How to implement Salesforce migration in simple steps ?
Salesforce is a cloud-based CRM model that helps conduct and boost online sales. It is highly customizable and is mainly used to automate the business process such as automated email campaigns, automated billing process and lot more.
With service clouds for sales, marketing, services, community etc, every business wants to use the potential of Salesforce for the betterment of their sales and revenue numbers.
Salesforce Migration is a complex process of transferring all the functional data from existing legacy system into the Salesforce Cloud without losing any of customers’ sensitive data.
Below is the data migration process with further details:
The foremost task is to scan through the client’s existing system to understand his business flow and customer interaction process
Backup creation: Client’s sensitive data is then backed up in to secure SQL servers or FTP sites to retrieve it in case of system issue. This safeguards the data so that it can be transferred easily to the Salesforce cloud post implementation process.
ERD table Import and Field Mapping: On-Demand applications can be reinforced with several security measures to keep the user data safe.
All the ERD tables are studied to gain deep knowledge about the client’s business implementation and requirements. Then a one to one mapping is carried between legacy table structure and Salesforce CRM. Field scaling is also implemented to match legacy system into Salesforce CRM.
An initial import is carried in a production environment for newer clients while for the clients already working on Salesforce cloud, the import is carried in a testing environment so that client’s live traffic is not hindered.
The query refining process is repeated multiple times until the client feels completely satisfied about the implementation. After client’s validation, the final import can be done.
Final Import:A backup copy of client’s database is used for the final data migration. Uploading recent backup ensures the newly implemented Salesforce cloud to possess the latest transnational and functional details about the client’s business.
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