Many laboratories have set the modernization of their systems as part of their IT roadmap to reduce the Total Cost of Ownership by leveraging a highly available cloud-based solution. The preferred CRM choice has been Salesforce Health Cloud.
During the Salesforce adoption process, one of the most critical tasks is migrating data from the legacy system. This allows end-users, especially the sales team, to continue working on their leads, accounts, and contacts, and focusing on generating more revenue for their business.
Here are 5 steps you need to know to make your data migration a success:
The first step is to understand your legacy system's data structure and how it is being used. This will help you determine what needs to be migrated and how it can best be mapped to Salesforce.
Here are some important items to consider in this step:
Once you understand your data, you can start planning your migration. This includes deciding which data to migrate when to migrate it, and how to map it to Salesforce.
Beware that hand-picking the data drastically reduces migration and validation time and effort.
In this step you need to create a field mapping document that maps the legacy entities and fields to the respective Salesforce objects and fields.
During the mapping, consider the following:
Now it is time to migrate your data. This involves exporting your data from the legacy system and importing it into Salesforce.
The typical steps during this process are:
As a best practice, start your migration in a Sandbox environment, utilizing a subset of the full data. This allows you to quickly identify inconsistencies and bulk-fix the CSV data.
Upon every data load execution, Salesforce will generate a success and an error CSV output files. Avoid the temptation of only fixing the issues in the error file and loading them again. You will have cleaner data if you first delete the successful records, fix the failed records, and load them all as single batch again.
After a few attempts, you will be ready to validate the sample data in your Sandbox environment.
After your data has been migrated, it is important to validate it to ensure that everything was migrated correctly. This includes running tests and comparing data in Salesforce to data in your legacy system.
You should progressively migrate the remaining subset of data from your legacy system into Salesforce and validate/fix it until all records have been successfully migrated.
Be sure to keep a copy of the latest successful CSV output files, as at the end of the above process, they will be the baseline for your production data migration.
Once your data has been migrated and validated, you are ready to go live with Salesforce. This is the last step in your data migration journey.
There are a few things to consider planning for your go-live:
Data migration can be a daunting task, but it does not have to be. By following these 5 steps, you can successfully migrate your legacy system data to Salesforce quickly and effectively.
Migrating legacy data into Salesforce isn't as easy as we make it seem. If you need to tackle a migration or have questions about where to get started, get in touch with our team.