Tips for Seamless Data Migration in Salesforce

Tips for Seamless Data Migration in Salesforce

Introduction Data being the backbone of today's business entities provides the competitive edge for any business enterprise over its competition.

Whatever might be the nature of any Data Migration, the final objective is to improve corporate performance and enhance customer delivery better than the competition. Data migration is a onetime activity and Salesforce Data Migration has its own complexities and unique processes for Data Migration.

Helping Tips to Perform Data Switch Safely Use Salesforce Migration Tools

Do Data Cleansing

01

01

Test the CRM

02

05

04

Create a Data Migration Workbook

01 01

Use Salesforce Migration Tools

Migrate your Legacy data to Salesforce by using automatic mode and avoid manual work. Salesforce data loader Wizard helps to migrate all the custom fields and modules from current system software to salesforce.

02 01

Test the CRM 02

Salesforce Data Migration offers free trial and it would be useful to

ADD YOUR TITLE HERE use the platform to test drive the migration activity by using your data. It Sometimes you need to look back, otherwise youoptions, will never would be better to compare all functionality automation and know what you have lost. configuration choices to ensure that the future software is a good fit for your organisation.

03 01

Do Data Cleansing 03

Before migrating your data to Salesforce platform ensure that it is cleansed YOUR TITLE HERE and structured properly toADD eliminate all unnecessary information. Make Sometimes you need to look back, otherwise you will never sure that all historical information of customers or outdated data are know what you have lost. handled separately so that unnecessary data don't get migrated to Salesforce.

04 01

Create a Data Migration Workbook 04

It is very useful to create and follow a data migration workbook ADDMigration YOUR TITLE HERE throughout Salesforce Data process. In this work Book you Sometimes you need to look back, otherwise you will never can consolidate information related to data mapping for each object know what you have lost. involved in the Salesforce Data Migration process.

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