The document outlines a checklist for successful Salesforce data migration, emphasizing the importance of planning and preparation to avoid data loss. Key steps include identifying data, allocating resources, creating backups, selecting tools, and conducting test migrations. It also highlights common pitfalls to avoid and the benefits of using Salesforce migration tools for efficient and secure data transfer.

1. Checklist for successful Salesforce Data migration
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The migration of data from one place to another is just like traveling from one place to another
but it needs proper planning and preparation to avoid any misconception.
DATA MIGRATION

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In Salesforce, data migration is a very critical step that each and every user needs to do before
going live in order to shift all the existing data from your legacy system to the Salesforce Cloud
without any data loss.
Data Migration is a crucial step to be performed by many businesses for growth, improvement,
and successful Salesforce implementation.
SALESFORCE DATA MIGRATION

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Planning - The most essential step to be taken before migrating your data.

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TIPS AND TRICKS FOR SUCCESSFUL
SALESFORCE DATA MIGRATION
Identify the
data
Allocate the correct
individuals
Prepare data
Create a data
backup
Migrate
data
Select the right
tool
Execute a test
migration
Involve your stakeholders

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BENEFITS OF USING SALESFORCE
MIGRATION TOOLS
SECURE
AUTOMATED
CUSTOMIZED
DETAILED DATA
AND USER
MAPPING
FREE ESTIMATION
EASY TO USE
FREE SAMPLE
IMPORT

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● Poor quality data
● Lack of valuable resources and tools
● Omitting data mapping to a new structure
● Eliminating testing
● Dealing with unexpected issues and challenges
● Overlooking the permissions and access
THE COMMON DATA MIGRATION
ISSUE

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Follow the above tips and tricks right now for smooth and secure data migration process and
overcome migration issues.
Cloud Analogy, an official Salesforce Partner, acquires advanced tools and technologies to ensure
accurate and secure data transfer from another CRM system to any Salesforce edition swiftly.

9. THANK
YOU
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