It’s rare that any two data migration projects are the same, so every migration may require different tools and resources.
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It may require creating new or appending current data fields, validations, and field values in Salesforce. Identify data: Stakeholders know what data needs to be migrated and can answer questions on how it’s structured, where it’s stored, whether it’s clean, possibilities for data duplication, and how it will affect Salesforce data.Stakeholders know the data best and can come from different teams within a department or different departments. Find stakeholders: Engaging end users in planning ensures their buy-in and support for the project.Regardless where the data comes from - Excel spreadsheets or a legacy system - you’ll want to work through the project with these steps: It’s a great opportunity to build processes and checklists to ensure every step is completed. Salesforce data migration projects typically have repeatable processes. Customer relationships: Bad data can affect customers as wrong information in their accounts could alter orders, membership data, or services.Adoption: Fewer team members will use a new or added system that is not set up correctly.
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Analytics: Inaccurate information negatively affects data.Organizations that opt out of or shortchange planning could face these problems: Like any interaction involving humans, data, and transition, data migration projects can include a few hurdles to overcome, and planning is essential to success. Many things can happen to require migrating data in and out of Salesforce. Or, it could be when you add a new system. It could be the first time you implement Salesforce or perhaps your process includes monthly migrations. Just about every Salesforce implementation involves data migration at some point.