logo
logo
Sign in

Salesforce Consulting Services: Want to know about Salesforce data migration?

avatar
Emorphis Technologies
Salesforce Consulting Services: Want to know about Salesforce data migration?

When a customer makes up their mind to leave the current platform and move towards a newer one, migration of crucial data becomes an important task to perform at any cost. So, the first thing that comes to the mind of the people in the Salesforce data migration. Why?

It is evident that Salesforce consulting services are well-known for perfect migration of data from the existing system to the new one without losing the vital data of the customers. As migration is a one-time activity, it is vital to prevent the occurrence of any mistakes as it will compel the customer to perform the whole procedure again during failure and might also result in data loss.

Before going into detail on the given topic, it will be prudent to first understand the concept of data migration from Salesforce. Let’s begin with it.

What is Salesforce Data Migration?

Salesforce data migration is a term that specifies the transmission of data from one system to another via Salesforce as its need arises. It is done to clean the data that should come with the following characteristics:

  • Complete: Data should contain all the crucial details for the customers
  • Accurate: There should be greater accuracy in the details
  • Relevant: The transferred data should include all the required info
  • Timeless: Data shall be made available at all time
  • Reliable: Data shifted from one system to another should be genuine
  • Uniqueness: There should be no duplicity in shifting data

So if one takes the services of Salesforce consultants to perform data migration, it truly makes sense. Why so? It happens as they help in creating a single repository of data through Salesforce for easy validation, updating, and back-up for the data to prevent its loss.

However, there is one thing to note! It is required to keep a high level of patience to migrate the bulk of data from one location to another via Salesforce.

Why Need of Data Migration through Salesforce Arises?

The best part of the data migration system is that it is an easy procedure. Nevertheless, a survey has found that it consumes more than 50% of the total workforce. It is the given expense that has compelled consumers to opt for Salesforce implementation services to kickstart migration of their data at an affordable cost.

Apart from it, there are certain reasons that customers dial out Salesforce for effective data migration. Some of them are as follows:

        I.            Customer’s Data is Totally Mess

It's ok! Every organization struggles to manage its data, and there are two common perpetrators in the given wrongdoing: incomplete and duplicate data. Furthermore, the presence of more than 5% of such data results in improver working of the search that affects the working efficiency of the given organization.

What is the solution? There is an answer from the Salesforce to the given issue in the form of data de-duplication solutions. How do they work? They function by de-duping the data after it migrates to another system and thus reduces the overall cost-effectively.

      II.            There is No Proper Formatting of Data for New System

It is a norm to store data in the depth of spreadsheets for years. The main challenge is to extract the data from them without duplicity. Data going to import must be split in proper fields before migration to arrange them in the new database with ease. It is a tedious task as the whole procedure is time-consuming.

The only answer to such a problem is the automation of the whole process through Salesforce. Why? Because, it speeds up the whole procedure and arranges the data consistently in the new system without much tension.

    III.            Lack of Data Mapping for Efficient Migration

If one wants to have full support to the data from the old system to the new one, it is crucial to perform effective data mapping. What is it? Data mapping is a procedure where a new destination is chosen for the perfect migration of data from their current legacy system to the newer one.

The problem arises when there is more than one field in the new database that affects the efficient mapping of data. Moreover, there is the creation of confusion when someone wants to change the name of the field.

To solve the given issue, Salesforce helps in the creation of a unique ID. It ensures the maintenance of the proper record of the past data appropriately. Besides, it also performs data cleansing to discard duplicate and outdated data that is being migrated from the older infrastructure.

   IV.            After Mapping, Formatting & Cleaning, Importing Data should be done perfectly

What are the reasons that people opt for data migration? There are three crucial facts for improving through migration that most people prefer:

  • Well Reporting
  • Well User Interface
  • Well Search Proficiency

For this to happen, it is significant to create a separate import phase to migrate data to the newer database without consuming much time on it. To make it happen, organizations take the help of their Salesforce consulting partner that uses numerous import tools to parse their data and thus reduces the overall cost associated with the data migration.

After understanding the needs of data migration through Salesforce, the time has ripened to understand its benefits for the organization and individuals alike.

Advantages of Migrating Data through Salesforce System

So, Salesforce comes with an essential feature of a data migration tool that helps in recovering metadata from the company's old system in a simple format in XML. Additionally, it also helps in bringing significant improvement in the data quality. Here are few benefits that define the features of the Salesforce data migration tool:

A.     Migration Process in Swift Way

Salesforce is well-known for pushing and pulling data for migration in a faster manner than other migration tools. In addition, it even consumes less time to achieve it. It happens as it lacks the user interaction procedure that negates the requirement of arranging additional software tools.

B.      Deployment in a Repetitive Manner

The Salesforce migration tool is very simple as one can regain all data and can even perform it repetitively by again recalling the same process of deployment. Even more, both beginner and expert Salesforce users can use it to import data files and automate them continuously.

C.      Useful of Nonstop Changing Processes

The given tool is beneficial for such projects that require data with a never-changing environment in their setup. Furthermore, it is more advantageous than using a web interface because using them can take more time to accomplish the given project.

D.     Salesforce Data Migration is Pure Security-Based Tool

The one aspect that makes users admire the given Salesforce tool is the offering of 100% safety to the crucial data of the organization. It comes with advanced technologies and strict policies that deter intrusion from even from expert hackers.

E.      Suitable for Procedure that Needs Multistage Release

When a product is in the development process, it has to pass through various stages from building, developing, testing, and releasing. To make it work in an easy and fast way, the given Salesforce tool applies automation procedures to achieve them in the best possible manner.

Last Thought

Although Salesforce data migration is a lengthy procedure, still it produces an effective result uniquely. There are various reasons for migrating data from one source to another, and achieve it appropriately is possible only with the help of Salesforce. So, the best practice of data migration via the given tool helps in achieving the target swiftly.

collect
0
avatar
Emorphis Technologies
guide
Zupyak is the world’s largest content marketing community, with over 400 000 members and 3 million articles. Explore and get your content discovered.
Read more