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Salesforce data migration
Whether you are leaving another CRM, consolidating Salesforce orgs or moving from Classic to Lightning, the hard part is the data. We plan the mapping, clean what needs cleaning, rehearse the load and reconcile the result.
Accounts, contacts, opportunities, activities and attachments moved from another CRM with history preserved where possible.
Customer and pipeline data scattered across files brought into one model, with duplicates resolved.
Two or more Salesforce orgs merged after an acquisition or reorganisation.
Page layouts, buttons and custom code reviewed and rebuilt so users get the Lightning experience.
Step 1
Inventory of objects, volumes, attachments and quality issues.
Step 2
Field mapping, transformation rules and agreed clean-up.
Step 3
Test loads into a sandbox with reconciliation and user checks.
Step 4
Final load, validation, user sign-off and decommission plan for the old system.
Usually yes, depending on how the source system exports them. We confirm what can be moved during the assessment.
We plan the production load for a quiet window and keep any freeze on the old system as short as possible.
We choose based on volume and complexity, from Salesforce Data Loader to ETL tools and custom scripts, and explain the choice in the plan.
Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.
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