Salesforce Data Migration Services

Salesforce Data Migration Services

Seamlessly migrate your business data with minimal disruptions to your business operations with the most trusted and efficient Salesforce Data Migration Services from 7CRM.

Migrate Data Easy and Safe

Maximize Value with the Right Data Migration Partner
In your Salesforce journey, moving your business data from any CRM or any system to Salesforce is not devoid of its share of challenges. It is a complex activity that needs the use of the right technical tools and methodologies. Moreover, moving data from the one system to another is not only a costly proposition but a time-consuming task – bereft of any easy workarounds. Our Salesforce Migration Service specialists are proficient in the various tools and techniques used for data migration. We deploy the best Salesforce Migration practice to reduce risks, maintain data integrity by eliminating errors – ensuring you a successful migration.

Mitigate Risks, Migrate Effortlessly

Challenges are not new to us; our experts deploy the right approach for a seamless, secure and smooth migration. Meticulous planning and use of the right resources can make Data Migration, a one-time activity, truly successful. We are adept at doing a proper estimation of the complexity of the project along with detailed planning and execution. We ensure your business data migration is done to seamlessly transfer data with minimal business disruptions.

Data Planning

For any data migration project, our focus would begin with our consultants drawing up a detailed plan to decide for more than one data source and information for each source.

Selection of Data

We identify the data gathered by different teams relevant to your business. Accordingly, we select on the data to be migrated as well as specific information needed from which system.

Data Mapping

Data preparation is done by ensuring each source system has a unique identifier. If there are no backend IDs for sales records in the CRM, we initiate data cleansing and data deduplication.

Data Migration

We migrate data from other source systems using the latest ETL tools. We choose a migration method based on the data volume and complexity of the source data.

Quality Assurance

After the migration of the data to Salesforce platform, we do Quality Assurance test. We ensure all the data is transferred correctly with the right formats and relationships without any errors.

Data Integrity

Data protection takes precedence to all our activities. During migration, we ensure that we maintain data accuracy and its consistency throughout.

Your Challenges, Our Data Migration Solutions

Inadequate Knowledge of Data Structures

We involve the stakeholders who are better aware of the data structure and its flow. Their feedback will be crucial for any modifications and to eliminate any issues that may arise initially.

Importing Large Volumes of Data

We never recommend importing the bulk of data in your production environment at once. Instead, initially, we migrate a small subset of the data in a sandbox and allow easy fixes.

Inadequate Testing at the End

We follow the tried and tested ways of testing by running reports at the end. To check the record counts, we use the developer console as well. We count records by SOQL queries or using filters.

Mapping of Irrelevant Data

As a one of prime steps of mapping process, we eliminate unnecessary data fields that may find use in only a few records. However, we add fields such as Legacy ID or User ID to the source data.

Planning the Order of Migration

We understand the importance of ordering the custom objects as in the case for standard objects. It is imperative to take care of the lookup relationships, by multiple inclusion of fields of same objects in other objects.

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