Salesforce Data Migration
Data migration is transferring data across different data formats, databases, and storage systems. Although the data migration process might sound easy, it entails many complex tasks such as data mapping, reformatting, etc. It includes numerous pre- and post-migration steps, such as planning, creating backups, testing for quality, validating the outcomes, and much more.
Why we need it?
Steps Involve in Data Migration-:
Data Assessment:
Begin by assessing the data to be migrated. Identify the source of the data (e.g., spreadsheets, databases) and determine the data's quality and structure.
Data Extraction:
Extract data from the source system using appropriate data extraction tools and methods. This may involve exporting data to CSV files or using data extraction scripts.
After identifying client's source application, we request the client to share Data sheet he wants to migrate to salesforce application.
For example, Let suppose we get a request from Client (Hotel Owner) that he want to switch its database from oracle to salesforce, so that we get data sheet which we have converted to CSV format.
Data Mapping:
Create a data mapping document that defines how data from the source will be mapped to fields in the target Salesforce org. This includes matching field names and data types.
Once we got data sheet, next step is to convert Hotels record to Account. For that 1st we need to create External ID field in account record to map HotelId to that field. Also, we can see Client's data has account type's values which is different from our org's values. So, we map old source's values to our org's types of values.
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Data Loading:
Load the transformed data into the target Salesforce org. Salesforce provides various data loading tools, such as the Data Import Wizard, Data Loader, and the Salesforce API. Ensure that data is loaded in the correct order to respect relationships and dependencies.
Once we transform our data to salesforce org format, we get our final data we need to load as an account record.
For Data Loading we can use any Migration tool like Import Wizard or Data Loader. Here I use Data Loader tool.
Here I choose CSV file as shown in Record 1 image.
Then map the External Id field of Account to Hoteld , Name to Hotel Name and Account's Type to Customer's type attribute of record set. After clicking Ok , record will be insert in target org.
Conclusion
Data migration can be a complex process, and its success depends on thorough planning, careful execution, and rigorous testing. It's crucial to involve experienced data migration specialists and Salesforce administrators to ensure a smooth transition.
Salesforce developer | Salesforce certified administrator | Service Cloud | Experience cloud | Field Service Lightning | LWC | Apex | CRM analysis | Einstein chat bot | Double Star Ranger⚡
1yInformative
🌩️Salesforce Developer | 3X Salesforce Certified | 1X Copado Certified |5X Trailhead Ranger | 18X Superbadges
1yThanks for sharing