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Salesforce data migration

Salesforce migration services: move your CRM data without losing trust in it

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.

  • Migrations from other CRMs, spreadsheets and legacy databases into Salesforce
  • Org-to-org consolidation and Classic to Lightning moves
  • Field-level mapping documents you sign off before any load
  • Reconciliation reports after every test and production load

Common migration scenarios

Legacy CRM to Salesforce

Accounts, contacts, opportunities, activities and attachments moved from another CRM with history preserved where possible.

Spreadsheets to Salesforce

Customer and pipeline data scattered across files brought into one model, with duplicates resolved.

Org consolidation

Two or more Salesforce orgs merged after an acquisition or reorganisation.

Classic to Lightning

Page layouts, buttons and custom code reviewed and rebuilt so users get the Lightning experience.

How we protect data quality

  • Profiling the source data to find duplicates, gaps and inconsistent values
  • Agreeing ownership rules, picklist values and record types before mapping
  • Running test loads into a sandbox and checking record counts and samples
  • Keeping an audit trail that links each Salesforce record back to its source ID
  • Planning a cutover window and a rollback option for the production load

Migration steps

  1. Step 1

    Assess the source

    Inventory of objects, volumes, attachments and quality issues.

  2. Step 2

    Map and clean

    Field mapping, transformation rules and agreed clean-up.

  3. Step 3

    Rehearse

    Test loads into a sandbox with reconciliation and user checks.

  4. Step 4

    Cut over

    Final load, validation, user sign-off and decommission plan for the old system.

Frequently asked questions

Can you migrate attachments and email history?

Usually yes, depending on how the source system exports them. We confirm what can be moved during the assessment.

Will users need to stop working during the migration?

We plan the production load for a quiet window and keep any freeze on the old system as short as possible.

Which tools do you use?

We choose based on volume and complexity, from Salesforce Data Loader to ETL tools and custom scripts, and explain the choice in the plan.

Tell us what you are working on

Share your goals and current setup. We will come back with questions, a suggested approach and the next steps.

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