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3 Common Data Migration Issues to Avoid

Salesforce data migration pitfalls

Data migration can be a complex process, especially when moving to a new system like In this article, we’ll explore 3 common 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, Data Migration can be a smooth and efficient process.

Issue 1: Poor project planning and expectations

One of the biggest challenges of 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.

  1. Salesforce team and data migration specialists need to communicate changes to the data model in the final weeks leading up to go-live. This sets best practices for managing Salesforce and prevents un-intended, time consuming issues.
  2. Data migration specialists and business stakeholders need to agree what data is migrated from the old business app into In some cases this mapping exercise will surface missing fields or functionality.
  3. Delivery team and business stakeholders should work together to ensure training occurs with real data if you are moving your entire process from an old system into

Issue 2: Attempt to fix too many data quality while moving data

When migrating data from one business application to another, such as, 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, 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.

Issue 3: Manual, human initiated data movement

If your 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 that you can share with your tech team.

Have a Salesforce Data Migration Blueprint for Success

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.

  • Project timeline + milestones
    Having clear milestone and working backwards from “go-live” no less than 6 weeks will help you avoid under-scoping your data migration into
  • Data migration object inventory
    Scorecard to track and report progress and issues through the entire migration lifecycle
  • Data mapping docs
    Excel / Google Sheets with data mapping and definitions is how a lot of data mapping gets complete. Now we are working on Data Tools Pro free utility to help with the work.
  • End to end migration checklist
    Complete, documented data migration checklist of all steps that need to occur for migration.
  • Business continuity plan
    Not typically a part of data migration but something that helps align expectations for what happens on day 1. There are no-redos on migration once users start updating data in

Need Help Planning ?

Our 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 Data Migration Plan to Success

Salesforce Data Migration Tool Review

Salesforce DevTool Chrome extension provides ERD and

Free Salesforce DevTool Extension for Chrome

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.

Generate Salesforce Relationships Diagrams (ERD)

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.

Download Salesforce Fields to Excel

In DevTools, you can search and select a list of objects, then download the field definitions directly to Excel. entity relationship diagram generator

Workbench: Great for Salesforce Data Migration

Workbench for 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

  • Testing SOQL queries
  • Explore your data model
  • Explore the Salesforce Rest API
Salesforce workbench allows you to query and test APX

Workbench Trick: Mass Delete Records in Salesforce

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];

Need more Salesforce Data Migration Tool Recommendations?

We are here to help provide recommendations for free and premium solutions to move data into Feel free to check out our Migration Assessment for to lean on our experience.