OverviewFAQ
Salesforce Data Migration
When migrating from another CRM to Salesforce, data and records need to be transferred seamlessly to your new system. Salesforce data migration is more than just moving data from one system to another. Salesforce migration is a challenging and time-consuming task that requires detailed planning and a good understanding of your current and future system. Poor data mapping can lead to the loss of important data and critical functionality. When you are migrating to an already running instance that is being used by several users as opposed to a new one, these issues can aggravate. Therefore, when importing thousands of records, you have to ensure every single record has fully migrated to the new system.
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Our Salesforce Data Migration Offerings
Planning Migration
Our Salesforce data migration consultants analyze your business requirements, perform feasibility checks for data transfer, and then locate the source and destination of your data. Following this, we create roadmaps for the transfer of your data. Tools, methods, and approaches are decided and implemented based on your business needs. We also offer tailor-made solutions and strategies to move data from on-premise and cloud systems.
Data Standardization
Due to multiple business activities, there can be excess data from different sources. Substandard data can ruin your entire process and get your data all jumbled up. We standardize and optimize data to eliminate gaps in consistency or accuracy. It is followed by data cleansing and deduplication procedures to remove unnecessary data, ensuring only relevant data is left to work with.
Data Mapping
The secret to successful Salesforce data migration is making sure all objects, records, and information are accurately mapped. We map data ensuring that it is correctly marked in its identical fields in the new CRM you are migrating to. It is more than just field mapping, it also aims to support various business operations and data analytics with the transformed data. We use the top CRM migration tools when helping you switch CRM platforms.
Data Migration
We perform both Salesforce to Salesforce and third-party to Salesforce migration, including upgrading native products using the best ETL (Extract, Transform, Load) tools. By following an automated or custom Salesforce migration approach based on the data complexity and volume of the source data, our teams swiftly migrate your data without impacting the existing workflows and processes.
Quality Assurance
We are adept at various testing tools and execute migration based on business requirements. We use developer console to validate the migrated records and test the deployed system by generating records using filter-based SOQL queries. After the migration is successful, our QA teams evaluate the system through multiple tests to ensure all the data gets transferred with correct formats.
Integrity
Our data migration adeptness is implemented in a manner that maintains and protects our customers’ data for consistency throughout the migration cycle. With the use of integrity checks and validations, we verify the migration with byte-check to ensure 100% privacy and security.
Mitigate Migration Risks with Seamless Third-Party to Salesforce Migration
When migrating from another CRM to Salesforce, data and records need to be transferred seamlessly to your new system. Data migration is more than just moving data from one system to another. Migration is a challenging and time-consuming task that requires detailed planning and a good understanding of your current and future system. Building a robust Salesforce Data migration strategy requires extensive tech expertise. At Rolustech, we deliver a wide spectrum of Salesforce data migration services to simplify and ease the process of moving large amounts of data with minimum challenges.
The secret to successful data migration is making sure all objects, records, and information are accurately mapped. We map data ensuring that it is correctly marked in its identical fields in the new CRM you are migrating to. It is more than just field mapping, it also aims to support various business operations and data analytics with the transformed data. We use the top CRM migration tools when helping you switch CRM platforms.
With a team of Salesforce data migration consultants, we empower organizations with enriched data for analysis, extraction, preparation, and migration. While importing, exporting, cleaning, and backing up the data from on-premises and cloud-based systems, we address potential challenges and risks such as data loss, redundancy, integrity, and security.
Third Party Salesforce Data Migration
In case you are migrating your data from another organization, we make sure that your business processes are not stalled and operations keep running smoothly. Our most popular Salesforce Data Migration services include:
- Microsoft Dynamics CRM to Salesforce Migration
- SugarCRM to Salesforce migration
- SuiteCRM to Salesforce migration
- Act to Salesforce migration
- Siebel to Salesforce migration
- Vtiger to Salesforce migration
- Zoho to Salesforce migration
- NetSuite to Salesforce migration
Why Rolustech?
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All point Salesforce Services
We have proven expertise in rendering end-to-end Salesforce services including Customization, Consulting, Development, Implementation, Integration, and Support.
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Centre of Excellence
We have a dedicated team of over 30+ certified professionals having comprehensive domain proficiencies.
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Salesforce Partners
We are a consulting partner with competencies offering a broad array of services.
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Industry Expertise
Expansive expertise in driving digital transition through Salesforce services across industries including healthcare, insurance, finance, gym, and law and many more.
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Extensive Service Portfolio
Comprehensive Salesforce consulting services and product customization portfolio spanned across Sales Cloud, Service Cloud, Marketing Cloud, Finance Cloud, Community Cloud, Non Profit Cloud, and Pardot.
Q. What are important factors to consider for Salesforce Data Migration?
During Salesforce data migration, several factors need to be considered to ensure a smooth and successful process. These factors include the complexity of the source data, planning, migrating, and testing. It’s crucial to plan the migration process carefully, including mapping the data fields and defining data relationships. Additionally, it’s recommended to get in touch with Salesforce data migration experts when you’re about to move your data.
Q. Can I migrate data from Excel sheets to Salesforce?
Yes, it’s possible to migrate data from Excel to Salesforce using Salesforce’s data loader. However, complex data requires more planning before extraction. It’s advisable to consult with Salesforce data migration experts to ensure a successful migration.
Q. How do we ensure safe data transfer?
Safe data transfer is crucial during the migration process. To ensure security and integrity, we use state-of-the-art ETL (Extract, Transform, Load) tools to accurately map the data from the old system to the new system. Our team analyzes each client’s data migration needs and uses the best ETL tool for the job.
Q. What does data migration entail?
Data migration is a complex process that involves several stages, including analyzing the current and new platforms, data mapping, ETL extraction, and testing the migrated data. Each client’s situation is unique, so our team takes time to analyze their system before developing a customized plan of action.
Q. What are the best tools for data migration to Salesforce?
Several tools are available for migrating data to Salesforce, including Pentaho Data Integration, Native Import Tool, and Talend Open Data Solutions. It’s recommended to consult with our team to determine which tool will work best for you.
Q. What is Salesforce data migration?
Salesforce data migration is the process of transferring data from a current system to Salesforce. The process involves mapping the data to the relevant fields in Salesforce to ensure that the new system is fully equipped with all necessary functionality.
Q. How do you plan data migration in Salesforce?
To plan the data migration process in Salesforce, you need to determine the project’s scope, devise a data migration methodology, prepare the data, and ensure data security throughout the process. Proper planning is crucial to a successful data migration.
Q. How do you transfer data to Salesforce?
Transferring data to Salesforce involves extracting data from an existing system and mapping it to the Salesforce platform. Data mapping involves identifying all existing fields, objects, and relationships in the current platform and replicating them in the new platform. It’s important to ensure that the data remains secure and not corrupted during the transfer.
Q. How long does it take to migrate to Salesforce?
The time it takes to migrate to Salesforce depends on several factors, including the data’s complexity, customizations and integrations, data set size, and business requirements. It’s recommended to get a free estimate from Salesforce experts to determine the migration time.
Q. Can data be migrated to Salesforce on your own?
Data migration is a complex process that requires expertise and experience. It’s not recommended to attempt a migration on your own, as it can result in data corruption or loss. It’s advisable to contact Salesforce data migration experts before starting the process.
