This is one of the most important task to be performed at salesforce migration projects . If you want to efficiently use your salesforce CRM , you have to take care of this with utmost care .
In order to better plan and forecast your Salesforce migration , our in house team of Salesforce certified developers can help you with Salesforce implementation from their past experience . Let’s look at different stages of migration process one by one .
1. Preparation Of Data Migration
This initial stage starts with pre analysing by developers to inspect existing CRM so that they can get overview of data structure of their existing CRM , data formats , business workflows and also create migration checklist with data to transfer . Once the database tables has been identified , developers check on the possibility in correspondence with Salesforce CRM right from mapping fields to data quality check and more in a way that data which is yet to be transferred is in readable format with no data duplicity . This places usually takes up to 5 days .
2.Using Ready Made Data Migration Tool Or Building Custom Tool From Scratch
If number of records to import is no more than 50,00,000 , developers can easily use ready made tools such as Salesforce Data Loader . If any ready made tools are getting used , migration can be finished within few hours . But if developers are planning to build custom tool or script for carrying on migration to Salesforce , the development time varies which totally depends on the type of data structure and new CRM structure . Custom tool migration usually takes around a month .
3. Trial Data Migration
Trial data migration is mandatory process before actually transferring all the data . This helps developers to see whether if there is any issue like data loss , or is there any way to improve migration tool to carry on final transfer in smooth way .This phase in total will take no more than 2 days .
4. Migration Validation By Customers
This stage is wherein customer will validate the test data migration and will give their outcomes . If there is positive feedback form customers side , then there is no further room for improvement of data mapping and migration procedure and customer has deemed approved the project . This phase on an average takes around 4 days . But if there is some room for improvement on the basis of inputs by customer , it make linger on to upto a week .
5. Final Data Migration And Testing
This is the final stage of which we are waiting for . At this stage all data gets migrated from legacy CRM to new Salesforce solution . Before getting final live , data is checked twice fro any kind of duplicity . Final migration takes around a day or two . It is always carries out in a way that it does not effect the existing CRM functionalities .
6. Post Go Live Support
Support is what is needed right after the migration which a CRM user may encounter while starting using it . Such support is usually required during very first week after new Salesforce CRM goes live , and may be required upto a month .
From our past experience , the migration process in Salesforce CRM usually taken between 20 days to around 2 months . This time coves all stages as discussed above . Winklix is leading Salesforce consultant in USA providing wide range of Salesforce services .