6 Mistakes to avoid during Salesforce Data Migration

Data migration is more than just moving records from one system to another. It is, in fact, a challenging and time-consuming task that demands ample planning along with a good understanding of a current system. Poor data mapping can lead to eventual loss of important data and critical functionality. There can also be unexpected effects of existing data and rules after migration. All this can become even more troublesome when you are migrating into a running instance that is being used by several users as opposed to a new one. Therefore, even when importing thousands of records, you have to be sure that all records have been migrated completely.

The factors that need to be considered during data migration may vary depending on the complexity of your source data. However, for any data set, you can avoid having to constantly go back and forth to make sure all data is imported by following the standard protocol of planning, migrating and testing. While these steps are necessary, equally important is avoiding the following:

1 — Planning without involving stakeholders.

2 — Importing related Custom Objects in Random Order.

3 — Importing large data in Production Environment in the first go.

4 — Mapping irrelevant data fields

5 — Forgetting to review active workflows and triggers.

6 — Not testing in the end.

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