Effective migration has always been troubling and challenging work for any Salesforce professional. However, if you have a good understanding of what data migration is along with some of the variables that everyone is supposed to hold in mind for Data Migration Strategies, the process becomes very straightforward...
Effective migration has always been troubling and challenging work for any Salesforce professional. However, if you have a good understanding of what data migration is along with some of the variables that everyone is supposed to hold in mind for Data Migration Strategies, the process becomes very straightforward.
Identify the required fields:
The first step is to list the fields involved in the migration process:
In Salesforce, relationships that exist between objects and dependencies dictate the order of migration. For example, all accounts have owners, and opportunities are associated with an account. In this case, the order would be to
Load users
Load accounts
Load opportunities
Relationships are expressed through related lists and lookups in a Salesforce application while IDs(foreign key) create relationships in a database.
Data Migration WorkbookCreate and follow a data migration workbook throughout the scope of migration. This is a consolidated workbook that holds the data mapping for each object involved in the process. A single template with multiple tabs (one each for each mapping object) including a DM checklist and storage requirements. The workbook can be personalized based on your own business requirements.
Pre-data migration considerations:These best practices can help you prepare for and execute a successful large-volume Salesforce data migration.
Things To Consider Before You Move Data with Salesforce Migration:
1-User mapping is important before you start. You should clearly understand how the user IDs of the existing system match those of the new system. It is critical to make sure that the record ownership is set up correctly in the new system.
2-Revisit the organization-wide defaults and existing profiles. These are foundations of security and safe Salesforce migration.
3-Make sure that you have a couple of licenses available for the old instance for a few months after the cut over date. If after migration you face any issues, you can go to the old instance and investigate the issues.
4-Keep watch on the space you are consuming. When you move additional data to a system it is important to consider space. Ask your Salesforce representative to buy extra space in the new system.
5-It is important to consider the order of insertion when you insert records in a new system. For example, you insert accounts first and then all the contacts so that the relationships between these two objects are set properly.
6-It is very important to plan out the Salesforce migration first so that the users are well informed about the cut-off date and possible issues which may occur. It is a good idea to have pilot users test the migration for some period of time.
7-Before you roll out the instance to others, be prepared to perform testing as a developer and perform sanity testing directly with Salesforce.
Salesforce data migration is an important task required for providing effective data solutions to an organization. It must be performed carefully without affecting the quality of data in the system.
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