Minimal-Risk Salesforce Data Migration Techniques

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To ensure that data migration is successful and is carried out faster, data must be sent in batches and not entirely all at once. To know more about Salesforce Data Migration, https://www.damcogroup.com/salesforce/Salesforce-Data-Migration-Services.html/

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Presentation Transcript

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Minimal-Risk Salesforce Data Migration Techniques

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Introduction Migrating data successfully from the legacy system helps in upgrading an organizations database through enhancing the quality integrity and security. However it can be a daunting task when the database is voluminous. While doing Salesforce to Salesforce Data Migration it is important to follow standard practices that can ensure data flow is not compromised.

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Steps to make the right decisions while planning for Salesforce Data Migration Discuss with Stakeholders Have an Order for Importing Data Small Subset of Data to Begin With Review Active Workflows and Triggers

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Before going ahead with the migration process migration experts must have a thorough knowledge of the structure and flow of data. Discussing it with relevant stakeholders will enable the implementation team to decide the required modification in field and validation rules without compromising with data flow. Discuss with Stakeholders 01

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While doing Salesforce to Salesforce data migration it is important to take care of the order of custom objects. As every object has a relationship with other sub- objects migration experts must follow the right order while carrying out such operations. For this migration experts may need to include the fields of each object into other objects. Have an Order for Importing Data 02

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Salesforce to Salesforce migration can be carried out smoothly provided your migration team do not transfer large data sets together. Feeding small data to the sandbox will expose the major issues which can be later fixed by testing. Your team may require repeating this process until all issues are resolved. Small Subset of Data to Begin With 03

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In order to have seamless data migration it is essential to review and disable any active triggers or workflows. Failing this can affect the object behavior and there is a great possibility that those triggers could lead to sending thousands of unnecessary emails to customers. Review Active Workflows and Triggers 04

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