Minimal-Risk Salesforce Data Migration Techniques

Minimal-Risk Salesforce Data Migration Techniques

Introduction

Migrating data successfully from the legacy system helps in upgrading an organization's database through enhancing the quality, integrity, and security. However, it can be a daunting task when the database is voluminous.

While doing Salesforce to Salesforce Data Migration, it is important to follow standard practices that can ensure data flow is not compromised.

Steps to make the right decisions while planning for Salesforce Data Migration

Discuss with Stakeholders Small Subset of Data to Begin With

Have an Order for Importing Data Review Active Workflows and Triggers

01

Discuss with Stakeholders Before going ahead with the migration process, migration experts must have a thorough knowledge of the structure and flow of data. Discussing it with relevant stakeholders will enable the implementation team to decide the required modification in field and validation rules without compromising with data flow.

02

Have an Order for Importing Data While doing Salesforce to Salesforce data migration, it is important to take care of the order of custom objects.

As every object has a relationship with other subobjects, migration experts must follow the right order while carrying out such operations. For this, migration experts may need to include the fields of each object into other objects.

03

Small Subset of Data to Begin With Salesforce to Salesforce migration can be carried out smoothly provided your migration team do not transfer large data sets together. Feeding small data to the sandbox will expose the major issues which can be later fixed by testing. Your team may require repeating this process until all issues are resolved.

04

Review Active Workflows and Triggers In order to have seamless data migration it is essential to review and disable any active triggers or workflows.

Failing this can affect the object behavior and there is a great possibility that those triggers could lead to sending thousands of unnecessary emails to customers.

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