Data Migration

Simplify your data migration with the experts

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.

service image

Migration best practices

 

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.

“”

Full Story

Also of interest

  • Boost patient acquisition and engagement with Salesforce Health Cloud

    Attract, engage and serve patients in a customized manner read more
    header image
  • Six Consulting Inc. in Clutch 2018 Top B2B IT & Business Services List

    We're thrilled to be announce that Six has just been named one of the top system integrators on Clutch read more
  • Team Six at the GMSDC Spirit of Alliance Awards night

    Our team was excited to be a part of the awards night celebrating supplier diversity read more
    service image

Ask us anything. From basic questions to complex queries.
We’re ready to talk to you : 470-395-0200

or drop Niki a line at 
hello@sixconsultingcorp.com