What is mapping? Essentially, mapping is the process for choosing a destination for your data in your new database from where it currently lives in your legacy system. Automation can be used to help speed up the process, but only if your data is consistent.ģ) In order to migrate the data you must "map" where it goes.ĭata mapping is an important component of ensuring the configuration of the new system supports your data from the old system. The process of concatenation and parsing is time-consuming because it can not be reconciled globally - it must be assessed and addressed on a field-by-field basis. It is also important to mention that the opposite can occur where two field values (such as street address and suite number) need to be merged (concatenated) before import can begin. Before import can occur those values must be split (parsed) before they can be migrated into their proper fields in your new database. Here is why: often times people will load two field values into a single field (first name and last name, for example). Extracting data properly can be challenging. Your data probably resides in legacy systems like NeonCRM, Blackbaud, or a warren of spreadsheets you’ve cobbled together over the years. The bigger challenge, however, is addressing data inconsistencies and incompletions, which are more difficult to fix globally and must be resolved PRIOR to migration if records are to be matched up properly.Ģ) Your data is not formatted properly for your new database. Data deduplication solutions help speed up the process, and data can be deduped post-migration, reducing the overall cost of migration. The data has to be cleaned, and this takes time.
NEED FOR SALESFORCE TO SALESFORCE MIGRATION FULL
Sometimes referred to as "data froth," when you have more than 5% duplicates and numerous inconsistent data, things start to "dirty." Searches don't work properly and reports begin to fail, giving you a database full of "dirty data." Duplicates and inconsistent/incomplete data are common culprits for the mess. There are four fundamental reasons for this:Īnd that’s OK! Almost every organization’s data is a mess in the beginning, and this is what consultants assume when they engage with you. When you consider configuration, training, and project management, data migration stands out as one of the biggest costs of implementation. And it’s an expense that’s sometimes overlooked when you first start planning a Salesforce project. During a Salesforce implementation, data migration can consume 40-60% of the total labor. You have to move, or migrate, your data from your old database into Salesforce, but the process is not as simple as it may sound. Now imagine your new Salesforce database is that new house, and your data is the furniture. And suddenly, your move-in process just becomes a lot more time consuming than you had planned. So now you're tasked with re-configuring your furniture layout, throwing out some old furniture and perhaps shopping for new pieces. Hooray! However, you quickly realize that not all your furniture will work with the layout of the house - certain pieces are too large, too small, too awkward or unnecessary for their respective rooms. Say you just bought a new house and you're finally moving in. Note: This blog has been revised to include up-to-date information.
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