Salesforce Data Migration Services
Move data into Salesforce with a plan you can rehearse: profiling, mapping, cleansing, trial loads and reconciliation that proves the numbers match.
A data migration is the part of a Salesforce project that users judge first. If their accounts are missing, contacts are duplicated or opportunity history has lost its owners, confidence in the new system drops on day one, regardless of how good the configuration is.
We plan and run migrations into Salesforce from legacy CRMs, spreadsheets, databases and other Salesforce orgs, including org merges. The approach is deliberately unglamorous: understand the source data, decide what should move, rehearse the load until it is predictable, and prove the result with reconciliation.
When to bring us in
- You are moving from another CRM or from spreadsheets as part of a Salesforce implementation.
- Two Salesforce orgs need to be consolidated after a restructure or acquisition.
- A previous migration left duplicates, orphaned records or broken relationships that need repair.
- You need to load large historical volumes and want to avoid triggering automation, emails or sharing recalculation storms.
Our migration method
- 01
Scope and inventory
List every source, object and approximate volume. Agree what moves, what is archived elsewhere and what is left behind, with business owners signing off each decision.
- 02
Profile the data
Check completeness, formats, duplicates and broken references in the source before mapping, so surprises appear early rather than during cut-over.
- 03
Map and transform
Field-level mapping to the Salesforce data model, picklist value translation, owner and record type mapping, and a legacy ID on every migrated record.
- 04
Cleanse and deduplicate
Agree matching rules and fix data at source where possible. Where it is not possible, cleansing rules are applied in the transformation step and documented.
- 05
Rehearse in a sandbox
Run full trial loads into a full or partial copy sandbox, in the correct object order, and time them. Rehearse until the run is repeatable.
- 06
Cut over
Freeze source updates, run the final load, temporarily bypass automation where agreed, then re-enable it and run delta loads if needed.
- 07
Reconcile and sign off
Compare record counts, key totals and sampled records between source and target, and record business sign-off.
Reconciliation is the deliverable that matters
A migration is not finished when the load completes without errors. It is finished when you can show that what arrived matches what was meant to arrive. Every migrated record carries a legacy identifier, usually an external ID field, which lets us upsert safely during rehearsals and trace any target record back to its source.
A simple aggregate query is often the first reconciliation check. The example below assumes custom fields named Legacy_Id__c and Legacy_Source__c on Account; your field names will differ.
SELECT Legacy_Source__c, COUNT(Id) recordCount
FROM Account
WHERE Legacy_Id__c != null
GROUP BY Legacy_Source__cCounts are only the start. Designing the target model properly first matters too; see designing a data model that scales. We also compare totals such as open opportunity value, check that child records have the right parents and owners, and ask business users to verify a sample of records they know well.
What you receive
- A migration scope document listing objects, volumes and what is out of scope.
- A field mapping and transformation specification your team can review line by line.
- Load scripts or job configurations, with the object load sequence and settings used.
- Rehearsal logs including timings and error rates, so cut-over can be planned realistically.
- A cut-over runbook with go and no-go criteria. Our migration runbook template shows the structure.
- A reconciliation report with business sign-off.
What we need from you
Migrations depend on people who understand the source data. We need source extracts or read access, a data owner for each major object who can make keep, archive or discard decisions, and time from users to verify rehearsal results, ideally following a written UAT test plan. A sandbox with enough storage for full trial loads is also important; check your org's sandbox and storage entitlements in Salesforce Help.
Questions we hear
Which tools do you use to load data?
Should we migrate all our historical data?
How many rehearsals do we need?
Can you clean our data during migration?
How do you handle record ownership and users?
Planning a move into Salesforce?
Tell us where your data lives today, roughly how much there is and when you need to go live. We will outline a migration plan and the decisions you will need to make.
