Get in touch

shape shape

Dependable Salesforce Partner

Data Migration Process

Substantial Data Migration Process

Migrating substantial data to Salesforce is a tricky process. Incredibly convoluted, it requires the right tools, technologies and strategies to be pulled off flawlessly. Given its complexities, it is also a process that takes quite some time to be completed.

Team Of Experts

Team Of Experts

This is where our experts come in. Despite all the hurdles that stand in their way, they incorporate advanced tools, creative strategies, and ingenious processes to make the data migration process simpler, faster, and easily accessible to you and your team. You can additionally team up with a reputed Salesforce ISV partner like BiztechCS to make the data migration process from one Salesforce organization to another, safer and more robust.

Salesforce Data Migration

Seamless Salesforce Data Migration

Worried about all your operations coming to a grinding halt during the data migration process? Don't be. In addition to ensuring a seamless Salesforce data migration without bugs or data loss, our Salesforce development team ensures all the processes continue smoothly without any hitches.

Safety & Security

Safety & Security

We understand that data migration isn't just a server shuffle; it's a strategic journey. It involves dodging duplicates and ensuring your critical data is securely backed up every step of the way, so nothing important gets left behind or compromised.

Services

Salesforce Data Migration We Offer

Our expertise lies making it a breeze to move to Salesforce, whether you’re switching from another CRM, upgrading from an old version, or syncing with tools like Zendesk and Ant. Let us handle the technical details so you can focus on growing your business.

Arrow Icon
salesforce sales cloud
01
Effortless CRM to Salesforce Migration
Let our experts make your CRM move a cakewalk. Our team will guide you through every step ensuring a smooth and incredibly personalized transition that not only keeps your data intact but also boosts your CRM capabilities within Salesforce.
02
Seamless Salesforce To Salesforce Migration
Make your Salesforce experience even better by upgrading from one Salesforce org to another. We take care of securely transferring your data and optimizing your system, so you get a more powerful and efficient setup without any hassle.
03
Third-Party Migrations
Expand the productivity of your Salesforce with seamless third-party migrations. We integrate tools like Zendesk and Ant smoothly, ensuring your salesforce ecosystem syncs perfectly with external platforms, and boosting its efficacy.

Process

Our Data Migration In Salesforce – A Guide

As your trusted Salesforce migration service provider, we involve you at every stage of the iterative data migration process:

step 01

01
Data Analysis

To kick off your Salesforce Data Migration, we dive deep with a series of insightful questions about your data structures, unique personalization, and crucial information. This helps us craft a tailored roadmap that caters to your unique needs perfectly.

step 02

02
Data Standardization

We then diligently format and fine-tune your data for seamless compatibility with Salesforce, ensuring top-notch quality and incredible fidelity before the transfer.

step 03

03
Data Mapping

Creating an entity relationship document helps you see how your tables, data types, and record counts fit together, making it easier and more accurate to map your data fields in Salesforce, so everything aligns perfectly.

step 04

04
Sandbox Import And Demo

Start with a test batch to test mapping accuracy and data integrity. Once you give the thumbs up, we will proceed with live data input.

step 05

05
Data Migration

Prepare for a smooth migration with thorough testing. We import your CRM data to Salesforce, fine-tuning data models and field mapping to mitigate risks and ensure a seamless transition.

step 06

06
Validating Data & User Adoption

Our QA engineers make sure your data is perfectly transferred in the right formats. Additionally, we offer user training to help you easily get used to all the flairs of Salesforce.

Shape Image Layout

Make Data Transition Seamless

Don’t hesitate to reach out to us for your Salesforce needs. Drop a line today for expert consultations.