Salesforce Data Migration

Best Practices for a Seamless Transition to Salesforce


Are you leveraging Salesforce data migration software, tools & best practices to ensure your integration success?

Moving is hard work. Moving furniture from one house to another takes due diligence and proper planning to make sure the objects being moved aren’t damaged or lost—not to mention that everything fits well into the new environment.

Moving your business data is just as challenging (if not more so). Your team needs the right tools to succeed. In the end, moving data between orgs (or from no CRM to having one) can be a costly and messy endeavor.

Nearly every enterprise must go through this hectic data migration process at some point in its development. Common challenges that arise during a Salesforce data migration include underestimating a project’s complexity, poor planning and not setting aside enough resources. If not quickly addressed, these problems can lead to slow user adoption at best and major customer relationship issues at worst.

Salesforce Consulting Partner

We can help streamline your data transition with our deep knowledge of Salesforce data migration solutions, tools & best practices.

Data Migration is Hard. We Make it Easy.

Before you can begin the monumental task of migrating your data from one environment to another, it’s important to plan out the best approach for ensuring a seamless, secure and streamlined transition. For instance, will your migration be done manually or through a metadata API?

Other considerations to keep in mind before your next Salesforce data migration include the following. Remember, these are just a few of the factors that should be considered when initiating a data migration.

User Mapping

Are you ensuring that the record ownership is set up correctly in the new system? Who is going to use the data?


Are existing profiles and Organization-Wide Defaults properly set up in the new environment?


Are there unused or inactive Appexchange applications you can uninstall? Any duplicate data files that can be removed? Which data is relevant going forward?


Is your current Salesforce environment large enough to handle the additional data being migrated into it?


Are you properly identifying the ordering of insertion of objects (records) into your new Salesforce system? Are naming parameters consistent?


Have you properly backed up your old data environment before initiating the new Salesforce data migration?


What’s your timeline/deadline for the project? Have you provided sufficient time for testing the data migration before you roll it out to users?

Conquer Your Salesforce Data Migration Challenges

While creating and implementing a Salesforce data migration plan may cost more time and money upfront, establishing these best practices will improve the usability and efficiency of your new system in the long run - which, in turn, results in higher user adoption rates and a better ROI.

At Ad Victoriam Solutions, we’ve helped countless business and organizations - across a spectrum of industries - maximize the full value of their technology investments through our custom Salesforce solutions and big data consulting services. Our knowledgeable certified big data migration consultants can engineer the perfect custom integration plan and walk your team through each step of the Salesforce data migration lifecycle.

  • Step 1: Identifying Stakeholders
  • Step 2: Understanding Data
  • Step 3: Preparing Data and a Destination Org
  • Step 4: Completing and Verifying a Test Migration
  • Step 5: Migrating and Validating Data


Our Salesforce Data Migration Software, Tools & Services

Once you have a data migration strategy in place, it’s time to execute the dirty details. But just like you need dollies, hand trucks and boxes to aid in the moving process when changing houses, the right software tools and best practices can make your job a whole lot easier during a data migration and ensure a successful integration of your data into the new system.

Salesforce Data Migration Specialist

By partnering with Ad Victoriam Solutions, we can leverage the best data migration tools to facilitate a smooth and seamless transition to Salesforce. We specialize in a variety of data migration software and integration services, including:

Database Source-to-Salesforce Migrations

  • Sequel Server Databases
  • Salesforce to Salesforce Org migrations
  • ERP (SX.e, Epicor, SAP, Sage, Deltek)
  • Microsoft Dynamics
  • Marketo
  • Netsuite
  • SugarCRM
  • Capsule
  • Bullhorn
  • Goldmine
  • Zoho
  • And, more

ETL Tools


"We could not have implemented Salesforce® without the help of Ad Victoriam Solutions. They are extremely responsive, knowledgeable and easy to work with. We will be working with them exclusively as we tailor our system to best fit our business model. A special thanks to our rep Jenny for all her patience with our team during implementation. Ad Victoriam Solutions is truly a first-class organization."

Jeff D., Environmental Services

Get Started

Contact us today to learn more about our Salesforce data migration solutions and how we can add value to your business.