Salesforce data migration is the process of migrating data from external sources, such as legacy systems or databases, to the Salesforce platform, a cloud-based customer relationship management (CRM) platform. This migration is frequently performed when a company uses Salesforce to manage its customer data, sales, marketing, and other business activities.

Corporations create massive amounts of information, which is eventually stored in databases. However, over time, they may need to be moved from one location to another, and data migration tools are required for this process. These data migrations may occur for a variety of reasons, including simultaneous work in two systems with data that has to be integrated, the adoption of a new CRM, modifying the data model to be more scalable, and maintenance or updating operations, among others. Preparing to properly export and import data is critical for company development in the twenty-first century.

Salesforce Data Migration Tools are a bunch of solutions for migrating data to and from the CRM platform. These technologies are useful for migrating data from legacy systems, local databases, or other platforms to Salesforce, and vice versa.



The tool of choice is determined by the data's complexity, migration needs, and user interface and functional choices.



1.Determine the data you wish to move.



Determine what data you want to move and where it originates from. It is critical to understand how Salesforce's practices may impact the choices. Data migration includes not just migrating current information, but also determining how Salesforce processes and objects may require extra data.



2. Create templates for the data.



a) Make a template for every object.



b) Identify the necessary fields for each item, as this will guide the sequence of data translation. The suggested order is:

  • Accounts
  • Campaigns
  • Contact information
  • Opportunities
  • case studies
  • Price Books
  • Products
  • Leads
  • Contracts
  1. Finish your templates

Before putting the data in large amounts into the template, review it. For instance, load one record, verify the results, and then load all records.

  1. Prepare the destination organization

Consider establishing custom fields to contain inherited identity information. You may additionally index the custom field by assigning it the "External ID" attribute. This will help in the maintenance of relationships as well as the development of customized data validation reports.



5. Validate the data

You can use the following approaches to validate the data after migration:

  • Create custom reports to confirm record counts and offer a comprehensive overview of the migration.
  • Examine the data on an individual basis.
  • Review exception reports to have a better understanding of the data.

Salesforce Data Migration Tools

The tools used for the transfer of data include ETL (extraction, transformation, and loading). Currently, a wide variety of options are available, customized to different users, from new users to developers, and while they share comparable features, each has its own set of strengths and drawbacks. The decision should be based on company objectives and the unique capabilities of each tool. Here are our top ten preferred Salesforce data migration tools, along with their general qualities.

  • Salesforce Data Loader
  • Salesforce Data Import Wizard
  • JitterBit Data Loader
  • io
  • Salesforce Inspector