How Can Salesforce Consulting Services Help in a Smooth Migration?

Salesforce consulting services exist to help prepare, migrate, and validate a smooth data migration across different orgs. Transferring data is challenging, so we recommend seeking help from professional consulting services to plan and oversee the entire process.

Putting the entire process into detail will increase the likelihood of running smoothly, especially when large data chunks are involved. Consulting services can also do data cleanup simultaneously, maintaining data accuracy in the system.

Working with consulting services that provide migration assistance means gaining access to technical assessments, planning, recommendations, support, and maintenance. Data privacy and security are also significant during the migration process. Professional consulting services can help maintain privacy before, during, and after the migration.

They typically follow the following best practices for data migration.

Identifying the data that needs to migrate
Picking the objects that require migration is the first step. Some cases will involve migrating all object data, which is a large chunk of data.

Creating a template for the data
The Data Loader is the best tool to use for creating a template. We use the Data Loader to export a CSV file containing the fields from the object.

Some objects have mandatory field relationships, which affects the data migration order. For example, migrating Users first before Accounts and Opportunities, respectively. Identifying these fields and objects before the migration is essential because it should save you time.

Populating the templates
Export one data before doing a bulk export. Reviewing each field in the sample data can help consulting services identify possible pain points, which they can quickly remedy.

Preparing the destination org
Creating additional custom fields to store legacy data/information is an excellent approach.

Validating the data
The last step is validating the data in the new org after completing the data migration. These are some ways of doing it:

  • Creating a custom report to get an overall view of the data.
  • Spot-checking the data.