The document discusses successful data migrations and emphasizes the importance of understanding business processes over just handling data. It provides tips for effective data migration, such as backing up original data, utilizing unique record identifiers, and maintaining clear communication among users. The authors share their experiences and solutions to common pain points in data migration scenarios.

1. August 24, 2017
How to Achieve Successful
Data Migrations

2. Nana Gregg
“You Got This!”
VP | Sr. Salesforce Administrator
• Cloud Force Collective Podcast Co-Host
• Declarative Developer, Administrator
& Analyst for over 10 yrs
• Salesforce MVP since 2015
• I <3 vlookups
Twitter: @nanahg3

3. Jennifer Davis
“Never Stop Learning”
Salesforce Administrator & Analyst
• Salesforce Admin/Analyst since 2002
• Salesforce MVP 2014-2017
• Mother, Mindfulness
& Quartz Crystal Gems!
Twitter: @crmsalesgem

4. “You are a self-rescuing princess, Emily.”
VP Customer Experience
• SFDC Women in Tech User Group leader
• Marketo Revvie award nominee
• Logic puzzles are my jam
Twitter: @raincitye
Erin Peterson

5. • Sales
• Marketing
• Customer Success
• Analyst
• More than one of the above
[Poll] Which of these users ask you for data integration support?
6

6. Data Integration? Should Be Easy, Right?
Analyst
Provides ROI
data based on
conference
attendance
using BI tool
Customer Success
Wants to know
which of her
customers
attended a
conference
Marketing
Has a list of
people who
attended a
conference
Sales
Needs to call
prospects
attending a
conference
Is it just about
the data?

7. Data Integration? Should Be Easy, Right?
RealityIdeal

8. Identify the Players
Understand the Process
Develop the Solution
Time to Problem Solve!
(What CRM Admins Do Best!)

9. Data Integration is more about business processes than the actual data itself.
Knowing all the players involved takes skill, and keeping the focus on
developing efficient processes is the ultimate goal.
DATA
Process
Owner
Input
Customer
Output
Customer
Executive
/ Analyst
Admin /
Developer
User
DATA
DATA
DATA
DATA
DATA
DATA
Identify the Players Understand the Process Develop the Solution

10. Don’t ever purposely lose data! Preventing disaster is as easy as saving an excel file!
Successful Data Migrations Tech Tip 1:
We cannot stress enough…Back Up Your Data!
Always keep a copy of your original data before you update records.

11. Successful Data Migrations Tech Tip 2:
Familiarize Yourself with Unique Record Identifiers
Salesforce IDs, External IDs, and Your Own Hidden ID (if needed)
Take the guesswork out of matching up data!

12. Successful Data Migrations Tech Tip 3:
Communication is Key!
Avoid surprising your users with simple email notifications!
Easy Communication Difficult Communication

13. Success Stories
Nana Gregg
Pain Point: Too many Sous Chefs, no
Head Cook!
Solution: ID key players, foster shared
goals, translate & communicate!
Jennifer Davis
Pain Point: Execs request sales statistics
in a CRM w/o a BI tool
Solution: Make the data work for you!
calculate $$$ vs time in excel & import
into a custom object/sales statistic table
Erin Peterson
Pain Point: MarTech stack sprawl
Solution: Add thoughtfully and remove if
KPIs not met. Create a MarTech Counsel;
MarTech portal to centralize resources,
training, requests; monthly meetings with
defined agenda.

14. X-Author for Excel Demo
15

15. Questions?
16

16. Thank you!
Erin Peterson
@raincitye
Nana Gregg
@nanahg3
Jennifer Davis
@crmsalesgem