Best Practices for Salesforce Data Migration

Best Practices for Salesforce Data Migration
3 min read

The process of migrating or transferring Salesforce data to alternative platforms is called Salesforce Data Migration. One method of cleansing the data is the migration. The information needs to be:

  • Comprehensive: Includes all the information required for each user.
  • Relevant: It is essential to include all appropriate facts. 
  • On-time: Easy access to information at all times.
  • Valid: The information must be in a valid format. 
  • Authentic: Accurate and authentic information should be given.
  • Unique: No two records should be the same.

Data migration can be complicated and intimidating with a pool of procedures due to the possibility of data loss and system outages. Collaborating with salesforce migration services in USA that adhere to industry best practices is crucial to ensuring a successful migration.

Decide Which Data Needs to be Moved First:

Select the items that require migration. Perhaps all you want to move is the "contact information" from each account, or you want to move all the "account information" from a specific division.

Make Templates for the Information that has to be Moved:

An Excel template must be made for every object. A data export from Data Loader is used for this. The necessary relationships among objects determine the order in which data migrates. Decide which fields are necessary for each object.

Fill in Every Template:

Before entering the data into the template, make sure you review it properly.

Get the Destination Organization Ready:

It would help if you created custom fields to hold the data associated with older IDs. To initiate indexing, give a custom field 'External ID' attributes. As a result, data validation techniques can easily be deployed, ensuring the organization's preservation.

Consider adding custom fields for data stored in non-standard fields in the previous organization.

Validate the Information:

The process of migration can be validated using the following methods:

  • Verify the data on-site.
  • Cross-check reports to see which data was not moved.
  • Create a custom report to verify record counts and provide an overview of the migration.

Some Essential Points to Consider:

  • Before transferring data to Salesforce, ensure the user IDs in the current database match those in the new system.
  • Ensure you still have a few licenses available for the old version after the deadline. It will be wise to have a few more months of accessibility. Consequently, you can always return to the previous version and take your time troubleshooting any issues that may arise during the migration.
  • Pay attention to how much space is being used.
  • Test the system before launching the instance.


Migrating Salesforce data is a helpful and crucial step in providing a company with efficient data solutions. However, it must be carried out to maintain the system's data quality. A professional Salesforce consultant in USA can guide you through this process.

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Parth Patel 2
I am an enthusiastic Salesforce Developer working at NSIQ INFOTECH, a leading Salesforce Development Company in India & USA.
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