Tips for Successful Data Migration in Salesforce

There can be a lot of different reasons why companies need to move data from other platforms to Salesforce.

For example, a company may already be using Salesforce and then acquire another company that uses a different platform, so they want to collect all data in one place. Or a small company is working with a simple CRM platform that covers their basic needs, but over time has grown and all business processes have been scaled up, so they now need more advanced functionalities and customizations.

Data migration in Salesforce can be a very laborious task depending on the accuracy, volume, and format of the data you want to move. The data migration process includes several steps:

Preparation

This is the most time-consuming step and at the same time the most important one. If something is missed at this stage, you will notice it in the final steps and you will need to redo everything.

So here you need to prepare all your data for migration: choose what data to migrate, define the source where to extract it from, and delete unnecessary information and duplicates.

For this reason, you need to get metadata as a table from the source system. Then you need to map all fields in the source system to Salesforce fields. This is important because unmapped records won’t be imported.

map all fields in the source system to Salesforce fields

Migration

This process is actually data import to the Salesforce organization.

Depending on the type and volume of data you need to choose what method you will use for the import process. Salesforce offers two main ways to transfer the data: Data Import Wizard and Data Loader.

  • Data Import Wizard – this is a Salesforce build-in solution available in Setup with an easy-to-use interface to define data sources and map the fields in the import file with the Salesforce fields. You can import data in both standard and custom objects. Use this tool if you need to move up to 50,000 records at a time.
  • Data Loader – this is an app that will help you to import up to 5 million records at a time. The benefit of this solution is that you can operate it with a command line as well as with a user interface. The ability to use a command-line lets you automate the process of importing such a large number of records using API calls.

Quality Validation

After the import is complete, you need to make sure that all data was moved successfully. You can do spot-checks of the records, create custom reports to check the number of records, or see which records weren’t imported through the exception report.

The key to successful data import is good preparation. So don’t miss this step to save your time and avoid failed import attempts. 

We hope that now you know a little more about the complex process of data migration in Salesforce and that our post was useful for you.

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Multi-Factor Authentication in Salesforce

In today’s reality, it is very important to care about security as we have a lot of online activities and accounts on different sites where we store important information like addresses, phone numbers, debit/credit card details, etc.

We try to protect our data by coming up with complex passwords and changing them often. Salesforce isn’t an exception and strives to protect users from credential stuffing or account takeovers. And this is where multi-factor authentication comes into play.

What is Multi-factor authentication?

Multi-factor authentication (MFA) is a powerful secure authentication method that has two steps (or factors) to prove users’ identities when they attempt to log in. The first factor is information known to users, like username and password. The second is a verification method that the user has in their possession, like an authenticator app or a security key. So multi-factor authorisation makes it a lot harder for fraudsters to get access to your Salesforce data.

Types of Multi-factor authentication in Salesforce

Salesforce has several very convenient and innovative solutions for MFA: 

Salesforce Authenticator mobile app

When someone tries to log in to your account, you get a notification on the phone with the details of the activity, such as location, device, user, and service.

If everything looks good and you have no worries – tap the Approve button. If you don’t recognise this activity – tap the Deny button and the login attempt will be blocked.

Salesforce Authenticator mobile app

Third-party time-based one-time passcode (TOTP) authenticator apps.

These apps generate random, temporary verification codes based on the appropriate algorithm. The user gets this code on the phone or email and then they need to type it into a specific field while logging in.

Third-party time-based one-time passcode (TOTP) authenticator apps.

Universal Second Factor (U2F) security key.

Instead of entering one-time passwords or using the Salesforce Authenticator app, users can insert their U2F security key into the appropriate port on their computer (usually their USB port)  to complete verification.

How to enable MFA in Salesforce

  • Navigate to Setup -> Session Settings -> add the Multi-factor Authentication to the right column -> click Save.
How to enable MFA in Salesforce
  • Go to Setup -> Permission Sets -> click New -> enter the Permission Set name -> click Save.
  • Find System Permissions in the System section -> click Edit -> enable the “Multi-Factor Authentication for User Interface Logins” checkbox -> click Save.
Multi-Factor Authentication for User Interface Logins” checkbox
  • Assign the Permission set to the appropriate users.

Check the infographic below for visual step-by-step instructions on how to enable MFA in Salesforce.

Once you have Salesforce MFA, your users’ data will be protected and even if the login credentials are stolen, fraudsters still won’t be able to log in because of the additional protection level.

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