Data migration is a crucial process for any company. Proper data migration requires meticulous planning and the right execution skills. An improper data migration process results in more time and resources being spent on the process, ultimately delaying the completion of the required task. It can harm system performance, thereby affecting the business adversely. Salesforce data migration can be very time-consuming and challenging. To avoid any mishaps during the entire process, here are the five mistakes companies need to avoid:

Choosing the Wrong Migration Tool

A thorough evaluation of the entire migration process is critical before the actual data transfer process begins. With multiple tools available for the data migration process, the first step is to choose which tools are suitable based on the amount of data and its complexity; otherwise, the process will be inefficient, taking more time than required.

Importing Poor Quality Data

Cleansing the data by eliminating low-quality or repetitive data points is a vital process in Salesforce data migration. Migrating data with inaccurate or incorrect information can result in poor data quality that impacts the business. Importing parts of data instead of the whole set ensures a more efficient and error-free process.

Mapping Data Incorrectly

Data mapping is crucial because inaccurate mapping can lead to an improper data transfer process. That would require performing the entire process again, further delaying task completion and affecting performance.

Getting rid of unnecessary fields that are used by very few records is a good idea. After mapping the data correctly, it becomes easier to segregate the eligible data sets from the ineligible ones.

Unfortunately, manual mapping is a time-consuming process. A better option would be to outsource the Salesforce data migration process to organizations that offer comprehensive migration solutions. They are equipped with experience, expertise, and tools to perform the migration process more efficiently. 

Not Having A Data Repository

Data mapping is a complex process, and it involves creating the right connection between the source and destination systems so that data can be transferred from one system to another seamlessly. A Salesforce data migration tool makes the process easier by automating various tasks; however, this also involves creating a detailed and complex set of rules.

Maintaining a repository of comprehensive data mapping information will save time and money in the long run because it reduces the risk of incorrect data mapping and results in a more efficient Salesforce data migration process.

Not Testing The Migration Process  

It is imperative to test the migration process first before proceeding with any real-time migrations. Companies will also find it advantageous to run regular reports and check the report counts by performing Salesforce Object Query Language (SOQL) queries or applying filters and comparing the results with the original data to see if the migration is going smoothly.

That way, companies can choose the best migration strategy based on the accuracy and performance of the tests. 

Outsourcing The Migration Process

The Salesforce data migration process is complex, time-consuming, and requires the right amount of expertise to implement successfully. By outsourcing it to a Salesforce consulting partner, companies can save time and money and focus on other critical tasks.

Whether you are thinking of starting your Salesforce adoption process or are currently in any other stages of Salesforce implementation or migration, you can count on Speridian’s end-to-end services to solve your biggest customer experience challenges.

Connect with Speridian to learn more.

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