Salesforce Data Migration - Best Practices

Data migration and integration involves combining and reconciling data that often resides in different places, which can be on-site or in the cloud, and is intended to give users a unified view of this data. This process can become a significant undertaking in a variety of situations. Data migration and integration issues are increasing in frequency as the volume, the number of sources, formats, and the need to share existing data increases. Your success and ability to reduce risk in any data initiative can be enhanced by appropriately addressing the following best practices. CRM manager can work with you to leverage these best practices and define a data migration approach using our methodology. Assessment

Determine how you will leverage your Data  Data Migration JM

Analyze the current environment, identifying where and how the data will be leveraged and who will actually use the data. Determine how data will be used differently going forward.

Complete a Current State Data Assessment

Data is dynamic—changing all the time—and it is tied directly to business processes and uses. Establish data standards and define business rules for migration and ongoing data use with owners and subject matter experts.

Account for Data Quality, Especially in Legacy Systems   

Migrating involves more than moving data. Perform a thorough quality assessment to ensure standardization that supports new uses and users' current and future needs. This should include a review of the end-state data model, de-duplication, removal of non-relevant data, and any data transformation that is required.

Planning & Preparation

Validate and Redefine Business Rules

Data must comply, and be compatible with, current business and validation rules. Define rules for one-time data conversion and migration, while designing them for adaptability to future requirements.


Take Responsibility for Your Data Migration

The company, not only the systems integrator, must live with the results of data migration. Based on aptitude and attitude, find the right people to manage processes and technology correctly.


 Validate Throughout the Process

Don't wait until migration is completed to look for problems. Fixing mistakes after the fact are exorbitantly expensive. Carefully choose testing and evaluation personnel based on critical participant and data consumer needs.

Engage the Business & Measure Impact

Take your time in determining who should be involved in testing, evaluation and final sign-off of the data migration, while being keenly aware of the data's ultimate consumer. After "go-live," focus on operational business processes to maintain relevant, high-quality data.


Ensure that Governance Rules are Established Early and Define Who Is Responsible for the Data

After determining who owns and has final say-so over information, establish strategic and operational data "stewards" aligned to "C-level" sponsors for continuing guidance on scope, direction and support.

BlogJohn McCloskey