slide 1: Best
Practices for
Efficient
Salesforce
Data
Migration
slide 2: Introduction
Data Migration is a challenging
task for companies and before
you begin with the laborious task
of migrating data from one
system to another you have to
plan the best approach. Making
the process of data migration
secure seamless and
streamlines depends on
Salesforce Data Migration
Services you hire and their
potential.
slide 3: 05
04
03 02
Importing Tools of
Salesforce
Using Jitterbit Data
Loader
Talend Open Studio
Understanding the
Requirements of
Data and Salesforce
Measuring the
Compatibility
01
slide 4: 01 Understanding
the Requirements
of Data and
Salesforce
Even though you have a huge amount of
data in your legacy systems all of which
appear important it is necessary to be
vigilant during the actual process of data
migration. With limitations in the
Salesforce account you cannot just go
on stuffing data into it and compromise
the productivity of your business. Try to
find out the amount of data that the
Salesforce team may require and the rest
that may not need anything beyond the
visibility access to make the process
streamlined.
slide 5: 02 Measuring
the Compatibility
Due to mapping errors that occur during
the process of Data Migration it is
extremely important to measure the
compatibility between the destination
and the source platform. You can also
test it with sample records before
starting the process of migration.
slide 6: 03 Talend Open
Studio
The functionality of this tool comes from
the other ETL tools but the exclusive feat
ures will allow you to perform functions
such as data cleansing and data manage
ment.
slide 7: 04 Using
Jitterbit Data
Loader
It is an ETL tool used during the process
of Data Migration with features to insert
and updates the records along with the
potential of mass deletion. Due to its
multiple functionalities and easy
interface it is one of the best used tools
of Data Migration.
slide 8: 05 Importing
Tools of
Salesforce
There is no better option than using the
official tools of Salesforce for
accomplishing the task of Data Migration.
You can use the wizards of Salesforce
for importing data from custom objects
and all that you need to do is to organize
the data at source point.
slide 9: Thank you
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