6/19/2023 0 Comments Salesforce data migration tools![]() ![]() The first phase of your data migration plan should address the extraction, or getting your data out of your legacy system. Are there files that can be archived on-premises, such as records that are not used but must be retained as support for tax filings? Are there siloed databases that need to be fully integrated? Do some employees have files on their PCs rather than the server? How clean is the data? It is also critical to know how much data you have that must be migrated. Determine what files need to be migrated and map their location. Although the specifics of a data migration plan can vary by business or industry, there are certain steps that are universal.īefore you can plan how to migrate your data, you need to know what you have. The attention you devote to planning your data migration can help ensure the integrity of your data, giving you better results after migration. Instead, you will need to develop a plan to prepare your data for migration to ensure a smooth transition. It would be nice if Salesforce possessed psychic abilities and data migration could be “plug and play,” but no platform offers that capability - yet. ![]() Once an enterprise has decided to implement Salesforce, the next question that most people have involves how to integrate their legacy data.
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