Salesforce.com Data Migration Best Practices

Salesforce.com Data Migration Best Practices

  • Import Legacy Ids
  • Create Compound Keys for Companies
  • Create and Map Only Relevant Data Fields
  • Replace Large Pick Lists With Look-ups
  • Perform a Limited Test Migration
  • Create a Old/New Field Pairing
  • Normalize Old Data
  • Create a Cutoff Date for Old History Records
  • Detailed project plan with the order of activities and validation steps for Go-Live.
  • Include business users in the final validation and Sign-off
  • Check the data storage and attachment limits
  • Define rules for one-time data conversion
  • Check for Standard and Custom Indexed Fields for query speed up
Gopal Das
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Gopal Das

Founder at GopalDas.Org
He is a technology evangelist, Salesforce trainer, blogger, and working as a Salesforce Technical Lead. After working in Java based project implementation, he jumped to the Salesforce system on a whim and never looked back. He fell in love with Salesforce’s flexibility, scalability, and power. He expanded his knowledge of the platform and became a Certified App Builder, Administrator, Platform Developer I, SalesCloud Consultant while leading the Salesforce implementation and technology needs. He has worked in a wide variety of applications/services like desktop, web and mobile applications.
Gopal Das
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