Have you used Salesforce? If yes then you must have heard about Salesforce data migration. This is probably one of the most important tasks and the key stage of any Salesforce migration project. If you want to efficiently use the full potential of Salesforce CRM, you have to take care and plan this step properly.
The biggest question is how much time it will take for Salesforce data migration projects? To provide you with a better Salesforce data migration plan, Ksolves in-house team offers you the best practice for Salesforce implementation with our past experience.
In this article, we will discuss different stages of Salesforce data migration stage by stage. Let us first understand what is Salesforce migration.
Salesforce Data Migration
Salesforce data migration is the process of moving Salesforce data to other platforms as per the requirements. Data migration is an opportunity to cleanse the data and make it complete, accurate, relevant, and accessible.
To achieve this, data needs to be in a single repository so that it becomes easy to update, validate and back up the complete data. Let us now focus on the things to consider before we move forward with Salesforce migration.
Preparation of data migration
The initial stage of Salesforce data migration starts with a pre-analyzing step. The developers inspect the existing CRM to better understand the structure of data, formats, business workflows and also create a Salesforce data migration checklist with data to migrate. After that, the database tables will be identified by the developers. These tables are used by the customers to start mapping fields from CRM to fields in Salesforce. Now the developers do a data quality check to make sure that the data which is being transferred is readable, valid, and free from any duplicacy. This stage takes 5 days to complete.
Using pre-existing data migration tools or building tools from scratch
The right Salesforce data migration tools can create a lot of impacts. If the number of records is up to 5,000,000, ready-made tools can be used by the developers. One such tool is Salesforce Data Loader. If ready-made tools are being used, this stage may only take a few hours. But sometimes, developers may build custom tools or create a script in order to automate the data migration. The development time varies and depends on the structure of data and CRM. This Salesforce data migration from custom tools takes almost a month.
Trial migration is the mandatory stage in the Salesforce data migration process before transferring the entire data. This allows developers to check whether there is any issue like data loss, and also allows them to identify the news to improve migration tools to make a smooth migration. This stage will take no more than 2 days.
As the name suggests, here in this stage the customers will validate the trial data for eg., comparing records from pre-existing CRM with that of Salesforce and give their outcomes. If the customer provides positive feedback and does not feel any need to further improve data mapping and migration procedure, the project is said to be validated and accepted by the customers. This stage usually takes up to 4 days. But, if any need for improvement comes up, it may take up to a week.
Final Migration and Testing
This is the final stage of Salesforce data migration, where data is migrated from the existing CRM to the new Salesforce platform. However, before going for the final production, the data is checked for any discrepancies like duplicates and missing parts. This final stage generally takes around a day or two. And, this is always carried out in a way that it does not disturb the functionalities of the existing CRM system.
Support is the most important aspect of migration. When a CRM user starts using the CRM after the data migration process in Salesforce, they may encounter few issues and that is where support is needed. This kind of support is usually required during the first week after the new Salesforce migration goes live. But, it is not limited to only for a week and sometimes has to be extended to a month depending upon the needs of the customers.
Here we have stated stage by stage, how much time it will take to perform each stage. If we collect our past experience, we can say that the overall Salesforce data migration process will take around 20 days to 2.5 months. To achieve this timeframe, developers need a thorough preparation phase, a custom tool development for automation, trial migration, customer validation, final testing, and post-production support time.
Ksolves is a leading provider of Salesforce services in India and the USA. Being a Salesforce partner, we have managed to pull many projects from global as well as domestic clients. Our 350+ certified Salesforce developers are highly skilled in offering budget-friendly solutions with top results.
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