Salesforce Data Migration Checklist

This task involves determining the specific data that needs to be migrated from the existing system to Salesforce. Consider the relevance and importance of each dataset. Confirm with stakeholders to ensure accuracy and completeness. What data needs to be migrated? What criteria will be used to determine what data is relevant? Who will be responsible for confirming the data?

Perform a comprehensive audit of the data to be migrated. Identify any inconsistencies, errors, or missing information. Evaluate data quality to ensure accurate migration results. What are the potential data issues? How will data quality be assessed? Who will be responsible for conducting the data audit?

Develop a detailed plan outlining the specific steps and timeline for the data migration process. Consider dependencies, resources, and potential risks. What are the key milestones of the migration plan? What resources are required for each step? Who will be responsible for creating the migration plan?

Identify and eliminate duplicate and unnecessary data to avoid clutter and ensure data accuracy. Review data to determine what can be excluded. What criteria will be used to identify duplicate and unnecessary data? What actions will be taken to remove the identified data? Who will be responsible for reviewing and removing the data?

Define the desired structure and organization of data in the Salesforce system. Consider the relationships, fields, and objects required. What is the desired structure of data in Salesforce? What relationships need to be established between objects? Who will be responsible for designing the data structure?

Configure the Salesforce system to accommodate the incoming data. Ensure necessary fields, objects, and relationships are set up. Prepare the system for seamless data transfer. What configurations are required in the Salesforce system? What resources or tools are needed for the configuration? Who will be responsible for system configuration?

Perform a trial data migration in a sandbox environment to identify any issues or errors. Validate the accuracy and integrity of the migrated data. What is the process for conducting a test migration? What criteria will be used to evaluate the test results? Who will be responsible for testing the data migration?

Address any issues or errors identified during the test migration. Analyze the root causes and implement necessary fixes. What issues were encountered during the test migration? What actions will be taken to resolve the identified issues? Who will be responsible for resolving the migration issues?

Review and refine the migration plan based on the outcomes of the test migration. Make necessary adjustments to ensure a smooth and successful migration. What modifications need to be made to the migration plan? What adjustments are required in the timeline or resources? Who will be responsible for finalizing the migration plan?

Plan and schedule the time and resources required for the data migration process. Coordinate with stakeholders to minimize disruption and ensure optimal efficiency. When is the optimal time for the data migration? What resources are needed during the migration? Who will be responsible for scheduling the migration?

Perform the actual data migration process as planned and scheduled. Transfer the data from the source system to Salesforce while monitoring for any errors or interruptions. What is the process for executing the data migration? How will data integrity be ensured during the transfer? Who will be responsible for overseeing the data migration process?

Confirm that the migrated data in the Salesforce system matches the expected results. Validate data accuracy and integrity by comparing with the source system. What criteria will be used to verify data in Salesforce? What methods will be employed to compare the migrated data with the source system? Who will be responsible for data verification?

Identify and troubleshoot any migration issues or discrepancies encountered during the data verification process. Analyze the causes and develop solutions. What issues were identified during data verification? What actions will be taken to troubleshoot the identified issues? Who will be responsible for troubleshooting migration issues?

Implement the necessary measures to address the identified migration issues. Once resolved, verify the data again to ensure successful resolution. What actions will be taken to remediate the identified migration issues? How will the data be re-verified? Who will be responsible for remediating and re-verifying the data?

Create a backup of the migrated data in case of any unforeseen issues or data loss. Preserve the data for future reference or recovery purposes. What is the backup procedure for the migrated data? Where will the backup be stored? Who will be responsible for the data backup process?

Prepare and submit a comprehensive report summarizing the entire data migration process. Include key findings, challenges, and recommendations for future improvements. What should be included in the final report? How will the report be presented? Who will be responsible for preparing and submitting the report?