Is it difficult to migrate to Salesforce CRM?
It is one of the most challenging tasks for any Salesforce professional. It is about transferring data from one system to another. However, before we migrate to Salesforce CRM, we must consider certain factors and plan out the entire process in such a way that the transition takes place in a seamless, streamlined and secure way.
How to choose the right data migration method in Salesforce?
You have to choose the migration method based on factors such as – the volume of data imported into Salesforce, the complexity of source data, resource types and distance between Salesforce data model and data structure in the source data. 5. Quality Assurance On the completion of the data transfer, the accuracy of the data has to be determined.
What are the quality assurance for Salesforce data migration?
Quality Assurance On the completion of the data transfer, the accuracy of the data has to be determined. The format and the relationship between data tables are ascertained, reflecting accurately in Salesforce. Next, we provide insights on some best practices for Salesforce Data Migration.
Why is the data mapping process in Salesforce so complex?
The data mapping process becomes more complex with differences between the Salesforce data model and the data structure in the source system. The complexity of the data mapping process also depends on the number of source systems from which data is extracted. 4. Migration
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What is the transition to CRM?
Transitioning to a CRM is the perfect opportunity to recreate the data schema, eliminating unnecessary objects or entities and relationships. Your organization has evolved since the last system implementation, and the new data model should reflect this progression.
Is review followed by adaptation a core principle of agile?
However, suggesting actions for improvement may prove difficult if your field of expertise is not data migration. If a process is taking too much time, most likely there is a better way to do it.
Is Confluence a good tool?
Confluence is a good tool to record this information. Make relevant backups, but do not spend time migrating data that has not been used in the past nor would be used in the future. The result will be a user-friendly system with relevant information for internal and external users.
Challenges for Salesforce Data Migration
Here are some of the challenges faced by the Salesforce professionals, while planning a Data Migration:
Salesforce Data Migration Process
Preparing the system for Data Migration is the most crucial phase in the entire migration process. Devote enough time in this phase, so that there is no time to iterate. Identify the Data to Migrate and the Data Source of Truth in this phase only.
Best Practices of Salesforce Data Migration
The Salesforce Data Migration aims to enhance performance and deliver a competitive advantage. While migrating the data, there are many issues and one of them is to repeat the process, instead of a one-time activity, due to mistakes and not to jeopardize the customer’s sensitive data. The best practices for reducing these issues are:
Microsoft Dynamics 365 for Sales: A Solution to your Salesforce CRM woes
It’s clear to see why Microsoft’s CRM offering is a fast-growing threat to Salesforce. Based on performance in the areas of —deployment, customization, integrations, resources and support, and cost, TrellisPoint recommends the Microsoft Dynamics 365 platform as the more cost effective, high-performing CRM of choice for businesses.
Option 1: CRM Migration with the Import Data Wizard
The Import Data Wizard can import data from one or more comma-separated value (.csv), XML Spreadsheet 2003 (.xml), or text files. It allows for creating data maps with some data transformation capabilities. It can also perform lookups into some entities on the fly, duplication checks, and other validations.
Option 2: CRM Migration with Third-Party Migration Software
There’s a variety of software solutions in the market to help facilitate data migrations into D365. Some are only a minor improvement over the Data Import Wizard, while others help make complex migrations possible through a robust set of features. Perhaps the most widely known tool available is from Scribe Software.
Option 3: Leave CRM Migration to the professionals
You may be able to secure the services of a consultant or consulting firm to perform the platform migration for you. As with other IT projects, it can quickly become a very expensive proposition.
The new TrellisPoint CRM Migration offering
In early-to-mid 2018, TrellisPoint will begin releasing new CRM Migration offerings which will include a free limited data migration. This means your own CRM data, moved to an actual 30-day Dynamics 365 trial instance ready for you to review and study within days. No planning, no meetings, and zero cost!
Analysis Phase
We all know the famous saying that “failure to plan is planning to fail” for a good reason. It is imperative to start your Salesforce migration by analysing your organisation’s business processes and systems.
Configuration Phase
With the architecture revealed, now we need to configure Salesforce according to the business needs we uncovered.
Data migration Phase
Once Salesforce is ready for use, it is time to start the Data Migration process. In our client’s case, there were vast quantities of data in the previous system that needed to be carried over.
Parallel Run Phase
Once the data had been migrated, we needed to synchronise both systems. This allowed us to start a Parallel Run phase – the foundation of our approach.
Decommissioning Phase
As soon as we had made sure that everything was functioning correctly, we got down to the Decommissioning phase. The task was to turn the SAP C4C system off, but as the system was the connection between Service Cloud and all the integration, we first had to connect all the third-party systems to Salesforce directly.
About the Author
Dmitry Zhugin is the Chief Technology Officer at VRP Consulting. After joining VRP Consulting as a Senior Software Developer in 2011, he rose through the ranks and has led many Salesforce projects including migrations from other systems.
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