Effective migrations that boost productivity
Every business has dealt with this dilemma at some point in their growth cycle. Migration of data is not only time consuming but can also turn out to be expensive if not done right the first time.
Some of the challenges that make it a difficult process to manage without proper planning are lack of adequate understanding of the amount of data to be migrated, improper allocation of resources to deal with the work involved.
Lack of attention towards these problems, will result in poor user adoption or even inefficient customer relationship management.
Planning an effective migration
There are several factors that need to be taken into consideration for an effective migration of data.
-Decide whether it will be a manual migration or with the help of Metadata API.
-Map users of the data to ensure the right person has access to the relevant records.
-Ensure that organization wide security defaults are replicated in the new environment.
-Delete any duplicate data files and cleanup any inactive applications.
-Check the Salesforce environment is large enough to accommodate the new data being migrated into it.
-Define and implement naming parameters to ensure a systematic organization of data.
-Backup of old data should be completed before the migration.
-Establish a timeline for migration and testing of the data migration before rolling it out to the users.
6 best practices for effective Salesforce data migrations
-Identify the stakeholders for data involved.
-Make sure the data is relevant and updated.
-Understand how the data needs to be used going forward.
-Prepare the data for transfer and a destination org environment.
-Complete the migration and run a test migration.
-Validate the data and ensure it is ready for use.
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