Director of Revenue Operations
Many Salesforce professionals find it challenging to migrate data between environments. By keeping the following best practices for data migration in Salesforce in mind, you can streamline your workflow and enhance your chances of getting the deployment right the first time.
The complexity of migrating data between orgs depends in large part on the volume and types of data you need to deploy. These tips will help you stay organized so you can optimize your Salesforce data deployment process.
Preparation is key. Budget sufficient time to prepare for the data migration to ensure the success of the deployment. Add some extra time in case you run into issues, then:
Begin by cleansing the data to eliminate outdated accounts and duplicates from the migration.
Next, sample the metadata from the source org(s) to determine how the data is structured. Then map the objects, fields, and values from the source environment to the objects, fields, and values in the destination org.
The difference between the data model structures in the source and destination environments governs how complex the data mapping process is.
Make sure to double check the fields in Salesforce. All the data you want to include needs to have a corresponding field in the destination org.
Once you’ve successfully moved the metadata, you can migrate the data into the new environment:
Relational data is typically challenging to migrate properly because relationships between records can be extremely complicated. Follow these steps to maintain complex relationships:
After checking the relational data:
Data Loader, Salesforce’s free tool, and Dataloader.io both involve a significant amount of manual labor. On top of that, they’re time consuming and error prone. They’re also far from secure because you have to export the data from the source org to CSVs on your computer.
In contrast, Prodly is a user-friendly, “clicks, not code” data migration tool that leverages automation to do the heavy lifting for you.
With Prodly, you can migrate as many records as you want—including complex relational data loads—to up to five orgs at once. Note that the solution eliminates many of the manual steps needed with Data Loader and dataloader.io.
You can review the results of the deployment with a single click.
Moreover, the data migration software automatically tracks every change you make so you can effortlessly ensure compliance. In addition, because you don’t have to download any data to your desktop, the solution is just as secure as your Salesforce environment.
With Prodly, you can reduce the time you spend on data migration by 85 percent—and enhance productivity by 80 percent. You can greatly improve your agility and velocity. As a result, you can capitalize on new opportunities and advance your business faster than ever before. For more information about Prodly and to request a demo, please contact us.