Here are Some Helpful Tips About Salesforce Data Migration

0
194

Salesforce is a world-famous Customer Relationship Management (CRM) software. Their software is based in the Cloud. This makes it easy for clients to use it. They simply navigate to a login page, enter their credentials and then access it.

Using the Salesforce CRM, companies can foster better relations with their customers. The software allows the company to relate with each customer on a personal level. This is because it allows them to capture the customers’ personal requirements, solve their problems quickly and identify any new opportunities to make sales with customers. This information is stored in a database. In some cases, it may need to be transferred from one organization to another. This process is known as Salesforce data migration. Wonder how to do this? Read on.

How to perform Salesforce data migration

Customer data that has been generated and stored using Salesforce can be moved from one organization to another. To accomplish this, the data needs to be moved in a specific arrangement. This is so that the relationships between the data elements are maintained.

Relationships within the Salesforce database are defined using Salesforce IDs. It is important to note that the IDs are used instead of names. Thus, when performing data migration, you should match the names and IDs to maintain integrity during migration. The VLookup feature is quite helpful in helping you do this. Here are some tips to help you along.

Precaution

This is a fairly complicated task. Therefore, if you feel that your organization is unable to perform the migration, you should contact the Account Executive who will find a Salesforce Consultant to help you out.

Before you migrate Salesforce data, you should ensure that you have the essential Meta Data in the destination organization. There is a helpful video on data migration that is available on the Salesforce website. It is a good resource for this task.

Prepare the data before migration

During a data migration, the data should be arranged in a specific order so as to maintain the relationships between the elements. The Salesforce IDs maintain the relationships. As such, a VLookup is necessary to match the names and IDs prior to migration. An alternative to the VLookup is where you identify the record IDs and utilize them as External IDs. This is applicable on most of the objects in the database.

Tools you can use

You may only want to import some parts of the data. These include:

  1. Contacts
  2. Solutions
  3. Accounts
  4. Leads
  5. Customized object records

The Data Import Wizard is quite effective if you only need to migrate these elements. On the other hand, if you want to migrate all the other objects that are not in the above list, the Data Loader will help you to do this. For you to use the second facility, you should be registered in the Enterprise, Unlimited or Performance Salesforce accounts.

Faster migration of the data 

Sometimes you want to complete the process of migration much faster. Instead of following the above tips and guidelines, you can simply use a data migrator. It is available for you at http://www.flosum.com/salesforce-data-migrator/. By creating data sets, it can move all the customer data for you quickly and safely.

Conclusion

The Salesforce CRM is instrumental in establishing and maintaining good customer relations. It also allows you to move data from one organization to another. By using the above tips, you can make the migration successful.

Bio

Cynthia Rubicon is a Salesforce specialist. She has worked with many organizations to migrate data. She has documented more about this process at http://www.flosum.com/salesforce-data-migrator/. Visit this blog for more deatails.