Salesforce Data Migration Services
Bring the data your teams need into Salesforce, with a clear plan for preparation, testing and launch.
Start with the information your business needs
Moving to Salesforce is an opportunity to review the information your teams rely on. Which records are still useful? Where are there duplicates or gaps? What history needs to remain accessible?
These decisions affect how people work with Salesforce after launch, from finding the right contact to understanding an open opportunity or producing a report.
Xenogenix helps you assess your source data, agree how it should fit into Salesforce and plan the migration. We work with your team to prepare records, preserve important relationships and check that the result supports everyday business tasks.
What does Salesforce data migration involve?
Salesforce data migration moves agreed information from existing systems into a Salesforce environment. Sources can include another CRM, spreadsheets, business applications or an existing Salesforce org.
The scope may include customer records, contacts, opportunities, activities, files and custom business records.
Each source needs assessing before the move. Fields may have different meanings, records may use inconsistent formats and information spread across several systems may need bringing together.
We help define what should move, how it should be matched and transformed, and how your team will confirm that it is ready to use.
The decisions worth making before migration starts
A migration becomes harder when important questions are left until the final data load.
For example, two systems may hold different addresses for the same customer. Someone needs to decide which takes precedence. An opportunity may depend on an account, contact and product record, all of which need to remain correctly linked.
We help you work through questions such as:
- Which records should move, and which should be archived or left behind?
- How will duplicates and conflicting information be resolved?
- Which relationships, files and historical details need preserving?
- Who can approve data changes and confirm the migrated results?
- How will updates made during the migration period be captured?
- What information do connected systems need after the move?
Answering these early gives the project a clearer scope and makes testing more meaningful.
Our approach to reliable Salesforce data migration
At Xenogenix, we take a structured, low-risk approach to data migration, focusing on quality, validation and alignment with business processes.
Discovery and data assessment
Identify source systems, record volumes, relationships and data quality issues. Agree the scope, responsibilities and information needed to estimate the work.
Data cleansing and preparation
Agree how duplicates, missing values and inconsistent formats will be handled. Work with your data owners to prepare records and resolve exceptions.
Mapping and transformation
Define how source information fits Salesforce objects and fields. Document transformations, matching rules and the identifiers needed to preserve record relationships.
Migration and testing
Run trial loads and investigate exceptions. Check record counts, relationships and representative business scenarios with the people who will use the data.
Cutover and post-migration support
Plan the final load, any restrictions on updates and the handling of changes since the trial. Reconcile the results and support agreed checks after launch.
Find out more about Migrating Your Data
FAQs
What is included in Salesforce data migration services?
The agreed scope can include source assessment, data preparation, field mapping, transformation, trial loads, validation and the final migration. We establish responsibilities for cleansing, approval and post-migration checks during planning.
How long does a Salesforce data migration take?
Timing depends on the number of sources, data quality, record relationships, transformation requirements and testing needed. Access to source information and availability of business owners also affect the schedule.
Can you migrate data from multiple systems into Salesforce?
Yes. The planning needs to establish how records from different sources relate to each other, which source takes precedence when values conflict and how duplicates will be identified.
Can historical activities and files be migrated?
They can be assessed as part of the scope. What is practical depends on the source system, export options, destination requirements and the relationships that need preserving. We agree what should be migrated or retained elsewhere before proceeding.
How do you check that a migration has worked?
Checks can include record counts, field values, relationships and rejected records. Business users also test representative tasks and reports, helping confirm that the information is usable as well as successfully loaded.
What is the difference between data migration and integration?
Migration moves an agreed set of information as part of a transition. Integration provides an ongoing exchange between systems. A project may need both, particularly where some applications will continue operating after Salesforce goes live.
Do you have questions on migrating your data?
If you are planning a Salesforce implementation or looking to improve your current environment, a structured data migration is critical to success. Contact Xenogenix to discuss your migration requirements and how we can support your project. Simply fill out the form, or for immediate assistance, call us on 08456 525 625