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Four Vital Considerations when Planning a Salesforce Data-Migration Project

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Planning a data-migration project is very easy. This is of course if you have the right tools for the job. Data migration is one of the most complicated processes, especially so if you are dealing with big data. You have to make sure that the migration process is not going to have a negative effect on the data. The sheer fact that big data is in huge volumes poses a great problem during the data-migration process. It is for this reason that you need to take a good amount of time to do the planning. In the planning stage, there are several things that you should put into consideration:

1. Mapping of data

How is the data in the old system going to map into the new one? This is a very important consideration that you should make. You should have a vivid understanding of how user ids on the current system are going to map onto the new system's user ids. It ensures that the record ownership will be set accurately in the new system.

2. Data security

You are planning on doing a big bang kind of data-migration project, right? There is nothing wrong with this kind of project; only that the risks are greater than if you decided to move data in small bits. Moving data in small bits is going to take a lot of time. When you are doing a huge data-migration project, you will need to revisit the Organization-Wide Defaults as well as the existing profiles. It is here that the security of all the Salesforce Instances is founded. If these defaults are not set correctly in the new system, security is going to be compromised.

3. Data-migration tools

Do you have the right tools for the migration project? There are tools like Flosum that will simplify the whole data-migration project for you. Pay a visit to http://www.flosum.com/salesforce-data-migrator/ to learn more about this data migrator. It is one of the best Salesforce data migration tools that you will find in the market today. It is easy to use and it is extremely efficient, especially for developers. You can move test data from the full sandbox to developer sandboxes with tremendous ease.

When you are planning the data-migration project, you should ensure that you get the finest tools for the job. This way, you will have catered for the security of the data as well as the whole process of data movement.

4. Data-management strategy

This is also tied to your data's security. If you do not have a good data-management strategy in place then there are going to be inconsistencies in the data. This in turn poses a risk to the security of the data during migration. Therefore, you should make sure that the data you are moving around is well managed for the finest results.

In conclusion, if you take these four issues into consideration when you are planning, you will be good to go. The data-migration project is going to run smoothly and the security of your data is not going to be affected at all.

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David Wicks has been using Flosum for his data migration projects for as long as he can remember. He recommends this data migration tool to everyone who seeks to carry out such projects. This tool is available at (more...)
 

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