A new CRM system for solving work tasks is worth introducing when the company is undergoing a scaling stage, with the capacity used being not enough. The second common reason is insufficient protection of users’ and their clients’ data.
The data migration process involves a few stages, and the mistakes made have a negative impact on the results. By deciding on Salesforce instance migration, you will need to spend long time working on change adoption. To perform the data migration perfectly, you should thoroughly consider recommendations of the field-experienced experts.
Process Migration in Salesforce: key Stages
The important information migration process requires close attention to details since otherwise you will have to start your work from scratch. You will have to make certain efforts but you can significantly simplify the task by using Salesforce knowledge base tool.
Salesforce data import wizard involves a few stages. It’s not recommended skipping the mandatory stages since the consequences may be disastrous. To migrate data from one platform to another, you will need to:
- Prepare. Check the existing documents for duplicate files and delete them. Unnecessary information migration will take time as well, so you should get rid of it in advance. You will also need to select a source and make a list of important papers.
- Data import. When starting migration in Salesforce, make sure that the information amount doesn’t exceed the specified maximum. Otherwise, you will have to use an additional application that will simplify the task.
- Data check. After migrating to a new platform, it is important to make sure that important information hasn’t been included in the exceptions list. You should check this thoroughly since any errors may affect the result. Sometimes, the files are studied selectively, but it’s up to you to decide.
It is not to deny that the preparatory stage is the most important one. Data migration is complicated by the fact that a large amount of information is accumulated when a particular system is used for a long time. Make sure that important information will be migrated and not lost during the process.
Convenient Salesforce Instance Migration
It is relatively simple to carry out Salesforce data migration. To complete the process successfully, you should pay attention to each file and monitor the migration quality. Getting in the exceptions list is not the only problem that enterprises may have to face.
However, there are no unsolvable situations. By following a few tips and using data migration tools in Salesforce, you will be able to avoid any problems:
- check the data that has been selected for migration;
- use a data loader to migrate multi-million records;
- high-quality pre-migration preparation is the key to success.
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