{"id":12159,"date":"2021-08-16T13:48:06","date_gmt":"2021-08-16T13:48:06","guid":{"rendered":"http:\/\/ismiletechnologies.com\/?p=12159"},"modified":"2022-10-06T17:16:27","modified_gmt":"2022-10-06T11:46:27","slug":"salesforce-data-migration-plan","status":"publish","type":"post","link":"https:\/\/ismiletechnologies.com\/en_us\/cloud-services\/salesforce-data-migration-plan\/","title":{"rendered":"Salesforce Data Migration Plan"},"content":{"rendered":"\n<ol class=\"wp-block-list\"><li><strong>Create the data management and governance plan<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">You need to create the data management and governance plan. The plan needs to detail&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>People, Technology and Processes&nbsp;<\/li><li>Ownership, knowledge, accessibility,&nbsp;security,&nbsp;and quality of data&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Data standards validation&nbsp;<\/li><li>Details about data being migrated such as legacy IDs mapped to data IDs&nbsp;<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li><strong>Determining and streamlining the project management plan<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">It is&nbsp;required&nbsp;to&nbsp;determine&nbsp;the scope of the migration project along with mapping the phases of the project and deciding about on-boarding methods, requirements from teams involved in the project and so on. It&nbsp;includes&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Executive sponsorship&nbsp;<\/li><li>Project milestones&nbsp;<\/li><li>Kickoff meetings&nbsp;<\/li><li>Coordination&nbsp;etc&nbsp;<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li><strong>Undertake Migration Requirement Analysis<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">It involves analysis of functional requirements,&nbsp;data,&nbsp;and technical requirements&nbsp;along with&nbsp;deciding the goals,&nbsp;objectives&nbsp;and critical success factors.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li><strong>Identify and organize the data to be migrated<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">You&nbsp;cannot&nbsp;migrate data unless and until you ensure data quality.&nbsp;Your&nbsp;data is passed through rigorous&nbsp;vetting&nbsp;to&nbsp;identify&nbsp;the quality of data. With pick lists and validation rules ensure that quality data id produced,&nbsp;mapped,&nbsp;and organized.&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li><strong>Create and populate your template and create the destination orgs<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Create and populate the template and use it again for migration. You also need to ensure that the destination org is compatible to accept the data.\u00a0<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"33253\" class=\"elementor elementor-33253\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1f27ef0 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1f27ef0\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c65c317\" data-id=\"c65c317\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-dc3c880 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"dc3c880\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-3248be5\" data-id=\"3248be5\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5886bd6 elementor-widget elementor-widget-heading\" data-id=\"5886bd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to experience the full power of cloud technology?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1f56c4e elementor-widget elementor-widget-text-editor\" data-id=\"1f56c4e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span class=\"TextRun Highlight SCXW216552313 BCX0\" lang=\"EN-IN\" xml:lang=\"EN-IN\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW216552313 BCX0\">Our cloud experts will speed up cloud deployment, and make your business more efficient.\u00a0<\/span><\/span><span class=\"EOP SCXW216552313 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-4b7dd61\" data-id=\"4b7dd61\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-81f081a elementor-align-center elementor-widget elementor-widget-lottie\" data-id=\"81f081a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;source&quot;:&quot;external_url&quot;,&quot;source_external_url&quot;:{&quot;url&quot;:&quot;https:\\\/\\\/assets4.lottiefiles.com\\\/packages\\\/lf20_kkesf8mx.json&quot;,&quot;is_external&quot;:&quot;&quot;,&quot;nofollow&quot;:&quot;&quot;,&quot;custom_attributes&quot;:&quot;&quot;},&quot;loop&quot;:&quot;yes&quot;,&quot;play_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0.9,&quot;sizes&quot;:[]},&quot;lazyload&quot;:&quot;yes&quot;,&quot;link_to&quot;:&quot;none&quot;,&quot;trigger&quot;:&quot;arriving_to_viewport&quot;,&quot;viewport&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;start_point&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;end_point&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:100,&quot;sizes&quot;:[]},&quot;renderer&quot;:&quot;svg&quot;}\" data-widget_type=\"lottie.default\">\n\t\t\t\t\t<div class=\"e-lottie__container\"><div class=\"e-lottie__animation\"><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-inner-column elementor-element elementor-element-ac6262c\" data-id=\"ac6262c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e19f719 elementor-align-right elementor-mobile-align-left elementor-tablet-align-right elementor-widget elementor-widget-button\" data-id=\"e19f719\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-xs\" href=\"#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjI5OTEiLCJ0b2dnbGUiOnRydWV9\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Start Today !<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li><strong>Initiate a pilot project&nbsp;<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce CRM ecosystem may not be compatible for data access from other systems. So, you need to customize your applications,&nbsp;make&nbsp;necessary configuration changes&nbsp;along with&nbsp;detailing out the technical and functional designs. Even after that it is better to test&nbsp;migration&nbsp;with a pilot project. Enable the settings in the Salesforce CRM to transform legacy data into Salesforce CRM database. From there you extract the trends of data and&nbsp;identify&nbsp;the purchase behavior.&nbsp;List the&nbsp;lookups, the external&nbsp;key,&nbsp;and the&nbsp;records count&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li><strong>Monitor your integrations<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Constant monitoring of your integrations is&nbsp;required&nbsp;to ensure that the data&nbsp;confirms&nbsp;the standard&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\"><li><strong>Set the system for migration<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<ul class=\"wp-block-list\"><li>Create the data pipelines with steps that check and cleanse data&nbsp;<\/li><li>Enable alerting for big data&nbsp;<\/li><li>Use the salesforce API for automating movement of data between the apps&nbsp;&nbsp;<\/li><li>Conduct system testing and user testing&nbsp;<\/li><\/ul>\n\n\n\n<ul class=\"wp-block-list\"><li>Enable the setting and configurations for data extraction&nbsp;<\/li><li>Add and set user access permissions&nbsp;<\/li><li>Customize salesforce page layouts and create custom field&nbsp;<\/li><\/ul>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\"><li><strong>Migrate your data<\/strong>&nbsp;<\/li><\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Conduct the data migration and test&nbsp;whether the migration has been successful in entirety&nbsp;<\/p>\n\n\n<h4>Contact Our DevOps<\/h4>\n<h2><\/h2>\n<p><\/p>\n<p><a href=\"http:\/\/ismiletechnologies.com\/request-a-consultation\/\">Get Free Consultation<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>Create the data management and governance plan&nbsp; You need to create the data management and governance plan. The plan needs to detail&nbsp; People, Technology and Processes&nbsp; Ownership, knowledge, accessibility,&nbsp;security,&nbsp;and quality of data&nbsp; Data standards validation&nbsp; Details about data being migrated such as legacy IDs mapped to data IDs&nbsp; Determining and streamlining the project management plan&nbsp; [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":12509,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[81],"tags":[],"class_list":["post-12159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cloud-services"],"_links":{"self":[{"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/posts\/12159","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/comments?post=12159"}],"version-history":[{"count":2,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/posts\/12159\/revisions"}],"predecessor-version":[{"id":33667,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/posts\/12159\/revisions\/33667"}],"wp:attachment":[{"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/media?parent=12159"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/categories?post=12159"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ismiletechnologies.com\/en_us\/wp-json\/wp\/v2\/tags?post=12159"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}