Data migration is simply moving data from one location to another. Migration may mean changing formats or changing applications in the process. The process takes planning and care. Some data takes special handling due to sensitivity, and some data needs to be cleaned up and deduped before the process begins. But at heart, all data migration is a three-step process:
- Extract the data from the source
- Transform the data to meet new specifications and testing
- Load the Data
When is Data Migration Necessary?
- Merging with another company: If a company merges with another organization that also uses Salesforce, it may need to combine its data into a single Salesforce instance.
- Switching from a different CRM system: If a company is currently using a different CRM system, it may want to change to Salesforce and will need to migrate its data to the new platform.
- Data Consolidation: A company with multiple Salesforce orgs may want to consolidate the data into a single org for better data management and reporting.
- Data Archival: As the data grows over time, it may become necessary to archive old data to improve system performance and reduce storage costs.
- Data Governance: As data privacy regulations become increasingly strict, companies may need to review their data and remove any sensitive information to comply with regulations.
Are you planning a Salesforce data migration but unsure of where to start?
Data migration can be daunting, but with the right approach and tools, it doesn’t have to be. At CNL, we understand organizations’ challenges when migrating data to Salesforce. In addition, we know that data migration can be time-consuming and complex, so we offer a comprehensive range of services to help our clients.
Our team of Salesforce experts can assist with data migration planning, execution, and testing to ensure a smooth transition. We use proven methods and tools to minimize the risks associated with data migration and ensure that your data is accurate and complete while saving time and resources.
Don’t let data migration prevent you from getting the most out of Salesforce.
Contact us today to learn more about how we can assist you with your data migration needs.