![]() Although some customers choose to load all their data in one massive step, it is better to break your data loads into smaller pieces. You cannot load legacy data without the use of a data loader, but you can find a variety of apps - some of them free - at the Salesforce AppExchange. You will need to determine whether there are specific files, such as customer masters, that need to be loaded first and handle them accordingly. Even if you have already scrubbed your data prior to embarking on your migration, it is a good idea to clean it one more time before you load it. There are a number of excellent tools available at the Salesforce AppExchange that can help you with these tasks and save you considerable time over performing them manually. Typically, the transformation phase is where your data will be cleaned and standardized. Make sure that you can recover from a failed transformation should the worst happen. What tools, such as an ETL app, will you need for extraction? What is your timeline for extraction, and who will be the person responsible for overseeing the process? Is there a specific order in which data should be extracted? What steps will be taken to verify the data? What is your recovery plan should the extraction fail? Where will the data be held, if necessary, between extraction and loading, and do you need to implement any additional security measures during this stage?Īlthough it should be obvious, too many times, legacy data is not backed up and a recovery plan drafted before the data transformation stage. The first phase of your data migration plan should address the extraction, or getting your data out of your legacy system. Are there files that can be archived on-premises, such as records that are not used but must be retained as support for tax filings? Are there siloed databases that need to be fully integrated? Do some employees have files on their PCs rather than the server? How clean is the data? It is also critical to know how much data you have that must be migrated. Determine what files need to be migrated and map their location. Although the specifics of a data migration plan can vary by business or industry, there are certain steps that are universal.īefore you can plan how to migrate your data, you need to know what you have. The attention you devote to planning your data migration can help ensure the integrity of your data, giving you better results after migration. Instead, you will need to develop a plan to prepare your data for migration to ensure a smooth transition. ![]() ![]() It would be nice if Salesforce possessed psychic abilities and data migration could be “plug and play,” but no platform offers that capability - yet. ![]() Once an enterprise has decided to implement Salesforce, the next question that most people have involves how to integrate their legacy data. ![]()
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