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6 Tips for Better Salesforce Data Migration

6 Tips for Better Salesforce Data Migration

Data Migration can be a stressful and challenging process, even for seasoned professionals. The more complex the system, and the longer you have been collecting data, the harder it can be to accurately understand, process and transfer all your essential business data.

Over the years, maybe you changed some of your business processes or added a number of new apps. Either way, the way you handle data can change over time. Not to mention that different people simply are more thorough at inputting data than others. Because of all of these factors, data migration often gets the reputation of being quite a headache.

However, when working with any new implementation, your data migration stage is crucial. Small hiccups can be annoying and cause delays, while significant problems can potentially cause the implementation to fail completely. So with all of this in mind, and in the interests of everyone migrating data out there, we want to present a few tips to help ensure a successful data migration.

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1. Start by deciding on what data you want to migrate

Especially if you are moving to a new CRM or another system, do yourself a favor and start fresh. Don’t just transfer everything. You wouldn’t throw all your old junk and trash from your old car into a new one, so don’t do it with your data either.

Early on in the project, you should decide exactly what it is you really want to keep, and how far back you need to go. If you have been in business for 20 years, is it really going to be that helpful to know open and close dates for accounts in 1998? Was your system even digital then? Don’t be afraid to clip out fields and data that you just don’t use anymore.

Also, because you are already taking the time to look at your business process, you can also take this opportunity to identify what fields or data you don’t currently have but would like to begin adding and tracking.

2. Make realistic time estimates

Data migration is complex and time-consuming. Don’t assume it will be quick and easy, no matter how “simple” you think your database is. There will almost always be a number of hidden challenges and slowdowns along the way that you weren’t able to foresee when you got started.

What takes so long? Well for starters, some amount of time is needed for every aspect of every field, including understanding the field, mapping the source field to the target field, configuring or building transformations, performing tests, measuring data quality for the field, and so on.

In particular, understanding the source data – which is likely the most important part– cannot be automated by tools, but requires analysts to take time going through the list of fields one by one.

Long story short, making an accurate estimate can be challenging, but no matter what you come up with, make sure you are generous with your time so you have realistic expectations going into the project.

3. Take a look at your data quality

Having poor, or ‘unclean’ data can be one of the biggest issues you can encounter during data migration. For example, incorrect formatting on phone numbers or dates can throw off the whole process via mapping errors. And while it may not make the migration fail, let’s be honest, things like N/A in a name or company field doesn’t really do much good for anyone. 

Yes, it can be a lot of work to look into all of the different data fields and fix any outstanding issues, but if you don’t, the whole data migration may fail. So, it should go as a given that you should get started cleaning your data ASAP, and give yourself plenty of time to do it right.

4. Involve the business team

So far we have been talking a lot about working with fields, but an essential ingredient here is to loop in your business people. You know, those people who actually use the fields in their everyday jobs. They are the ones who know the system’s ins and outs, and can best advise on what data to keep, what to get rid of and what can be done to make improvements.

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A recommendation here is to run a test batch and let your business team look at the data through the new UI so they can really see and get a feel for how it works. Not only can your team see it in action, but you get to ensure that all fields are populated and all expected relationships are working. If all is good, then go forward with the rest of the data migration.

5. Get ready for long data loads

As great as Salesforce is, it does have a few drawbacks. One of them is slower speeds when it comes to moving data back and forth from the cloud.

Local databases with good hardware can move at lightning speeds, however, a Salesforce Cloud transfer has many factors that can slow down the process, such as the network speed, Salesforce API bottlenecks, and custom Salesforce code which can also limit loads and processing.

A common strategy is to batch your data loads to ensure successful transfers, smaller load times, and to avoid clogging up the entire processing bandwidth. Just imagine how upsetting it would be to be 90% of the way through a 2-week data load and to be hit by a power outage…

6. Document everything

Ironically, our final data migration tip is to create… more data! However, this data is essential. You should ideally document everything you do in the process of data migration so that if there are any changes to the project team or you need to move your data in the future, you will have a guide available.

What information should be documented?

  • How did you decide which data to migrate / not migrate? And why?
  • Lessons learnt, including how long it took to prepare your data for the migration. This way, if you move your data in the future you have a better idea of how much time to allow.
  • What exactly have you had to do with the data to ensure it is migrated successfully?
  • Note the data restrictions for the fields in both the existing system and the new system.
  • Project timelines including milestones and key dates you achieved them.
  • An issue log which includes any problems you came across.
  • The relationships between the records (primary keys and foreign keys).
  • The project team and their roles.

Hopefully, these tips have not only given you a better understanding of the data migration process but the next time you are moving all of your records, you can have a better, smoother and more successful project.

-Ryan and the CloudMyBiz Team



App of the Week – How to Integrate Salesforce and Excel – XL – Connector

App of the Week – How to Integrate Salesforce and Excel – XL – Connector

Microsoft Excel is and has been the name to beat in spreadsheets for a long time thanks to its simple grid interface, flexible features and powerful data tools. The more you know how to use Excel, the greater the benefits. So for those users out there who would prefer to use Excel to manage their Salesforce data, this app has been made to do just that. Pull reports, work offline, update and edit, or mass merge records. This app has you covered.

XL-Connector is a data loader that provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click!

Check it out here!

Tip of the Week – Keeping Picklist Integrations Safe by Using API Names

Tip of the Week – Keeping Picklist Integrations Safe by Using API Names

As you may know, with the Spring 2017 update of Salesforce, many different features were upgraded or modified. But did you know your picklist integrations also got a tune up? Before now, when an admin renamed a picklist value, the integrations referencing the value had to be updated, such as through Data Import & Export, Apex, SOQL, etc. However, that has all changed. The solution: each picklist value is now represented with a label and an API name. Thus when an admin changes the label associated with a picklist value, the underlying API name will keep the associations the same and prevent integrations from breaking.

In addition to the ability to rename a picklist values’ label and API name, admins can block all picklist values’ API names from being changed by setting up a special permission. This feature is useful when you have multiple admins in your org and you want to make sure they don’t accidentally break integrations based on picklist values.

Click here for more details and examples!.

-Ryan and the Salesforce Guys

App of the Week – Easily Collect Information with Web to Any

App of the Week – Easily Collect Information with Web to Any


If you are in need of an easy-to-use process for gathering information from the visitors to your company’s website’s visitor, by way of a custom object, this app is perfect for you. Using this app, you will be able to quickly create code and collect the information from visitors. The data gathered will be imported directly into Salesforce, where you can expand leads, create reports for your team and more!

Web To Any is an application that allows you to capture any objects information from the company’s website visitors and helps you to automatically generate new records in Salesforce.com.

Check it out here!