Top 4 Types of Salesforce migration


Agileinfowaysllc

Uploaded on Dec 23, 2025

Category Technology

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.

Category Technology

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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 For More Blogs:- https://www.agileinfoways.com/blogs Our Contact Details :- +1 470-772-5053 Florida (Fort [email protected] 4905L aNuWd e10rd5athle D)r, Coral Springs, FL 33076