Data migration is not a new concept for any company. It’s quite a common practice to move data from one place to another. What can be new to them is the process to migrate their data entirely on a new CRM platform. Many companies that have been using their legacy systems are now working to ensure successful Salesforce migration to raise the level of their productivity and make the most of the CRM functionalities.
Following the best practices of Salesforce migration can help companies to conduct successful migration, ensuring there is no redundancy or data loss. Moving to Salesforce has become a common approach for organizations these days because of the irresistible benefits the CRM platform offers.
Migrating to Salesforce has its own importance. Mentioned below are some of the reasons that could make Salesforce data migration irresistible for companies:
And that’s just a few benefits Salesforce provides its users. But to leverage all of these, you need to ensure successful Salesforce migration.
Migrating your data to an entirely new platform can be a high-risk venture. But with the right measures, you can cut down the risks and ensure a successful migration. Here we have discussed some ways that will help you achieve Salesforce migration smoothly:
Having clean data can give you a solid foundation to successfully run your migration process. You can ensure this by using custom fields, making sure that each custom field runs through a clearance process.
Create a data governance plan keeping all the stakeholders in the loop. It will help all the departments to be on the same page. Make sure to pay attention to specific details like the number of legacy IDs mapped to user IDs and the data that is to be added or removed during the Salesforce migration.
There can be times when the data structure might conflict with the governance plan. In that case, you should begin the process with a pilot project so the teams can understand how the import process will be followed on the CRM. It is important to run such a pilot project even when you are starting with Salesforce implementation to gain a better understanding of the process.
Moving to Salesforce can be a breakthrough for your organization but to ensure you are getting all the benefits of Salesforce, you have to ensure a smooth migration process. The best way is to take help from Salesforce experts for a smooth and successful migration.
Contact us to know more about how you can move your data smoothly on Salesforce.
Conducting data migration from or into Salesforce can be time-consuming but a necessary task. The data migration process in Salesforce is a challenge for any enterprise. You might face both organizational and technical challenges, which should be managed and resolved for a smooth Salesforce integration process. Therefore you might need Salesforce developers who follow best practices for Salesforce data migration to ensure a smooth transition.
While working on data migration, there are chances that the data might get misaligned. It is possible because of reasons like:
To overcome these issues, companies need a strategy by experts who are well-versed with the best practices for Salesforce data migration.
The goal of data migration is to keep data in a centralized location, clean, and up-to-date. The experienced Salesforce integration partners follow the best practices for Salesforce data migration, which are listed below:
The first best practice for successful data migration is to create and commit to a data governance plan.
Your business should follow a clear process for data migration, ensuring all stakeholders are on the same page. The plan can be an enterprise-wide data management initiative, or it can be a simple agreement between the individuals responsible for Salesforce and the system data management. Following Salesforce governance best practices creates an ongoing process for CRM data migration, ensuring data is cleaned for the migration.
The process of data migration would not be a success without focusing on data quality. You need to have clean source data to get started. If you are using a custom field, it should go through a rigorous vetting process that will explain what the field is, how it will be used, and identify the good or bad data.
Salesforce administrators will use this information to create validation rules, pick lists, and field dependences that will help to perform data mapping. Sometimes, validation rules and pick lists might not be enough to ensure quality data. You can run regular reports to audit the field and check for junk data.
Salesforce has a flexible data structure, but it can conflict with existing systems that follow inappropriate and inflexible data governance processes. This can lead to tension between different departments. One of the best practices for Salesforce data migration is to start with a simple pilot project for the team to understand how CRM can perform easy data import.
You might have useful sales data in an older, less flexible database where it’s hard to extract value from that information. You can use default data settings in Salesforce to filter out garbage data and bring that legacy data into the Salesforce CRM database. After that, you can use Salesforce reporting to extract trends and identify purchase behavior.
A pilot project will help understand the value, allowing the data governance team and other departments to be more ready for Salesforce data migration.
Data migrations and integrations can be ongoing projects, and this is where companies make the mistake of considering it a one-time thing. It is important to focus on constant monitoring to make sure data conforms to the standard. This can be avoided in two ways:
For best results, you should maintain a combination of an integration tool and reports. Consider using Salesforce dashboard tools to track progress on data quality and duplicate records.
Using the best technology is a way to strengthen your plan for the data migration process in Salesforce. You need a strong process backed by technologies and tools to perform data integration that goes well with the company. Weak technology can cause a good integration plan to fall short, and this is something you will never want.
Using third-party tools can be of great support here as it provides numerous features that could make your work with Salesforce easier:
To start extracting value from your Salesforce implementation, you must ensure that your data migration from the legacy system goes smoothly and safely. Even if you are aware of best practices, you might end up making a mistake, which can have a negative result for your business.
You need a team that can be trusted with Salesforce data migration, ensuring a smooth data flow without any data loss. Talk to our experts and find out how we can help you with your Salesforce-related business needs.
Migrating any critical software requires addressing the related complex challenges and preparing a clear roadmap for implementation. As the work environment and resources of every company are unique, Salesforce Lightning migration needs a tailored approach to be followed.
Bringing such a change in the IT setup also requires necessary work on user adoption. A business must spend time preparing users with the skills and mindset needed to work with Salesforce Lightning features and enforce effective change management plans. But all those efforts are worth it when you will be able to get hold of every new update and service right when they come out, along with achieving the productivity increase.
In this article, we are going to walk you through the critical steps to get you through the Salesforce Classic to Lightning migration.
Start with getting buy-in, not just from management but also from daily users. You should focus on convincing both parties simultaneously, so you can tailor benefit analysis for the audience and customize it for different departments. You can highlight ROI for management and show increased productivity for users and make a case for Salesforce Lightning.
The report on Readiness Check helps to evaluate your org to determine what will be impacted when you plan Lightning migration Salesforce. It can help you estimate the effort it will take to switch over. It will also highlight potential code issues and identify features currently in use that will no longer be available. In addition to this, you need to perform a gap analysis to derive clear alternatives in place for those features that are not supported in Lightning Experience.
To run the Lightning Experience Readiness Check, login to Salesforce, go to the setup page, and click Lightning Experience >>> Evaluate if Lightning Experience is Right for You >>> Check Your Lightning Experience Readiness >>> Evaluate.
When you know how this transition can affect your org and are aware of any potential issues, you can determine allocation. Salesforce Optimizer will help you identify areas you can improve, simplify, or eradicate, calculating them according to your usage before transition. It can help you remove unused custom profiles and inactive workflow rules. You can also evaluate your AppExchange apps to find out if they are Lightning-ready.
The Lightning Migration Assistant helps you to take a test run of using the Lightning Experience. It will guide you through the process of initiating the use of Lightning for your company. It will also provide you a preview of how your org will operate in Lightning without the need to turn it on for all users of the instance.
This test run will be an ideal opportunity to try apps, and features and perform some experiments with customizations that the Lightning Experience Readiness Check did not evaluate. It can also help you identify features for which your teams may need help to perform the integration.
To start with the Transition Assistant, go to Setup in Salesforce Classic, and click Get Started in the Lightning Experience Transition Assistant tile, given at the top of the menu. Then select Discover Phase >>> Evaluate Lightning Experience Benefits and Readiness >>> Preview.
The basic intention of any company implementing new software or upgrading it is to observe an improvement in the ROI. The same is in the case of migrating to Salesforce Lightning. Start with measuring current business processes in each department and create customer and employee surveys around common complaints to find out if it is possible to resolve them with this migration. You must set KPIs and measurements beforehand so you can show your success after the transition is completed.
A small, simple org can be moved to the new interface as a complete unit easily. However, if your org is complicated or large, you should consider going for a gradual rollout. You can refer to the Readiness report to identify groups that are ready to be moved first.
The process of segmenting helps you plan a sooner move and maintain focus on smaller lists of technical requirements at a time. Segmenting helps to keep the learning process active, helping you to work out any issues in the process. This type of phased approach to a Lightning Experience rollout can be made easier with a roadmap that will act as a guide. Add details to the order you want to move groups in and set a go-live date for each group.
It is always common to encounter user resistance and panic on some level after the migration process. You need to specify the affected user profiles, the scope of work, and timelines and then prepare each group for the shift in advance. Make sure you test key new Lightning features. You can consider going through The Lightning Experience Transition Change Management Hub, which provides step-by-step instructions and best practices for managing the transition of your org.
Migration to Lightning Experience should be spearheaded by an adoption team that will work on end-user testing. The team can gather data and metrics to act as proof to the rest of the team and will help in gaining further buy-in. The user adoption team responsible for user adoption can also highlight major pain points for which extra training will be required. The complete user adoption process helps to ensure there are no surprises when transitioning users to the new interface.
Salesforce Classic to Lightning Experience migration can yield tangible gains in productivity for organizations across industries, with increased adoption and collaboration between functions, achieving higher IT efficiency and cost savings. That is why Salesforce considers Lightning to be one of its best innovations, with which the user experience and platform have only gotten better over time. Impressive right?
If you are thinking about making a switch, talk to our Salesforce consultants, and we’ll help you plan and implement a safe migration process for your business.
