Salesforce Migration Process 
                     Welcome to DeliPat IT
Your Trusted Salesforce 
Implementation Partner
SALESFORCE MIGRATION PROCESS: A COMPLETE 
GUIDE
Introduction
If you are shifting data from one system to Salesforce, you are likely to face issues. In this 
situation, experts of Salesforce migration process can help.   
In the case of a company, the task to transfer the records of the company is challenging 
and the right resources are required to shift the customer data. When the data migration 
process is involved then you need to be a little cautious. 
It is because the Salesforce Migration Process becomes problematic when you’re 
underestimating a project's complexity, lacks knowledge, and fail to set aside appropriate 
resources. If these flaws are not fixed right away, they will, at best, lead to a slow rise in 
users and, at worst, serious problems with customer relations.
The technique to prepare data for Salesforce 
Import
•It can be tempting to leap straight to import, whether you're performing a full data 
migration to Salesforce or just adding a new dataset to your existing Salesforce 
account. However, spending a little time now planning and preparing your data will 
save you a lot of effort later. 
•Here, we offer our top suggestions for getting your data ready for Salesforce import.
The technique to prepare data for Salesforce 
Import (continued)
• Understand the scope of what Salesforce is used for
Before you decide to opt for data transfer this is the most critical step to focus on. 
• An audit of the data should be conducted and your data should be visualized
If it is only a list of databases in a Word document or email, be sure the team has 
access to it and agrees that it contains all the information that needs to be migrated to 
Salesforce. Analyzing data is crucial. This should prevent a surplus of pointless 
spreadsheets from appearing during the conversion.
•  The Database Should Be Grouped
 Distribute your data in the categories mentioned below
 Data for Migration
 Data for Deletion
       Data to be Preserved (In case they are required later)
The technique to prepare data for Salesforce 
Import (continued)
•The Custom Fields Should Be Chosen Carefully
To collect additional data ensure that you’ve made some addition of custom fields.
•Clean Up
Before setting up any cleaning or deletion activities, familiarize yourself with the 
database's structure and management guidelines. You should recognize the different 
categories of essential data and make sure the transmitted data is accurate and 
consistent. To maintain the originality and consistency of data you should always keep 
an awareness that incomplete duplicates can be merged or replaced.
The technique to prepare data for Salesforce 
Import (continue)
• Organization
For handling data make sure that you edit or prepare new team rules, this step 
will assist in maintaining the data logically in the right pattern. 
• Check Migration Service
You’ll get access to enjoy a free trial also you should check the reasons why CRM 
fails and never do the same.
• Gauge The Estimation Rate
Check online the rate of the companies working and providing the service of the 
Salesforce Migration Process. Although, the final cost can never be guessed 
because they can always change.
Conclusion
Ensure that you’ve prepared a solid backup of your existing data environment 
before migrating.
These are the basic steps that are mandatory to follow during Salesforce data 
migration process, please ensure that you’ve given proper importance to all 
of them.
THANK YOU!
 Contact Information:
   DeliPat IT
     https://delipat.com
    +91 85531 91247
    [email protected]