So, you’ve decided it’s time to migrate your data environment to a Salesforce platform?
Before you jump in with both feet, however, it’s a good idea to take the time to plan your migration step-by-step. By doing so, you can ensure that your migration is not only seamless, but streamlined and secure as well.
Below are five important steps for a successful Salesforce data migration.
- Identify your organization’s stakeholders.
- Understand your data.
- Prepare both your data and ensure it all has a destination org.
- Perform a test migration and ensure it’s complete, then verify the data will go where you want it to go.
- Perform the actual migration and validate that the data arrived at its intended location.
Another important key to successful Salesforce data migration is contacting a certified Salesforce consultant. It never hurts to ask for a little help from the pros.