A guide to Salesforce finest practices for information migration


The Salesforce building. Image: Sundry Photography/Adobe Stock Salesforce, though mainly understood for its CRM capabilities, is an enormous cloud-based software application community that serves a variety of organization functions. Whether you’re looking to develop and nurture relationships with clients or develop more intelligent information analytics for your organization, Salesforce offers a unified platform that can assist your group manage all kinds of sales, marketing, service and functional jobs.

SEE: Data migration testing checklist: Through pre- and post-migration (TechRepublic Premium)

But for lots of companies that are prepared to get going with Salesforce, the biggest hurdle is getting all of its most valuable information possessions into the platform in a manner that makes good sense. Migrating data into Salesforce can be a substantial job, however with the right tools and resources in place, your team can effectively move large batches of information into the platform.

Dive to:

How is information moved in Salesforce?

The Salesforce logo. Image: Salesforce Although there are other tools and solutions for Salesforce information migration, spreadsheets are a main automobile through which data is moved into and out of Salesforce. Especially for large migration batches, spreadsheets make it possible to include multiple lines of information into your target system at once.

SEE: Best practices to follow for data migration (TechRepublic)

The initial step in this type of Salesforce migration is deciding which data you want to migrate into or out of Salesforce. Do you just want to move contact info for your customers, or do you wish to move extra details about their purchaser personality and buying activities? Depending upon what mix of structured and disorganized information you’re dealing with– in addition to the properties and fields of both your present and target systems– just getting your spreadsheet established with the right fields will most likely be the bulk of your migration work.

After your migration is complete, you’ll wish to run a full-test QA, inspecting your record counts to make sure all information records have actually effectively transferred over to the new system. Examine that there are no missing out on fields or fields that have been duplicated or otherwise changed during the process.

Best practices for moving information in Salesforce

Understand your business case and user expectations

Too often, there is a propensity to carry out a system or data migration without first interacting with end users to comprehend what they need from the system. If you fail to meet your internal users to completely understand their business data utilize cases, you could end up migrating a great deal of data that users rarely touch while missing out on information that is vital to their tasks.

SEE: Review the leading information literacy training courses (TechRepublic)

In your requirements definition sessions with end users, make certain you completely cover which data fields need to be flexible, read-only or key fields. At the information level of a single information field, this will ensure you are on target with what users need which you do not change information in a manner that makes it unusable.

Fix information quality issues

Finest organization software

If there are questions about the stability or quality of information you are exporting from or importing into Salesforce, take the time to clean the data initially. The last thing you want to do is spread low-grade information throughout all of your systems, which could result in user disappointment and incorrect organization decisions. Although this step could delay the initial start of your Salesforce migration, it is the most effective way to prevent time-consuming redos later on.

Choose a data migration tool that best fits your needs

There are numerous information migration tools that can be utilized to migrate information to and from Salesforce. Each has its pluses and minuses. For example, some tools work incredibly well so long as you only have a limited variety of information records to migrate.

SEE: Top 10 data migration tools (TechRepublic)

There are also data migration tools that can migrate huge amounts of data but might cost more or need additional training and experience to operate. Rates and supplier support are likewise crucial aspects to consider when choosing a Salesforce migration tool.

Use cases for Salesforce data migration

If you are in customer care, a CRM like Salesforce is a fantastic tool for easily showcasing which products are offering and which are on the decline, therefore helping your group to expect servicing requirements. In addition, you can import client service and product returns information into Salesforce to tell sales personnel which items have high return rates and failure rates and which consumers are being impacted.

Salesforce makes it extremely simple to engage with customers and prospects directly through the platform, enabling your group to see a customer’s history with the company and what is and isn’t working for their particular purchasing requirements.

SEE: CRM software application: Choosing the ideal CRM for your company (TechRepublic)

If you are in item development, the exposure Salesforce provides into product-driven earnings can assist you specify your future product advancement strategy. If Salesforce CRM information also consists of reports from client service and item returns, you will have the ability to see which products and product parts are failing so you can reform your designs.

For these and lots of other reasons, it is necessary to be able to move your crucial data assets into Salesforce. This makes it possible for all of your teams to think about historical data about consumers and purchases when making choices about the future instructions of the business.

There are a number of ETL, data integration and information migration tools on the market that can facilitate information migrations to and from Salesforce. These are some of the top Salesforce data migration tools to think about for your organization:

Salesforce Data Loader

The complimentary Salesforce Data Loader tool inserts, updates, includes and erases information from Salesforce, and it utilizes an API that makes it easy to move data to Salesforce. Windows users also have a command line alternative for increased automation.


isyncSF is a native Salesforce app that migrates information to and from Salesforce– consisting of to other Salesforce company groups. The tool offers a range of functions consisting of integrated data cleaning, migration design templates for various apps and personalized sandboxes.

Jitterbit Salesforce Data Loader

Jitterbit’s Salesforce Data Loader is free and open source ETL software application that works well for Salesforce migrations. It has an easy to use GUI that facilitates the information import process not only for Salesforce however likewise for Oracle, SQL Server and MySQL. It utilizes a single port that connects Salesforce to all of your applications.

Bodhtree Midas

Bodhtree’s Midas option is cloud-based software that enables information combination throughout Salesforce, SAP, MySQL databases, Oracle E-Business Suite and other ERP systems. With this tool’s focus on integrating ERP and other organization applications with CRM software, Midas is an excellent solution for enterprise data groups that need to develop visibility throughout intricate workflows and client lifecycles.

Read next: Leading ERP software vendors (TechRepublic)


Leave a Reply

Your email address will not be published. Required fields are marked *