Salesforce Data Migration

Simplifying Data Migrations. Avoiding the Landmines.

PAIR YOUR DATA MIGRATION TOOLS

With Our Data Migration Specialists

Embarking on a Salesforce® data migration process can be daunting. Ad Victoriam Solutions can help. We leverage the leading data migration tools to facilitate a smooth and seamless data transfer to Salesforce. Our consultants have decades of experience with many migration tools. They understand the complexities of migrations and are able to deliver the right solution for each business. 

Database Source-to-Salesforce Migrations

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

And, more

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ETL Tools

> MuleSoft
> Informatica
> SSIS
> DBAmp
> CozyRoc
> Talend
> Jitterbit
> Microsoft Azure Logic Apps

And, more

Data Migration Consulting Team

Data Migration is Hard. We Make it Easy.

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 Data Migration Consulting Team

Data Migration Considerations: What to Know Before You Begin

Before you can begin 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? Here are a few factors to consider before your next Salesforce data migration. 

Data Migration User Mapping

User Mapping


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

Data Migration Organization

Organization


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

Data Migration Security

Security


Are existing profiles and organization-wide defaults properly set up in the new environment?

Data Migration Back Up

Backup


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

Data Migration Clean Up

Clean Up


Are there inactive applications you can uninstall? Any duplicate data files that can be removed? Which data is still relevant?

Data Migration Timeline

Timeline


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?

Data Migration Space

Space


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

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.

Ad Victoriam Solutions has helped countless business and organizations - across a spectrum of industries - maximize the full value of their technology investments through our custom Salesforce solutions and data consulting services. Our knowledgeable certified data migration consultants 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

Happy Clients

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Avoid the Data Migration Landmines.

We're Ready to Help.