Uploaded on Dec 23, 2025
This PPT gives a simple overview of Salesforce migration and data management best practices. It covers key steps like data cleansing, automation, integration, and analytics to help businesses optimize workflows and boost performance. Ideal for presentations and team discussions.
Top 4 Types of Salesforce migration
Top 4 Types of
Salesforce
migration
Full migration vs. partial
migration
Data migration vs. application
migration
Legacy system to
Salesforce
Moving from on-premise to
cloud
Top 4 Types of
Salesforce
migration
Salesforce migration isn’t a one-size-fits-all move. Depending on
your business size, data complexity, and system maturity, the
Salesforce migration type can vary. From full-scale transitions to
focused data shifts, understanding which approach fits your
goals helps minimize risk and speed up adoption while
maximizing ROI from Salesforce’s cloud ecosystem.
Full migration vs. partial migration
• A full migration involves moving all business data, users,
and processes from legacy or existing platforms to
Salesforce in one go.
Ideal Scenarios
Full – When you’re retiring a legacy CRM or consolidating multiple
systems.
Partial – When you want a gradual shift or pilot deployment before
full rollout.
Key Benefits
Centralized operations on one platform
Simplified data management and workflows
Data migration vs. application migration
• Data migration focuses solely on transferring business data,
such as leads, accounts, or transactions, from legacy
systems into Salesforce.
Ideal Scenarios
When only CRM data needs to be centralized in Salesforce.
When apps, workflows, and APIs also need to be moved.
Key Benefits
Consistent and reliable data availability
Improved data security and scalability
Legacy system to Salesforce
• Hire Salesforce developers to move legacy platforms like
Siebel, Zoho, or custom CRMs to Salesforce helps modernize
business operations.
Ideal Scenarios
When current systems can’t handle modern data volumes
When integrations or analytics are limited in legacy tools
Key Benefits
Enhanced automation and analytics capabilities
Better performance and uptime reliability
Moving from on-premise to cloud
• This migration moves CRM and business apps from on-site
servers to Salesforce’s cloud environment. It offers better
scalability, lower infrastructure costs, and stronger security
compliance.
Ideal Scenarios
When managing on-prem servers becomes costly or comple
When remote access and scalability are top priorities
Key Benefits
Lower maintenance and hardware expenses
Real-time access from any device
Original Source:-
https://www.agileinfoways.com/blogs/comprehensive-salesforce-migrat
ion-guide
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