For every Salesforce professional, successful migration has always been troubling and challenging work. However, the process becomes quite easy if one has a clear understanding of what data migration is along with some of the factors which everyone is expected to keep in mind for Data Migration Strategies.
Data migration in detail
Data migration signifies to a few specific set of rules along with operations which are involved in data transfers from one system to another. Though this part is easy, it is the step before data transfer is considered to be intricate.
Before starting Salesforce Data Migration, one should know that it is based on the accuracy of source data, size, and format. Therefore, before starting the procedure of data migration, it is advised to create a robust strategy that will provide one with an secure, and streamlined transition.
For example, one of the questions should be where this data will be transferred using metadata manually or API based. Now check out the strategies!
Strategy 1 – Committing to shareholders
While developing a strategy, a company should fasten shareholders and its users and notify them about data migration beforehand. This will allow one to get the supreme backing.
Shareholders from different departments have in-depth knowledge and understanding of the data which will be migrated. Moreover, they can provide practical insights which would be suitable and related to data migration.
Strategy 2 – Creating a data backup
One of the vital subjects which people should keep in mind is creating a data backup. It will aid in having a backup that would be beneficial for restoration, during an emergency.
One of the important migration strategies is using such backups. One can proceed with data migration without worrying about uncertainty. Thus, even if one gets confused in the middle of the process due to some arising issues or challenges, then one doesn’t need to worry at all.
All of the lost files and documents can be easily recovered as the entirety of the actual data is stored in one.
Strategy 3 – Identifying data
Shareholders are quite familiar with the amount of data that needs transferring, along with what requires relocation from a system to another. Furthermore, they will have all explanations related to data transferring, such as where data should be stored, different ways to configure it, ensuring which data is well-defined and which is not, and more.
Other than that, one should know that he may require to develop new fields, the value of such fields, verifications, etc. to ensure success through data migration strategy.
Strategy 4 – Preparing data
After going through the identification process, one needs to understand what modifications are necessary for the next step. For this, an entrepreneur should be equipped with data migration tasks, for future modifications. This will help to ensure an error-free data migration and also to make sure that the entire process runs efficiently.
Strategy 5 – Selecting appropriate tools
One of the aspects to initiate the process is selecting appropriate tools. Since Salesforce offers different tools to manage projects related to data migration, one requires to choose the necessary tool.
In some scenarios, an organization needs new modifications which can be managed by incorporating the existing tool. However, there are times when one would need to develop a new tool according to his requirements.
Strategy 6 – Executing migrating testing
For successful Data Migration Strategies, and more, people need to understand that there is no point in backing out after the entirety of data is successfully imported from the old ecosystem to the new one. Here one would should verify that if he is risking data when it is being created.
To ensure everything runs smoothly after migration, a company should test in Sandbox setting. This way, one would come across every possible argument that arises there and sort out without much hassle.
Strategy 7 – Allocation of workers
A task doesn’t require to recruit an entire workforce to handle it. Hence, one shouldn’t allocate several workers to be engaged on a task. It is a person’s job to ensure that a list is developed as to who is to be involved in the project.
Moreover, one should clarify the responsibilities and roles workers will play and respectively engage them. This way, there will not be a glitch in completing the task, and all work is done efficiently.
Strategy 8 – Data migration
Migration done for examination, assure a company that data migration in a new environment will be a success. However, before migration takes place, it is people’s job to ensure that Salesforce experts are notified about it. Also, one should mention things associated with modifications that one would want to make along with its effect on the new environment.
One requires checking data in the present system repeatedly to ensure withstanding testing data migration in Salesforce.
Now that you are aware of the strategies, there are some aspects which you should keep in mind too. Have a look at the next!
The things to keep in mind
- User Mapping
The first strategy involves user mapping. Before initiating a time transfer, one of the things to ensure is user mapping. In this process, one needs to ensure that the records are being set accurately in a system where data is being migrated. Moreover, in this step, one should make sure that migrated data records can be used by others.
Security during data migration is essential. Hence, one should know whether the Company-Wide Defaults and current profiles are appropriately placed in the new system.
- Clean up
Before migration starts, one need to ensure that if the unused applications are present or not, which can be installed by a professional. Also, verify if any duplicate files are current which one can delete before the process. Also, check out which data is properly moving ahead; it is one of the most significant Data Migration Strategies.
- Backing up data
To ensure nothing goes wrong during and after data migration starts, one should create a backup for the entire data ecosystem that exists. This ensures that no data is lost during transfer and is available at all times.
- Space available
Another thing one should check minutely is, whether a company’s existing Salesforce environment is capable of handle a further massive amount of data which a company wants to transfer.
While inserting records in a new Salesforce environment, one should ensure that it is being done accurately for going through less hassle later. In addition, one should check whether the parameter is harmonious for Salesforce Data Migration.
Make sure that one knows the deadline for the transferring work. Furthermore, check whether a plethora of testing is done for data migration before launching is for all the users.
One should keep in mind all of these pointers, along with all the data migration strategies mentioned here. From committing to shareholders to testing migration system and more; all of these include a lengthy procedure.
Hence, it is not easy and one should be careful when opting for data migration. To understand this more precisely it is advised to reach out for aSalesforce Consultant. They will assist in every possible way they can for migrating data efficiently.
“Chitiz Agarwal also known as “Kumar” is a Salesforce.com evangelist and architect who has more than 13 yrs of IT experience. He has worked with big MNCs like Accenture and IBM and now running Techila Global Services from last 7 yrs and grown the company to size of 150+. He has delivered more than 700 projects on Salesforce.com till date and participated from initial requirement understanding to final delivery. His twitter handle is @ChitizAgarwal”