Select the right tools: Salesforce and AppExchange have many tools for data migration projects. In some cases, an organization may need tweaks made to an existing tool or to develop a new one. Test the migration: Conduct migration testing in a separate environment from the live system and verify the results.
Full Answer
How complex is a Salesforce data migration project?
The complexity of a data migration project depends on the source system (s) configuration and state, data quality, existing data processes versus new data processes, configuration of a destination system (Salesforce) and the way it is used at the time of the migration.
Why do I need to migrate to a new Salesforce instance?
The reason for having to conduct a migration into a (new) Salesforce instance are varied and might also give you a hint on which data you need to extract from where. For example, you could need to migrate from a different CRM into Salesforce because you have realised you need to build scalable processes and Salesforce is the right CRM for it.
What is data migration testing strategy?
Data Migration Testing Strategy Designing the test strategy for migration include a set of activities to be performed and few aspects to be considered. This is to minimize the errors and risks that occur as a result of migration and to perform the migration testing effectively. Activities in this Testing:
Why is data mapping in Salesforce so complicated?
The more different from your Salesforce data model data structures in the source systems are, the more complex the data mapping process will be. The higher the number of source systems you need to extract data from, the more complex the data mapping process will also be.
What should I test during data migration?
Data validation test designAlways take the most important dataset and data that have values in all columns.Verify the data types after the migration.Check the different time formats/zones, currencies etc.Check for data with special characters.Find data that should not be migrated.More items...
How do I test migration scripts?
To test database migration scripts against a production database we need to provision a database with the latest production data and run the migration test on it. The data-image created in the previous step has the snapshot of the production database.
How do I verify data after migration?
Here are 8 steps to follow in the data migration process.Define the scope. ... Study requirements, business rules and mapping document. ... Dependencies and interactions. ... Create test cases and queries to verify the data. ... Execute test cases.Compare the results. ... Non-functional testing. ... Functional application test.
How do we do data migration in Salesforce?
When performing a Salesforce data migration, consider the following:Create a data governance plan. ... Selecting the data migration tool. ... Identify required or read only fields. ... Plan the order of migration. ... Planning the naming convention of labels and API names. ... Ensure correct date format. ... Plan for the inevitable errors.
What is migration testing with example?
What is Migration Testing? Migration Testing is a verification process of migration of the legacy system to the new system with minimal disruption/downtime, with data integrity and no loss of data, while ensuring that all the specified functional and non-functional aspects of the application are met post-migration.
How do you automate data migration testing?
Automating the Migration Testing Process: A 2-step processCan auto-link columns to create tests quickly.Allow adding filter conditions.Quickly verify table-to-table and column-to-column compares, and row counts.Verify all data types.Provide business rules validation.
What is post migration testing?
After migrating from one of the supported source platforms, you can perform a post-migration check to verify that the transferred websites, email accounts, databases, and so on are available on the destination server. The post-migration check verifies the operability of the following aspects: Websites. Mail. DNS.
What is migration acceptance testing?
Data Migration User Acceptance Testing User acceptance testing provides an opportunity for the user community to interact with legacy data in the destination system prior to production release, and most often, this is the first such opportunity for the users.
What is migration check?
Home Page. The transfer of chemicals from food contact materials to food is called migration. The passing substances are called migrants. Migration test; It is a test performed in food production facilities to determine whether chemical substances are transferred from food packaging and production equipment to food.
What are data migration tools in Salesforce?
Salesforce Data Migration ToolsSalesforce Data Loader. It is a Salesforce client application that stands out from the rest for its high security and efficiency in handling large volumes of data. ... Salesforce Data Import Wizard. ... JitterBit Data Loader. ... Dataloader.io. ... Salesforce Inspector.
What are the three data migration tools available?
The following list shows some popular open source data migration tools:Apache NiFi.CloverETL.Myddleware.Pentaho.Talend Open Studio.
How long does Salesforce data migration take?
From our experience, the average duration of a Salesforce data migration process is from 20 days to around 2.5 months.
What is Salesforce data?
Sales Data and Forecasting: Using Salesforce, businesses get an easy access to the necessary Sales data at the right time, allowing them to connect with potential customers easily, thereby increasing Sales and Marketing productivity with the latest and the most accurate data. It also gives businesses the ability to get a real-time view of your Sales team’s forecasts.
How long does it take to set up Salesforce?
In contrast, Salesforce can be easily set up within a few weeks.
What is Salesforce account management?
Account Management: Salesforce allows businesses to have a holistic view of their customers. This means that they have access to activity history, customer communications, key contacts, internal account discussions, etc., at all times.
How does Salesforce reduce time?
Sales process: Salesforce reduces your time by limiting the data entry tasks so that you can interact with more customers. Simply put, you can enforce an explicit & repeatable Sales strategy exclusively.
Is Salesforce good for data migration?
Salesforce is an excellent choice for Data Migration as it has all the advanced features and functionalities to improve the layout of storage systems, records, and databases. This article provided you with a step-by-step tutorial to help you understand how to set up Salesforce Data Migration. It also guided you to set up a user interface, add custom fields and define a template layout.
Can Salesforce be used as a no code platform?
Hence, businesses can instead use existing automated No-code platforms like Hevo.
Is data migration a copy paste function?
Although Data Migration might seem like a copy-paste function, it is challenging to perform correctly in practical situations. For example, imagine a scenario where you’re planning out to move from one city to another. You’ve to pack all your important stuff to shift from one place to another. Similarly, data, an integral part of the business, also needs focused planning and strategies to move from one system to another. The movement of data, however, requires an alteration in database and application too.
How complex is data migration?
The complexity of a data migration project depends on the source system (s) configuration and state, data quality, existing data processes versus new data processes, configuration of a destination system (Salesforce) and the way it is used at the time of the migration. For example, migrating data from a number of excel spreadsheets is different than migration from an internal legacy system. Migrating data into a system that is currently used and already contains data is more complex than when your Salesforce org is brand new. And when you have a number of systems, some of which will be retired while others integrated, you add another layer of complexity. The logic you use for this type of a project depends on many parameters. But there are some important points you need to pay attention to:
What are the problems with data migration?
If you research common data migration issues, you will see that poor data quality is often at the top of the list. But it is not the only thing that can cause problems. Here are some other common problems: 1 Insufficient tools and human resources 2 Failure to translate data into a new structure and format 3 Unexpected effect of existing data, validations and processes to newly migrated data 4 Unexpected effect of newly migrated data to existing Salesforce data that is already used 5 Unforeseen data issues and exceptions 6 Access and permissions problems
What is Salesforce migration?
Conducting a successful Salesforce data migration is one of the most challenging tasks for a Salesforce professional. Data migration is the process of transferring data from one system to another; however, the work required before the actual transfer is the most complex part.
What is the most critical phase of Salesforce data migration?
Data migrations can be very different depending on the size, format and accuracy of the source data; however, there are three general phases that you can follow. Preparation is the most critical phase in Salesforce data migration, this article has a special emphasis on it.
Why do you need to migrate Salesforce?
The reason for having to conduct a migration into a (new) Salesforce instance are varied and might also give you a hint on which data you need to extract from where. For example, you could need to migrate from a different CRM into Salesforce because you have realised you need to build scalable processes and Salesforce is the right CRM for it. Or you could need to migrate from one Salesforce instance to a different one because you have acquired a company that works on Salesforce and you now need to move its data to your Salesforce instance as part of the post-acquisition integration. Finding out which source data is trustworthy, where it is stored and how it should be mapped to the Salesforce data model can be very challenging, but remember that a good preparation phase is the key to success.
What is the preparation phase of Salesforce?
In the preparation phase, you will first need to identify the data to migrate and the data source of truth. The type of processes you have built in Salesforce will highly influence your Data selection, although you could also realize you need to build additional objects and processes when analysing the data you need to migrate to Salesforce.
What is the next step in the preparation phase?
The next step in the preparation phase is ensuring all records of each source system have a unique Identifier. If any of the data categories in one source system is related to another one in a different system, the unique ID of the second one is required in each related record. For example, if you are planning on migrating current Customer Details from the backend, but you would also like to import past Sales Contract information from the previous CRM, every Sales Contract record in the CRM is required to have a backend ID.
Do customer service teams work on the same system as sales agents?
Ideally, Customer Service agents will be processing service tickets in the same system, but this will not always be the case. If Customer Service Teams do not work on the same system as Sales agents, some more business data will be found in the Customer Service tool they use.
What to do if Salesforce data has migrated?
Once all data appears to have migrated over to Salesforce, it’s time to run a data validation check. If any errors have popped up, troubleshoot and then reimport only the affected files to avoid creating duplicates in your new application.
What is a sandbox migration?
A Sandbox is a duplicate version of your production environment. By testing your migration with a sample size of data in it, you’ll get a much clearer picture of how well your migration will go, how long it will take, and potential errors you’ll face. If/when your test migration results in errors, update your migration strategy accordingly and test again. When you feel confident you can run a full data migration with minimal errors, it’s go-time.
What is data mapping?
Before data mapping starts, before you start writing out directions for your data teams , you’ve got to map out the entire project through the scope, timeline, and budget. This step feels tedious but results in a plan that reviews and prepares for every potential risk and allocates all required resources beforehand. In particular, it helps us decide how much data we migrate and how far back we go for any entity in your source, as well as build target data models.
When should data validation take place?
Data validation should take place in two stages in your data migration project – during this cleaning and prep phase and at the end, during QA in the new application. Here is where a more analytical and detail-oriented approach pays off. Look for data falling outside of range constraints, established expression patterns, and fields violating data-type constraints.
Is data migration fun?
Data migration isn’t fun. It’s manual, time-consuming, detail-oriented work. And a lot can go wrong. As consultants, we’ve helped keep organizations do so successfully, and we’d like to share our Salesforce data migration best practices with you.
Is Salesforce data migration bad?
In a very bad case, user adoption drops off, and the system becomes completely useless to your organization. Good data is paramount.
When is the best time to clean up data?
Migrations are the best time to clean up your data. As I mentioned earlier, dirty data creates a ripple effect that negatively affects the entire business. So, before you put it into a new application, clean it up to protect your business.
Why Migration Test?
As we know, the application migration to a new system could be for various reasons, system consolidation, obsolete technology, optimization or any other reasons.
Why is data migrated from legacy to new application mismatching?
This may be due to the change in data type, format of data storage, the purpose for which the data is being used may be redefined.
What is migration guide?
‘ Migration Guide’ which is prepared by the Migration team needs to be strictly followed to carry out the migration activity. Ideally, the migration activity begins with the data back up on the tape, so that, any time the legacy system can be restored.
Why is performance testing important?
Performance testing is important to ensure that migration to new system/software has not degraded the performance of the system. It is also required to carry out Load and stress tests to ensure the system stability.
What is simulation in testing?
Simulation of a real-time environment in the testing lab is another real challenge, where testers get into different kind of issues with the real data and the real system, which is not faced during testing.
What should be noted down in legacy application?
A number of tables in the legacy system are to be noted down and if any tables are dropped and added post migration needs to be verified. A number of records in each table, views should be noted in the legacy application. Study the interfaces in the new application and their connections.
Why do we clean data before migrating?
Clean the data before migrating, so that when migrated , duplicate data will not be present in the new system and also this keeps the entire system clean
How to work with Salesforce project manager?
When working with your project manager, make sure they understand your dependencies and you understand the Salesforce build plan. Once you do, work with your PM to assemble a detailed schedule that includes all the dependencies.
How long does it take to test intent defects?
Therefore, you should plan for users to have enough time to thoroughly test the data. Additionally, UAT testers are often performing UAT in addition to their day job, you can’t expect them to spend 4 hours a day testing, every day for 2 weeks. Make sure you understand their schedule and they understand the commitment needed to properly perform UAT.
Can failure to meet any of the other attributes be mitigated by planning?
Failure to meet any of the other five attributes can be mitigated by planning, but nothing can mitigate for a bad plan —or worse, no plan.