Problem 1: Mismatched Expectations and Beneath-Scoped Venture Plan
Efficient challenge planning and communication is essential in relation to Salesforce Information Migration. The absence of clear communication and course of gaps amongst Salesforce growth, enterprise, and information migration groups can scale back the chance of a profitable migration. To keep away from this pitfall, it is crucial to ascertain clear expectations between all events concerned.
Listed below are 3 ways to make sure that expectations are met throughout Salesforce Information Migration:
- Salesforce workforce and information migration specialists ought to talk adjustments to the Salesforce information mannequin within the weeks main as much as go-live. This establishes greatest practices for managing Salesforce and prevents unintended, time-consuming points.
- Information migration specialists and enterprise stakeholders must agree on which information will probably be migrated from the outdated enterprise app into Salesforce. In some instances, this mapping train might reveal lacking fields or performance.
- The supply workforce and enterprise stakeholders should work collaboratively to make sure that coaching happens with precise information if your complete course of is being moved from an outdated system to Salesforce.
Remember to take a look at: What do you mean by Ant Migration in 2023? | Salesforce Developer Guide
2. Problem 2: Need to Clear Information Whereas Migrating
There may be some information cleansing required to efficiently migrate your system. Nonetheless, information migration shouldn’t be the time to try a full blown information high quality initiative. This might improve the extent of effort considerably and trigger unexpected delays.
In the course of the technique of transferring information from one enterprise software to a different, like Salesforce, it is important to focus solely on the important information high quality points that might impede a profitable migration. It’s because the brand new system’s automations and validation guidelines might spotlight these issues. To ensure a seamless information migration course of, it is advisable that thorough information high quality changes are made within the supply system or after the info has been transferred.
Moreover, Salesforce gives an unlimited ecosystem of options and apps, considered one of which is Cloudingo, which could be a worthwhile software for information cleanup throughout migration. By cleansing the information on the supply or after migration, you possibly can be certain that the info is correct and constant in your new system.
In any other case, you will want to carry out information high quality / grasp information high quality operations earlier than you migrate information.
3. Problem 3: Handbook, human initiated information motion
In relation to extra complicated Salesforce information migrations involving a big variety of objects, the Salesforce Information Loader software will not be the best resolution. The Information Loader’s handbook mapping course of will be time-consuming, susceptible to errors, and troublesome to scale. It might not be capable to deal with complicated relationships between objects, and it might not help all information sorts. These points may end up in information high quality issues and might prolong the general information migration timeline. In these instances, utilizing a extra strong information migration software could be a higher method.
Take a look at a tremendous infographic by Ryan right here: Salesforce Data Migration Launch Plan Infographic
Have a Blueprint for Success
There are many sources on the internet together with those we offer at no cost. Listed below are key elements that it is best to construct into your personal profitable information migration plan.
- Venture timeline + milestones
Having clear milestone and dealing backwards from “go-live” a minimum of 6 weeks will make it easier to keep away from under-scoping your information migration into Salesforce.
- Information migration object stock
Scorecard to trace and report progress and points via your complete migration lifecycle
- Information mapping docs
Excel / Google Sheets with information mapping and definitions
- Finish to finish migration guidelines
Full, documented guidelines of all steps that must happen for migration; Follow makes good!
- Enterprise continuity plan
A enterprise continuity plan must be a part of your general Salesforce rollout. Information migration must be a part of that continuity plan. There are isn’t any going again to migration after you progress information and customers begin updating information in Salesforce. Set expectations up entrance that it doesn’t matter what, your finish customers will discover information points. Plan for publish migration cleanup as a part of your general migration plan.
Want extra assist along with your information migration challenge? Feel free to contact me for a copy of my free migration blueprint.