Data Migration

Before going live with Salesforce, it might be needed to migrate existing data, such as customer information, from your legacy system to your new Salesforce org. Data migration could be a complex process and requires proper planning. The first step is to determine what information should be extracted from the legacy system and moved into Salesforce. Then, a crucial step is to define the table/object and field mapping, thereby paying attention to field types, required fields, and foreign keys. The next step is to determine the right order of migration (for example: first users, then accounts, and lastly account-related data – such as opportunities and cases). Finally, before executing the data migration, it is important to make sure the data is clean and complete.

Forcelution can advise on the whole data migration process, recommend the most suitable data loading tool and API, and help with the execution of the data migration.