Envision is your trusted partner in Salesforce data migration, offering a range of expert solutions to simplify the process. We handle everything from complete systems comparison to secure data backup and meticulous migration scripting, automation, and testing. Our services are designed to remove the guesswork from your transition, ensuring a seamless experience. Trust our team of experienced Salesforce data migration consultants to guide you through the process. Let us empower your business with a well-organized Salesforce system that drives success.
Envision offers seamless Salesforce migration services, making your system intuitive and organized. Here's what we off
Collaborate with stakeholders to define your Salesforce migration project's scope, budget, and timeline. Our consultants will analyze your requirements and recommend the best migration approach for your company.
Assess data quality, and analyze sources and structure to identify valuable information. We'll consolidate relevant data and determine what needs to be transferred and customized in the new system.
Utilize our data cleansing best practices to eliminate poor and duplicate data, ensuring high-quality datasets. We'll normalize and enrich your data for a more reliable Salesforce system.
Collect standardized data from various sources like SQL, Excel files, and Salesforce solutions. With our deep expertise, we'll swiftly and smoothly move your data to its new home, minimizing interruptions to your business activities.
We'll monitor your Salesforce org post-migration to ensure integrated systems and record relationships remain in sync. Additionally, we'll establish data governance policies and track project milestones.
Implement data quality policies to uphold high standards for your system data. Our team will employ preventive measures to safeguard your Salesforce org from erroneous, inconsistent, and duplicated data.
Experience the advantages of our unique offerings and industry expertise in delivering high-quality Salesforce services.
We offer both Hybrid and Nearshore engagements to increase your convenience.
With us, you can get significantly reduced costs for senior, seasoned experts & dedicated Teams.
We offer attractive pricing and optimized; engagement models to deliver Rol & enhance resource utilization,
With us, you can work in similar time zones, enabling better collaboration between your in-house and remote dedicated teams.
We offer industry-leading security & compliance for your business to ensure IP is protected from internal & external threats.
Our experts possess experience in various domains, enabling us to cater to you with the best.
Check out how our clients are satisfied with our cutting-edge services that redefine business norms.
Find answers to commonly asked questions about Salesforce Services and Solutions.
1. Choosing Data for Migration:
Select the specific objects and fields you want to migrate, such as Contacts or Accounts, based on your business needs.
Create Excel templates for each object, considering the required fields and relationships between objects to determine the migration order.
Analyze your data and fill in the templates accordingly. You can review and load data sets gradually to ensure accuracy.
Plan for custom fields to store legacy ID information using the "External ID" attribute for indexing. Consider creating custom fields for non-standard data from the source system.
Perform data validation using the following steps:
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