ChatGPT from OpenAI is a very powerful generative AI system for research that has quickly captivated millions of users.
I decided to put ChatGPT to the test to do a focused Q&A session about moving to Salesforce.com and how to plan for your data migration. The results were absolutely amazing!
Check out this article on Medium to get the most common questions answered by ChatGPT about moving to Salesforce.com and what to expect for migrating your data into Salesforce:
Data migration can be a complex process, especially when moving to a new system like Salesforce.com. In this article, we’ll explore 3 common Salesforce.com Data Migration Issues that you should avoid at all costs. Whether it’s poor project planning, communication gaps, or lack of engagement from business stakeholders, these challenges can all contribute to a less-than-successful migration. But with the right approach, Salesforce.com Data Migration can be a smooth and efficient process.
One of the biggest challenges of Salesforce.com Data Migration is poor project planning and expectations. Without clear communication and process gaps between the Salesforce development, business, and data migration teams, a successful migration becomes less likely. In order to avoid this pitfall, it’s important to establish crystal clear expectations between all parties involved.
When migrating data from one business application to another, such as Salesforce.com, it is important to address any data quality issues that may have been previously ignored. This is because automations and validation rules in the new system may highlight these issues. To ensure that the data migration process is as smooth as possible, it is best to perform extensive data quality adjustments in the source system or after the data has been migrated.
Additionally, Salesforce.com offers a vast ecosystem of solutions and apps, one of which is Cloudingo, which can be a valuable tool for data cleanup during migration. By cleaning the data at the source or after migration, you can ensure that the data is accurate and consistent in your new system.
If your Salesforce.com developers or consultant suggests using DataLoader and Excel for your data migration, it is important to keep in mind that this approach is definitely not be suitable for complex migrations. It is crucial to thoroughly test the migration process in a sandbox environment, running end-to-end migration many times before migrating to production. With that said, you also shouldn’t need to spend a lot of money on technology to migrate your data. Here are some free data tools for Salesforce.com that you can share with your tech team.
There are lots of resources on the web including the ones we provide for free. Here are key components that you should build into your own successful data migration plan.
Our Salesforce.com migration Blueprint and Services are designed with these common issues in mind.
We have a free assessment and checklist to guide you down the path to success!
Salesforce DevTools extension for Chrome is by far the most useful Salesforce data migration tool for administrators looking to inventory objects and fields. For data migrations in particular this tool has been so valuable as a time saver and provided foundation and inspiration our own Salesforce Migration tools.
In DevTools, similar to exporting an Excel file, you can also export a Salesforce ERD, giving you an entity relationship diagram with a few clicks.
In DevTools, you can search and select a list of objects, then download the field definitions directly to Excel.
Workbench for Salesforce.com is a very useful free that offers the most functionality for working with Salesforce data. With a variety of administrative functions you can execute a wide range of tasks including but not limited to
Inside of Workbench, you can run APEX code, so one helpful trick is deleting data from a SOQL query which opens the door to not only delete more than the 250 cap but more importantly allow deletion of records for custom objects.
Here is an example code snippet shown above that would delete 10,000 accounts where we can specify any conditions like records created after 11-20-2022.
delete[SELECT id FROM Account WHERE CreatedDate > 2022-11-20T01:01:01Z LIMIT 1000];We are here to help provide recommendations for free and premium solutions to move salesforce.com data into Salesforce.com. Feel free to check out our Salesforce.com Migration Assessment for to lean on our experience.
My success running data and analytics at Reliant Funding is based on the following 4 principles:
