Get the most out of your Salesforce Data Migration
Focus on seamless, accurate, risk-free migration of your data in Salesforce.
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Salesforce Data Migration Services
We implement Salesforce data migration best practices that assure successful data transfer by addressing all challenges, minimizing interruptions and eradicating errors. We not only have expertise in migrating data from third-party systems to Salesforce but also from Salesforce to any other CRM such as Zoho, service now and much more. With us, you get a holistic data migration service aimed at smooth, reliable, error-free migration of your data.
Salesforce data migration tools
We understand that transferring your business data from any external system to Salesforce or vice versa has its challenges. It is a complex procedure that requires the usage of correct technical tools and approaches. Moreover, migrating from one system to another is a tedious and expensive task. Our Salesforce-certified experts have mastered different ELT tools and techniques to ensure smooth data migration, such as:
- Data loader
- Workbench
- Apex data loader
- Import Wizard Salesforce
Our process
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1
Data Planning
We first understand what information matters to your business and determine the data extraction source.
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2
Data Organization
We organize your data to be migrated into your Salesforce by performing data audits through reports and security checks.
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3
Data Mapping
We start the data mapping process by verifying that each source system has its unique identifier.
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4
Data Migration
We work on migrating your data from your external source system to your Salesforce with the updated ELT tools.
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5
Quality Assurance
We perform a quality assurance test, post-migrating data to your Salesforce System, to check data validity.
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6
Data Integrity
Throughout the migration process, we look after the safety and accuracy of your data.
Data Planning
We begin the process by knowing what information is crucial to your business and analyzing the data sources and objects to be transferred. As well, create a detailed plan classifying your priorities for smooth data migration in Salesforce.
- Get to know your needs.
- Selecting the data to migrate from each system.
- Crafting a detailed strategy.
Data Organization
We do structuring of data which assures the maintenance of data quality. For the organization of your data, we audit the records by running reports and security audits to assess the undesirable data.
- Organization of selected data.
- Performing a data audit.
- Evaluating junk data.
Data Mapping
We prepare the data by ensuring that every file in every source system has a unique identifier. Furthermore, we verify that the ids are placed correctly; otherwise, data cleaning and DE duplication are performed.
- Checking each source system.
- Verification of IDs.
- Data cleansing and DE duplication.
Data Migration
We initiate the Salesforce data migration process from the third-party systems, using tools such as data loader, workbench and more, without disrupting your existing environment. We select a data transfer approach depending on the data volume and the complications of the source data.
- Data migration from the source system.
- Selection of data transfer method.
- Kick-start the migration process.
Quality Assurance
We make sure that all the data is transferred properly, in the correct formats and relationships, without any mistakes. Our Salesforce-certified experts perform multiple tests to verify that everything is accurately reflected in Salesforce and in line with your business requirements.
- Testing of data.
- Checking formats and relationships.
- Evaluating the System.
Data Integrity
We take appropriate measures to maintain and safeguard our client's data's accuracy throughout the migration cycle. Sound integrity audits and validations are done at our end before transferring data to your Salesforce.
- Data Protection.
- Integrity checks and validations.
- Maintaining data privacy.
Salesforce products we work with
We develop Salesforce products and build integrations with our sound theoretical knowledge and Salesforce best practices.
Industries we serve
A decade of real-life experience helps us acquire expertise and domain knowledge of business models and processes across multiple industries.
Our projects
We contribute to hundreds of projects annually through technologies that accelerate performance and innovation across multiple industries.
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