Data Migration to Salesforce
Trianz can assist you with data preparation, remapping, deduplication, and cleansing to ensure little to no business logic is lost during the migration. Our process leads to higher data validity and integrity, while also reducing storage requirements to save you money on licensing.
Trianz can assist you with data preparation, remapping, deduplication, and cleansing to ensure little to no business logic is lost during the migration. Our process leads to higher data validity and integrity, while also reducing storage requirements to save you money on licensing.
After the migration, our CRM specialists will perform a quality assurance (QA) process to ensure your Salesforce instance can grow with your business. Areas we check include:
Security models
Object and field validation
Load count validation
Error handling
Validating data integrity
Workflow validation
User acceptance testing (UAT) for security, functionality, and quality
Types of Salesforce Migrations
Migration to Salesforce
When migrating from Zoho, Microsoft Dynamics, HubSpot or other CRM platforms, reformatting and mapping the different data formats to match the Salesforce requirements can take extensive time, effort, and planning.
Trianz will evaluate your sales enablement processes and audit your current data, assets, and workflows to identify areas that need improvement. To ensure accuracy, we tailor integrations with custom fields and mappings before testing the solution in a sandbox environment. While timelines vary based on the scope of the migration, Legacy CRM migrations typically take anywhere from 4 to 8 weeks to complete.
Migration Between Salesforce Orgs
Trianz understands the complexities of data and the importance of preserving its integrity. Our approach ensures that whether you’re migrating data to Salesforce, from Salesforce, or between two or more instances, all data has been clean and de-duplicated before and after the migration for a streamlined user experience.
If you need help with a one-off migration from org to org, or you need to manage records when migrating between two or more orgs, our experts can develop and execute a migration plan that aligns with your Salesforce goals.
Salesforce Classic to Lightning Migrations
The complexity of migrating from Classic to Lightning is directly proportional to the complexity of the org. Ensuring the integrity of Salesforce Lightning roll out is a continuous process.
Trianz can ensure no business logic is lost during migration and that your organization is taking full advantage of the new features, including custom fields, custom objects, reports, dashboards, and AI integrations.
Salesforce Migration Best Practices
Trianz can lead by example and help you at every stage in your Salesforce data migration. We work with our clients to apply the following best practices:
Sequential Record Insertion
The order in which you insert records to a new Salesforce org is essential. Trianz will monitor relationships between objects and sequentially insert records so that relationships are correctly configured.
Security and Profiles
Salesforce has a range of default organizational profiles to govern data access and security alongside any custom profiles you have created. Our team will verify that the current profile configuration does not put security or data integrity at risk in your new Salesforce org.
License Retention
Keeping the old Salesforce instance is critical as you transition to a new environment. Our team will retain enough licenses for you to return and investigate issues in the old environment, and assist in applying fixes to the new Salesforce org.
Storage Headroom
The new Salesforce org should have sufficient capacity to hold existing data and merge any migrated data, with additional headroom for new data to be collected from your live environment.
User Mapping
When migrating between Salesforce orgs, mismatched user IDs can wreak havoc. Trianz can help you set up record ownership in a new Salesforce environment to ensure that IDs match.
Sandbox Environments
Before performing the real migration, we recommend using a sandbox to create a staging environment for customization and testing.
Questions to Ask Before Salesforce Migration
What is the quality of the data being migrated?
Who are the key stakeholders for the migration process?
Should we take an automated or manual approach to migration?
Are there any industry-related compliance or regulatory concerns?
Will training be needed to improve adoption rates?
Trianz’s Approach to Salesforce Migration
Depending on the type of migration and its scope, Trianz’s assessment phase takes around 1-2 days to complete. Our migration specialists identify all legacy assets and provide a report detailing migration feasibility, recommended best practices, and what to expect when migrating legacy CRM tools.
After gaining complete buy-in from stakeholders, a detailed analysis will outline the following:
Total Cost of Ownership
We leverage automation to create an inventory of the existing solution. Using our product evaluation framework, a total cost of ownership will be developed for each platform, edition, third-party integrations, and licensing fees.
Migration Roadmap
Leverage the inventory to identify the complexities, dependencies, and business logic to develop a migration roadmap. The roadmap will then be aligned with your Salesforce strategy.
Proof of Concept
Leverage automation (where possible) to validate the migration effort. We will then finalize the platform selection that caters to your use cases.
