Salesforce Data Migration experts facilitate the transfer of data from any database to Salesforce as per the standard protocol and ensure that the business logic and workflows are maintained. To know more about Salesforce Data Migration, https://www.damcogroup.com/salesforce/Salesforce-Data-Migration-Services.html/

1. Cover
Migrate your Salesforce Data
to Grow Business

2. Introduction
Data Migration is not just moving of
records from one system to another
but is in fact a challenging and time
consuming task. It requires planning
and understanding of the previous
systems as poor migration could
lead to eventual loss of important
data. There are many factors that
need to be considered while
Salesforce Data Migration
depending on the complexity of
source data, to make sure that all
data is imported as per the standard
protocol.

3. Best Practices for an Efficient
Salesforce Data Migration
A
B
C
D
Identifying Required
Fields
Set Order of Migration
Create a Data Migration
Workbook
Consideration for
Data Load

4. A: Identifying Required
Fields-
Identify the fields
involved in process
such as required fields,
optional fields, legacy
IDs, business rules and
system generated fields.
B: Set Order of Migration -
Relationship between
objects and dependencies
decide the order of
Salesforce data migration.
Relationships are generally
expressed through lookups
and lists whereas IDs
create the relationships in
database.

5. C: Create a Data
Migration Workbook -
It's better to have and
follow migration
workbook as it holds
the data mapping for
each object in the
process. You can
personalize the
workbook based on
your specific business
requirements.
D: Consideration for Data
Load-
Cleanse and optimise your
data before loading and use
bulk API for better
throughput. One can
increase load performance
by deferring the sharing
calculations until the
completion of load.

6. Poor Planning
Importing Large Data in
Production
Environment in one go
Importing in Random
Order
AvoidableMistake
01
0302

7. Cover
Thank You
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Thank
You
+1 609 632 0350
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www.damcogroup.com/salesforce