Data Migration

November 22, 2019 Parth Patel

Simplify your data migration with the experts

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Every business has dealt with this dilemma at some point in their growth cycle. Migration of data is not only time consuming but can also turn out to be expensive if not done right the first time.  

Some of the challenges that make it a difficult process to manage without proper planning are lack of adequate understanding of the amount of data to be migrated, improper allocation of resources to deal with the work involved. 

Lack of attention towards these problems will result in poor user adoption or even inefficient customer relationship management.


Planning an effective migration

There are several factors that need to be taken into consideration for an effective migration of data.

Decide whether it will be a manual migration or with the help of Metadata API.

Map users of the data to ensure the right person has access to the relevant records.

Ensure that organization-wide security defaults are replicated in the new environment.

Delete any duplicate data files and cleanup any inactive applications.

Check the Salesforce environment is large enough to accommodate the new data being migrated into it.

Define and implement naming parameters to ensure a systematic organization of data.

A backup of old data should be completed before the migration.

Establish a timeline for migration and testing of the data migration before rolling it out to the users.


6 best practices for effective Salesforce data migrations

Identify the stakeholders for data involved.

Make sure the data is relevant and updated.

Understand how the data needs to be used going forward.

Prepare the data for transfer and a destination org environment.

Complete the migration and run a test migration.

Validate the data and ensure it is ready for use.


The Six Approach

On-time solutions

Rely on our team of experts to deliver simplified industry-specific solutions that get to work for you when you need it the most.

Personalized Design 

There is no need to settle for solutions that don’t cater to your specific needs. With our expertise, we can offer customized designs that can solve problems specific to your business.

Optimal user adoption

With the use of agile frameworks and user involvement right from the start, the Six team interacts with team members to understands their needs and pain points. Effective communication and a detailed training plan ensure smooth user adoption.

Security and data integrity

Our team follows stringent industry standards for data validation and security. The Six team of experts ensures that your critical data is protected, and quality is ensured throughout the implementation process.

Scalable and reliable solutions

The team at Six understands that implementations need to cater to your growing business’ needs. As you expand, our flexible standards and designs ensure that your applications will cater to the increased demands without additional development work in the future.

Simplified solutions for easy implementation

Six Consulting advocates best practices in the industry in all its implementations. With dedicated consultants who aim at simplifying the technological requirements, our solutions are easy to administer and scale.

“Clients have appreciated the customized, personal experience they could offer their clients thanks to Salesforce's intuitive tools.”

  • Danny
  • Salesforce Certified Architect
  • Six Consulting, Inc.

Salesforce worldwide CRM market share (2018)

$48.2 b

worldwide spending on CRM software

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