Salesforce Data Migration Practices

SalesforceFebruary 2, 20225 min read

Data migration in Salesforce can feel extremely overpowering, particularly assuming that you have a huge volume of data. It requires some investment and energy and if not done erroneously, can prompt grimy information and inconsistent outcomes, which prompts doubt in the whole framework.

In a bad situation, user reception drops off, and the framework turns out to be totally futile to your association. The great information is fundamental.

Information relocation isn’t enjoyable. It’s manual, tedious, conscientious work. What’s more, a great deal can turn out badly. As specialists, we’ve helped keep associations as such effectively, and we’d prefer to share our Salesforce data migration best practices with you.

Data Migration Best Practices

A. Planning

Data Migration:-

There are two different data migrations regular data streams between two critical frameworks and once movements during a shift to another framework. Assuming you’re setting up a reconciliation between two business applications, information will move between them regularly. Be that as it may, in case you’re moving everything to a totally new application – Salesforce for this situation you’ll have to plan for a much bigger task. In this post, I will talk about the last option venture and how to move your information from a heritage framework to Salesforce.

Scope and Timeline:-

Before information planning begins, before you begin working out headings for your information groups, you must guide out the whole task through the extension, timetable, and spending plan. This progression feels drawn-out yet brings about an arrangement that surveys and gets ready for each likely danger and assigns all necessary assets in advance. Specifically, it assists us with choosing how much information we relocate and how far back we go for any substance in our source, just as assembling target information models.

Stakeholder:-

Try to incorporate every key stakeholder; any individual who routinely collaborates with the information ought to have a pioneer remembered for the venture to address their particular necessities, particularly the people who interface with pertinent information in upstream as well as downstream frameworks. Salesforce regularly needs to function admirably with different frameworks, and preparing upstream/downstream frameworks to be the source/focus of Salesforce information is vital. Circling in all important gatherings guarantees your information movement objectives line up with your general business objectives in the last application.

Document Things:-

A well-organized plan is written down, so documents by all means including. Build up naming shows, and characterize the reason and arrangement of each datum field, particularly custom fields. The last option is the place where we see the most issues custom fields need clear definitions so that all colleagues associated with the information see how to utilize them.

B. Clean Data

Migrations:-

Data migration is the best way to clean your data. Try to find and eliminate all duplicities, tidy up those location lines, and eliminate unessential fields and qualities. You’ll likewise possibly run over void fields and missing data, and this is a magnificent opportunity to find that information.

Data Validity:-

Information approval should happen in two phases in your information relocation project during the cleaning and prep stage, and toward the end, during QA in the new application. Here is the place where a more logical and detailed approach pays off. Search for data falling outside of range constraints, set up expression patterns, and fields violating information type constraints. Also, make sure to consider the data accuracy that can’t be surveyed initially. This might require approval through an external review tool.

Backup the Clean Data:-

Further, back up this clear version of your data information, in the event, your first attempt at the movement doesn’t work out as expected. This is a good time to build up a backup. plan.

C. Data Migration Methods

Salesforce Data Loader and API:-

The Salesforce Data Loader and Bulk API cooperate to move information all through your applications on the stage. Salesforce gives different APIs, similar to SOAP and REST APIs, to move various information types all through the framework. As we’re zeroing in on moving information from a heritage application to another stage forever in this guide, it is recommended to use a bulk API tool.

Assuming you’re dealing with a moderately fundamental movement, you might have the option to utilize these devices without SQL experience. Nonetheless, assuming that you’re moving a great deal of information and need custom principles and work processes set up, I enthusiastically suggest working with an Apex and SQL developer.

D. Sandbox Test Run

The bigger a Salesforce data migration project, the almost certain you are to run into some unforeseen issues. You would rather not be scrambling to investigate during the enormous scope relocation, so I energetically suggest running a test with an example size in a Salesforce sandbox.

A Sandbox is a copied version of your production environment. By testing your relocation with an example size of information in it, you’ll get a much clearer image of how well your movement will go, how long it will require, and potential mistakes you’ll confront.

E. Migration

You’ve set up the essential advances and securities. Presently it’s an ideal opportunity to launch. It’s recommended to turn off robotized work processes, cycles, and email deliverability during your relocation as well. The last thing you need is a lot of messages to go to contacts on mishaps.

F. Post Migration Data Validation

When all information seems to have moved over to Salesforce, it’s an ideal opportunity to run an information approval check. In case any blunders have sprung up, investigate and afterward reimport just the impacted documents to try not to make copies in your new application.