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Thursday, June 13, 2024

5 Best Practices For Salesforce Migration And Integration

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If you need to prepare your Salesforce for migration and integration from one instance to another, there are specific vital points that you should take into consideration before moving forward. Since the entire point of this migration is to make your Salesforce greater, more productive, and successful, these essential migration perspectives will provide you with valuable insights on how to ensure that you have every aspect covered. 

Migrating your Salesforce requires a lot of preparation, but if you take the time to plan it all before the migration, you’ll save many resources, effort, and time in the long run. Here are the top 5 practices for migrating and integrating your Salesforce.

  1. Make sure your data is clean.
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Many businesses decide to perform Salesforce migration and integration to get a fresh start for their systems and data. It’s like resetting all your systems and starting anew. Making sure your data is clean refers to removing all irrelevant and duplicate information to save yourself the trouble of having to do it later on. 

You can perform this data cleansing by reviewing your data before the migration. Standardize addresses, delete irrelevant and old data and merge duplicates as this will help you ensure your data is clean and ready for migration. 

Data integrity is the main driving factor of a successful Salesforce migration, and your integration needs to be built atop data integrity. No matter how much effort you’ve invested in data maintenance, there will still be inconsistencies and redundancies. Assure data consistency and accuracy to ensure a successful migration.

  1. Perform detailed data assessment
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The next step is to assess your data. Once you’ve eliminated all duplicates, irregularities, and redundancies from your data, it’s time to carefully determine what data is essential, beneficial, and meaningful to your Salesforce migration. If you decide to migrate all your data to sift through it post-migration, you’ll only end up wasting time and resources that you could have invested in uplifting your organization. 

Try to examine your data according to your future needs and business goals to accurately assess the exact things you need to ensure your post-migration systems’ maximum productivity and effectiveness. You must perform this data assessment before the time comes to migrate.

  1. Ascertain end goals
turned on black and grey laptop computer

Many businesses make a mistake in separating their business operations from the tech tools they are well familiar with and evaluating their end goals before migration as they are still unfamiliar with the technology they’re moving towards. However, this is wrong as the technology you know should be entirely separate from your new migration goals. Think about the main reason you’ve decided to migrate, as that reason will help you set new goals. 

Whether you’re looking to refine your processes or expand them, you need to effectively envision the goal of your migration to harness the potential of modern technology and ensure that it happens. However you take it, technology should be uplifting, propulsive, and inspirational. 

Your old processes probably won’t match the new capabilities of a new system, meaning you need to build new strategies around your new system. Whether grounded or lofty, big or small your operations are, they are the driving factors of your migration and the primary motivators for moving to a better solution. You should also invest special efforts in making communication between your consultants and team as effective as possible, as this is critical to ensuring a successful implementation.

  1. Set clear goals for your new implementation

The next step in your migration journey is to determine the goals you want to accomplish with your new implementation. This is essential to your Salesforce migration preparation as it tells you what you need to do on a micro-level. 

The previous step made sure you find out what you want your migration to achieve on a macro level, but you also need clearly defined micro-goals to ensure your implementation goes as planned. Ask yourself the following questions:

  • What kind of solutions does your business organization need the most?
  • What are the things you’ve learned from your previous systems?
  • How can that knowledge benefit your process of integration and your new system?

While you can always discuss these matters with your implementation partners to get valuable advice on how to proceed, no one can do your migration for you. This is why you need a clearly defined idea of what you want your new system to achieve for your organization, as this is pivotal to long-term migration success.

  1. Evaluate your new system

Your migration leads to developing a series of new practices and changes that follow. Knowing how your existing systems will interact with the new system is vital for ensuring your implementation works according to plan. 

Gather all the tools you’ll need to make sure things go well and determine the technologies you’ll need and won’t need anymore. Some tech will remain helpful, while some aspects of your business’s technology will require a change. Think about compatibility issues between new technologies as this is what will ensure seamless integration into the new system.


Salesforce migration is the most effective way to seize the opportunity for your business to reinforce your business mission, increase efficiency, and streamline systems. If you do it by the book, Salesforce migration can be a real game-changer for your company’s overall success.


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