Best Practices for Efficient Salesforce Data Migration

Best Practices for Efficient Salesforce Data Migration

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.

Importing Tools of Salesforce

05 Understanding the Requirements of Data and Salesforce

01

Measuring the Compatibility

04

02

03

Using Jitterbit Data Loader

Talend Open Studio

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.

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.

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.

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.

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.

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