Salesforce is a top Customer Relationship Management (CRM) software. It is fully hosted in the Cloud. This means that you don’t have to install it anywhere in your company. Simply log into the portal and you will have access to your Salesforce account. This software has a number of characteristics that make it easier for companies to interact with their customers. These features make it possible for the companies to get closer to and understand their customers. To make this happen, Salesforce helps the customer management teams deal with customer data. This data may need to be transferred to a new setting or a new company. How is this done? Read on to find out.
What do you need to do before migration?
It is quite possible to move Salesforce data from one company to another. To do this, the data has to be prepared first. It needs to be organized into a specific order so as to preserve the data relationships. These are usually defined with the Salesforce IDs. One would assume that they are established with names but IDs are more unique and reliable. Thus, you should first match the IDs and names prior to packaging the data for migration. This can be done using the Vlookup feature.
The process of data migration is quite delicate. One wrong move could result in data loss. Therefore, if you feel that you are unable to accomplish the migration on your own, please consult your Account Executive and they will get in touch with a qualified Salesforce consultant. This officer will help to migrate the data for you.
It is also important to know that customer meta data is quite important for the migration to work. This data helps to rebuild customer accounts once the Salesforce data has been migrated to the new location. Therefore, collect all relevant meta data before migration for a successful transition.
In some cases, you may want to migrate only specific data instead of the whole consumer data file. Such a case would be where you want to migrate only these elements:
- Customized object records
In this case, you should use the Data Import Wizard. It will automatically gather the data that is saved under these elements for you. The Salesforce customer data section contains many more elements than these. Thus, if you want all the others instead of these, the Data Loader is the tool for you. It is important to note that you can only use the Data Loader if you have an Unlimited, Enterprise or Performance Salesforce account. Another point to note is that while gathering the data for export, the Accounts and Contacts elements should be imported and packaged for migration together.
Quick migration solution
If you desire a quick migration, you can use a Salesforce data migrator. Available at http://www.flosum.com/, it will automatically perform all the above tasks for you. It has filters that make it easy to create data sets for migration.
Salesforce CRM software can be a superb company asset. By bringing your company and your customers closer together, it can help you create a stronger brand and improve customer service. This results in better revenues. By using the methods indicated above, you can migrate the Salesforce data conveniently.
Stellah Hardy is a Salesforce consultant. She has experience in using the data migration resource indicated at http://www.flosum.com/salesforce-data-migrator/. She has contributed significant knowledge in this report.