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What Is Salesforce Data Migration and How Does It Help?

Salesforce data migration can be an incredibly helpful process. Weu2019ll explore the specifics of what goes into this process.

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What Is Salesforce Data Migration and How Does It Help?

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  1. Click to d text What Is Salesforce Data Migration and How Does It Help? www.autorabit.com

  2. 1. What Is Salesforce Data Migration? 2. Benefits of Data Migration 3. Best Practices for Salesforce Data Migration 4/8/2022 www.autorabit.com 2

  3. 1. What Is Salesforce Data Migration? ▪ As we mentioned above, it might become necessary to move system data from one platform to another. Salesforce is a powerful cloud- based environment that offers many inherent benefits such as reliable security, customization, and the potential for fast application development. ▪ There are many factors that can influence the difficulty of performing this task. Larger sets of data are going to take more time and make it more difficult to ensure the validity of the transferred data. An incomplete transfer can lead to lost information that impacts the functionality of the new platform or compromise the integrity of the resulting data repository. 4/8/2022 www.autorabit.com 3

  4. 2. Benefits of Data Migration ▪ Salesforce data migration aims to verify your data once it is compiled into a singular location to guarantee comprehensive data integrity. ▪ Understanding and trusting your data is an important part of knowing how to use it. Your system data needs to be cared—especially if the information contained is sensitive. This is dictated not only by government regulations, but simple best practices for businesses. 4/8/2022 www.autorabit.com 4

  5. 3. Best Practices for Salesforce Data Migration ▪ Proper preparation is a major deciding factor between successful and less-than-successful data migrations. Meticulously define the data that you would like to migrate to a new location. Those working with multiple original sources will need to go through and tag the various sources and types of data. ▪ Tagging the data in multiple sources will help to map them toward the correct area within your destination environment. For instance, if you would like to combine customer contact information that is currently spread throughout various platforms, assign them a unique identifier that can be compiled once migrated. 4/8/2022 www.autorabit.com 5

  6. Contact us or Request a demo https://www.autorabit.com/request-a-demo/ info@autorabit.com +1 925 500 1004 548 Market Street PMB 98272 San Francisco CA 94104-5401 www.autorabit.com Click to add text Click to add text Source: What Is Salesforce Data Migration and How Does It Help? 4/8/2022 www.autorabit.com 6

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