration and prevent delays, repetitions, and complexities.

  5. 02. Pre-Migration Check Before you start uploading data in Salesforce, make sure the order of migration is properly defined. Also, check that the email deliverability is turned off to prevent unnecessary emails to customers. Additionally, make sure the data loader is configured as per timezone. Moreover, don’t forget to create a data template for every object in excel using data export. This will help you when you intend to bring the data back to the system.

  6. 03. Test With a Small Dataset Data cleansing, deduplication, and source validation is important before you go for full-fledged migration. This will help you reduce errors and make testing less time-consuming. We suggest you feed small datasets at first to identify possible issues in the first go.

  7. Bottomline To have a seamless Salesforce Migration, businesses should strategize and keep note of possible risks involved in the process. Make sure to discuss with all your stakeholders and migration partner while planning for data migration. By following the above considerations, you can minimize complications and achieve a hassle-free migration. In case you need any assistance in migration, feel free to connect with our team at Damco, we will make sure you migrate successfully and without any hassle.

  8. Thank You! +1 609 632 0350 info@damcogroup.com www.damcogroup.com/salesforce

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