With Dreamforce’16 Data Migration Will No More Be a Daunting Task


Data center relocation, website consolidation, storage equipment replacement/upgradation or server maintenance; these are a few business operations that take place periodically and it is not the culture, but a necessity of an organization.

And, many times it lead to issues of compatibility, downtime, costly resources consumption, data validation, performance, data corruption, data loss, application performance and many more. Right, isn’t it?

Not one, but many of the enterprises face such issues and struggle to overcome the data migration challenges. And, you might be also one of them who are facing the challenges.

Although, we have listed a few data migration challenges which you have gone through. But the good news is, you can meet us this Dreamforce’16, if you are not able to figure out the challenge that your business is facing.

Data Migration Challenges – Which one is sounding familiar?


  • Messy Data


Ofcourse! You cannot deny that your organization is not having duplicate, inconsistent, incomplete and unmanageable data. When it happens with your data, it automatically becomes a mess. And, you feel like tearing your hair when you search for important data, but don’t find it.

  • Data Mapping Complexity


Creating the data backup before migration is not really easy as it sounds. Yeah! That’s the truth. When you create the new database or a copy of data present in a legacy system, it gets difficult to create the new fields; field name, tables or table name. Altogether, it become a great confusion, when there are thousands of table.


  • No Data Formatting


Before you migrate data, it is important to format the data properly such that when the new database is created, it doesn’t have any corrupted data or confusion. Sometimes, duplicate fields or fields with similar names are created which later turns into nothing, but a mess. And, then you wish for a consistent data.


  • Importing Huge Data


Anyhow, you have managed data cleaning, mapping and formatting; the very next thing for you is to import. And, importing won’t consume a lot of time, but it will, if you are having loads of data. All you will left with is only more resources consumption or expenses to complete the task timely and precisely. This is when you will wish for a magic to happen.


Thankfully! You can overcome all data migration challenges.

Business aces who have found out the key to unlock all the data migration implementation solutions are enjoying their success at fullest.

But, what is that code which can serve effective planning, implementation and validation with data migration? Bingo! It is none other than Salesforce Data Migration!

Salesforce Data Migration is the only path that can pave to understanding design requirements, hardware requirements, replication requirements, data value and data volume. Wait! There is more that Salesforce Data Migration can do; eliminate human intervention, boost migration speed, remove unnecessary/repetitive data and minimize application downtime.

Still, there must be many who want to explore, ‘why Salesforce Data Migration?’. For them, we have brief on Salesforce Data Migration features.

Why Salesforce for Data Migration?

Salesforce Data Migration is the best option when your data is stored across diversified e-mail accounts, spreadsheets, ERP and accounting system, but you need to pile all at one place without any errors. Here, Salesforce will do the magic by doing the following:


  • Extraction. Analyze and get the data out of the systems.
  • Transformation. Simplify and standardize the data.
  • Loading. Set up data into Salesforce.
  • De-Duplication. Remove duplicate data.
  • Enrichment. Collect missing or useful quality data.


Sounds good. Right? But, before you dive into the Salesforce Data Migration process, take a quick glance over a few crucial tips that can help you implementing the Salesforce Data Migration successfully.



Salesforce Data Migration – Key Considerations

Being associated with an enterprise, if you are the one who take care of the data migration process. Ask yourself a set of following questions:

  • Is there any duplicate data?
  • Who is having access to this data and from where it is originating?
  • Does any of the data needs transformation?
  • All the data is clean and complete?
  • Is there any need of adding additional or custom fields?
  • Is the existing data useful or it need some changes?
  • Naming conventions are consistent throughout or it varied?

Once, you are done asking yourself such questions, make sure you avail facile Salesforce interface. The reason being, associated elements like services, sales and marketing are the building blocks of industries. Also, it is important to avail custom sales initiatives, seamless process and promotion adoption by users.

It is, therefore, the best to go with marketing automation strategy. Because, it is the only way to manage and convert leads to get potential customers.

Smoothen the Transitions. How to amend the small steps and how to get compliance approval are the major issues during any transitions. So, always make sure while implementing data migration that all level of users and customer-focused strategy is boosted throughout. Understanding all these key points will aid you understanding your customers better and ultimately, you can fulfill all their needs.

Anywhere and anytime accessibility. In the fast pace moving world, it has become important to get things at the fingertips, anytime and anywhere. So, ensure that you adopt Sales Cloud solution. It will aid in accessing social, mobile and analytics accounts across all the devices and moreover, collaborate and close deals.

This is not the end of the list which you should pin before employing Salesforce Data Migration. Forecasting accuracy, productivity, customized campaigns and smart decisions are another set of business requirements and could not be ignored. But, the good news is, these can be all fulfilled by Salesforce Cloud services that will combine all the insights to furnish the investment process & marketing activities.

Now, when you have completely drenched with the key considerations for Salesforce Data Migration. Let us have a look onto its process of implementation.


Salesforce Data Migration Process – A Brief

It is well and good that you understood the perks of Salesforce Data Migration and implementing the same will add wings to your business process. But, it is equally important to understand the various steps involved in the process.


  • Monitor Customer’s CRM


Data Migration becomes easy when unique customization is done to enhance the business flow. And, this is done by inspecting the tasks, actions, calendaring notes, email templates, documents and similar stuffs.


  • Backup the Database


Create the copy of SQL database and save it onto the secure local SQL server for future retrieval.


  • ERD & Filter Tables for Import


Once the database is cracked and ERD (Entity Relationship Document) is created, view the table structure and count the number of tables. There could be hundred or even thousands of tables, but then comes the Salesforce that will do the magic and identify the useful tables in instance. Thus, enabling to start mapping the fields.


  • Field Mapping


What if, when you have to map each field of the spreadsheet and its corresponding field is used by the client. This could take a huge time, when there are hundreds and hundreds of fields. Worry not, when there is Salesforce with ability to do this task tediously.


  • Additional Considerations


Just considering the tables and its fields are not just enough while data migration process is carried out. Instead, there are many more elements like how to tackle with inactive users, security concerns, record ownership, system time/date format, all important fields and sharing settings.


  • Initial Import


Initial import is done into a testing environment or Sandbox, so that there occurs no impact on existing users and live data.


  • Scripting


Once the initial mapping is done, it is important to do scripting so as to automate the transformation from legacy CRM’s table to Salesforce.


  • Validating from Client


Clients knows their data better. Thus, ask the client to share a few data, so that it could be compared and validated with Salesforce data.


  • Acceptance from Client for Data Validity


Process of data mapping and other procedure is repeated until the client verifies that all the data imported to Salesforce is accurate. Once, it is all verified, client’s acceptance becomes the next thing to be acquired.


  • Final Import


It is not possible to pull the data of clients even when they are working on it. Thus, finalising the cutover date and freezing to use their system is important. At the cutover date, client’s last or final data will pulled and migrated, so that client could stop working in the legacy CRM and work focusing on Salesforce.


  • Post Data Migration Support


Once the Salesforce Data Migration process is completed, it is important to provide the client support, if in case, something is missed during validation or acceptance.

Now, if you are thinking that Salesforce Data Migration process is such a complicated one, then you are absolutely wrong!! There are a few tools that will simplify the entire process.


What are Salesforce Data Migration Tools?

Salesforce Data Migration tools can carry out the Extract, Transform and Load (ETL) process that are very dynamic and powerful. It serves access to all the Salesforce data objects and own ability to work on more than 50,000 records in Salesforce.

Depending upon the different needs of the industries, tools with varied degree of functionality, strength and performance can be availed. Even there are some tools that are specifically designed for handling the complex issues. Here, we have listed a few of the commonly used and popular tools.


  • Dataloader


Being a cloud based solution, Dataloader owns similar features of a standard desktop app. When it comes to look and feel, Dataloader is much better than that of Apex data loader. Additionally, it offers some additional functionality like automating the field mapping and exploring lookup fields on the basis of ID and name.


  • Apex Data Loader


Without any attractive look and feel, Apex Data Loader makes data import and export, a piece of cake. There exists an “upsert” option within the app that helps updating the existing records. All that is required is, Salesforce ID and external ID for finding a match for a specific record. In case, it doesn’t find the record, it simply create a new record. For those, who update their data frequently, this is the best fit.


  • JitterBit Data Loader


Easy management and immense functionality for data migration is the desire of every enterprise. JitterBit Data Loader is the answer, when such requirements are essential and there are ad-hoc tasks. The tool is not limited for insert, update and upsert features, but also delete, query and bulk load.

Salesforce will do all for you ranging from data migration to offering its easy-to-use tools. But, there are some best practices to carry out the Salesforce Data Migration process more precisely and swiftly. Let us soup up best practices for Salesforce Data Migration.

You will definitely agree with the fact that each and every bit of enterprise process needs facile, swift and secure. All these elements has become the need of an hour to revamp the business process, sales and growth.

Many of the enterprises have already tasted cutting-edge technology, automated process and other platforms required to gain high ROI (Return on Investment). You can also celebrate the immense sales and growth, if you adopt facile data integrity, smooth transition and record tracking.

We can help you with giving a tough competition to your domain industries, especially when you are looking forward for server upgradation and need reliable data migration. Enjoy the very precise, fast and smooth Salesforce Data Migration process with the following tools used by us:

  • Data Loader
  • Data
  • Data Loader command line

Wait! If you are thinking that you will get standard Salesforce Data Migration service. Let us correct you; we will serve you the custom Salesforce Data Migration process too that will meet your business requirements and serve you the best results.

HytechPro, as a Partner

In the recent years, the presence and necessity of Salesforce has reached the next level. In this scenario, we put ourselves as a key potential partner in providing Salesforce services to industries including healthcare, banking, finance and insurance across the globe.

We as a Salesforce services partner, hold in-depth expertise in offering our very own custom frameworks. Our offerings are available for both enterprises and end market.

Our Salesforce expertise includes:

  • Salesforce Lightning
  • Salesforce CRM Consultation
  • Salesforce Sales Implementation
  • Salesforce Sales Cloud
  • Salesforce Data Migration
  • Salesforce Data Management

All we need is your idea, and we shall discuss on how thought provoking solution can be developed. Let us know, if you want to begin on this.

Let us know, what you think:


Contact Number: +1-888-683-8281


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