Migrate your Salesforce Data to Grow Business

Cover

Migrate your Salesforce Data to Grow Business

Introduction Data Migration is not just moving of records from one system to another but is in fact a challenging and time consuming task. It requires planning and understanding of the previous systems as poor migration could lead to eventual loss of important data. There are many factors that need to be considered while

Salesforce Data Migration

depending on the complexity of source data, to make sure that all data is imported as per the standard protocol.

Best Practices for an Efficient Salesforce Data Migration

A B

Set Order of Migration

C Consideration for Data Load

Identifying Required Fields

D

Create a Data Migration Workbook

A: Identifying Required FieldsIdentify the fields involved in process such as required fields, optional fields, legacy IDs, business rules and system generated fields.

B: Set Order of Migration Relationship between objects and dependencies decide the order of Salesforce data migration.

Relationships are generally expressed through lookups and lists whereas IDs create the relationships in database.

C: Create a Data Migration Workbook It's better to have and follow migration workbook as it holds the data mapping for each object in the process. You can personalize the workbook based on your specific business requirements.

D: Consideration for Data LoadCleanse and optimise your data before loading and use bulk API for better throughput. One can increase load performance by deferring the sharing calculations until the completion of load.

Importing in Random Order

02

Avoidable Mistake

01

Poor Planning

03

Importing Large Data in Production Environment in one go

Cover

Thank You Thank

You

Insert the Sub Title of Your Presentation

+1 609 632 0350 info@damcogroup.com www.damcogroup.com/salesforce