Salesforce Data Migration Services

AN INNOVATIVE APPROACH TO YOUR BUSINESS ORGANIZATION

When migrating business data to Salesforce, challenges are inevitable—whether it’s from any outdated database systems or within Salesforce itself, the process can be both costly and time-consuming. If you expect data integrity, accuracy, compliance, and security, as well as cost-effectiveness when doing data migration in Salesforce, then we’re here to give it to you! We’ve been doing migrations for years and know this process from the inside out. Let us manage all the complexities of your Salesforce data migration project while you focus on growing your business. Maximize value with the right data migration partner – choose AC.

Our Salesforce Data Migration Services

Salesforce to Salesforce data migration

We ensure a seamless transfer of data between Salesforce instances, employing proven methodologies and tools to securely migrate records, objects, and customizations. Trust us to handle data migration for a smooth transition without disrupting your business operations.

Transferring data from legacy systems

We ensure that your data, including contacts, users, images, groups, feed comments, likes & votes, reputation points, etc is accurately mapped and imported from your source system to Salesforce. We use best Salesforce data migration tools to ensure excellent results.

Large-volume data import

Our expertise lies in managing the smooth and precise transfer of extensive source data sets into your Salesforce system. Utilizing advanced tools and our proficiency, we guarantee a seamless migration process while upholding the integrity of your data.

Salesforce Experience Cloud Migration Guide

The guide is packed with real-world insights, technical tips, and practical steps from our experienced Salesforce admins and developers to help you avoid critical and costly mistakes when migrating to Salesforce Experience Cloud.

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Unique Benefits For You

When moving data to Salesforce, we ensure every step is done in the best way, whether dealing with duplicate data or record relationships, fixing errors in the source data, performing data mapping, or completing data entry tasks – everything is under our control, so you don’t need to worry.

Data integrity and accuracy

We prioritize data integrity and accuracy throughout the migration process. We use the best tools and techniques for data mapping, validation, and data cleansing, eliminating the risks of losing or messing up your data and ensuring it stays safe in the new environment.

Minimal downtime and disruption

Our experts collaborate closely with your team to establish an efficient data migration strategy that minimizes the impact on day-to-day operations. We ensure a smooth process that keeps your business running.

Scalability and future-proofing

Our Salesforce data migration services meet current needs and plan for future changes. Leveraging industry best practices and Salesforce’s robust capabilities, we ensure your migrated data is structured for scalability.

Quality Assurance

We ensure the accurate, complete, and reliable data transferring. After completing the migration, we thoroughly check and test everything to ensure everything works as intended, preventing errors and ensuring a smooth transition to the new Salesforce environment.

Let’s Talk!

Got questions? Let’s chat and see how we can help!

Industries

Organizations of varying sizes and industries can migrate data to Salesforce by replacing outdated systems with a new, innovative, flexible, and highly customizable environment, whether in IT/high tech, finance, healthcare, manufacturing, or nonprofit sectors. With our Salesforce data migration services, we ensure a smooth and successful migration for your organization. We’re here to empower you to unlock the full potential of Salesforce in achieving your business goals.

Why Advanced Communities?

Expertise and experience

Advanced Communities is an official Salesforce Community Cloud Consulting Partner with a wealth of expertise and experience in Salesforce data migration. With years of hands-on experience and a deep understanding of best practices, we are well-equipped to handle complex migration projects. We are confident in our abilities as a trusted Salesforce migration assistant, delivering exceptional results and ensuring a smooth transition for your organization.

Tailored solutions

We understand that each organization has unique requirements and challenges. That’s why we offer customized Salesforce apps that align with your specific needs. By taking the time to understand your business processes and objectives, we can design a Salesforce CRM migration strategy that optimizes efficiency and maximizes the benefits of Salesforce for your organization.

Data integrity and security

Data integrity and security are paramount to us. We prioritize meticulous planning, mapping, and validation processes to ensure that your data is accurately migrated and remains secure throughout the process.

Seamless transition

Our goal is to make the data migration process as smooth and seamless as possible. We work closely with your team, offering comprehensive support and guidance at every step. From planning and execution to post-migration support, we strive to minimize disruptions to your business operations, ensuring a seamless transition to Salesforce.

Cost and time efficiency

Our team employs efficient methodologies and uses Salesforce migration tools to streamline the migration process, reducing downtime and minimizing resource requirements. We aim to deliver the project on time and within budget, allowing you to quickly realize the benefits of Salesforce and drive your business forward.

Quality assurance

We focus on validating and verifying the accuracy, completeness, and consistency of your migrated data. Our skilled QA professionals meticulously review the data migration process, conduct rigorous testing, and perform data reconciliation to identify any anomalies or discrepancies.

Migrations Case Studies

Cases: Nonprofits

Greenpeace

Greenpeace, a global environmental organization, faced significant challenges in coordinating its activities and campaigns across the Nordic region due to outdated communication tools and the lack of a centralized platform. Explore how Advanced Communities helped Greenpeace overcome all these challenges.

Merged five regional Experience Cloud sites into one international space.
Improved communication within the community.
Enhanced online collaboration and information sharing.
Simplified and more effective group management.
Increased engagement and user satisfaction.

Read case

IT/High-Tech

MuleSoft

MuleSoft, Inc. is a software company that provides iPaaS software for connecting applications, data, and devices without writing code. Advanced Communities was involved in the strategic project of moving the Mulesoft Help Center from the legacy PHP forums to Salesforce Community Cloud. That included moving 20000+ forum users with the discussions, likes, follows, reputation points, images, and userpics to Salesforce.

Improved engagement and collaboration with Mulesoft customers
Better system performance
Streamlined and more efficient company processes
Increased productivity

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Cases: Nonprofits

Wesleyan Church

Wesleyan Church is a US Protestant church working with vulnerable and exploited communities to help alleviate poverty, suffering, and injustice and continually providing substantive support to ongoing international relief and development efforts.

A Salesforce-integrated community that centralizes all data and delivers relevant information
A beautiful portal with powerful functionality for effective online donation management
Enhanced system performance that ensures frictionless donation processes
Better collaboration and interactions with site users, partners, and supporters
Improved customer service and support

Read case

Let’s talk services

If you’d like to discuss any of our services or how we can help, please complete the form and we’ll back to as soon as we can.

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Q&A

Does Salesforce support data migration?

Yes, Salesforce supports data migration, and it provides various tools and resources to facilitate the process. Salesforce offers features and functionalities to import, export, and manipulate data. Some of the key tools and methods Salesforce provides for data migration include Data Import Wizard, Data Loader, Workbench.

How do I transfer data from Salesforce?

There are tons of tools you can use for data migration in Salesforce but most of Salesforce admins do it with the help of ETL data migration tools, importing through Data Loader, or custom-built apps using the Bulk API. You can also use the Salesforce Data Import Wizard to import data for many standard Salesforce objects (Accounts, Contacts, Leads, Solutions, Campaign Members, and Person Accounts), as well as import data for custom objects.

If you migrate data with Data Loader:

Download and install Data Loader from the Salesforce Setup menu.
Launch Data Loader and log in with your Salesforce credentials.
Select an operation (insert, update, upsert, delete, or hard delete).
Choose the CSV file containing your data.
Map the CSV file columns to Salesforce fields.
Run the operation to transfer the data.

It’s important to carefully plan and prepare your data before initiating the transfer, and always consider making a backup before performing any data migration to avoid accidental data loss or corruption.

What is the recommended order for data migration in Salesforce?

Understand Requirements. Clearly define and understand the data migration requirements. Identify what data needs to be migrated, including objects, fields, and relationships.
Schema Design. Design or review your Salesforce schema (objects, fields, and relationships).
Import Users and Roles. If your migration involves user data, it’s often a good idea to start with importing users and roles.
Reference Data. Load reference data such as picklist values, record types, and any other data that is referenced by other records.
Migrate Data. During this stage you’ll handle various tasks, starting with extraction, data mapping and loading into Salesforce. Please, note, it’s important to import object data in a particular order to maintain record relationships. You will need to match and replace old record Ids in your import files with the newly created data’s record Ids from within your target Salesforce org to properly prepare relational data for import.
Attachments and Files. Migrate attachments and files associated with records.
Workflows and Automation. After migrating data, set up and activate workflows, processes, and automation that rely on the migrated data.
Testing and validation. Perform thorough testing to ensure data integrity, accuracy, and that all functionalities are working as expected. Validate the migrated data with stakeholders to confirm that it meets business requirements.
Go-Live. Plan and execute the go-live process.
Post-Migration Support. Provide support and address any issues that may arise post-migration.