Salesforce
Data Migration

Are you looking to transfer your Salesforce data from one system or platform to another?

We can

safely migrate

your CRM-specific information.

Provide reliable data migration solutions

Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa.

Sales Cloud
Create validation rules

To ensure that data entered by users meet certain requirements before they can be saved in the system.

Sales Cloud
Transfer Salesforce data

To external databases, applications, and data warehouses, and optimize your data during the migration process.

Sales Cloud
Trust expertise

The RA data migration experts have experience working with large and complex data sets, as well as metadata.

Sales Cloud

Let the RA team help you

to find the best Salesforce solution to extend your CRM capabilities, address business challenges and deliver the change that works.

Sales Cloud
Provide reliable data migration solutions

Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa

Sales Cloud
Create validation rules

To ensure that data entered by users meet certain requirements before they can be saved in the system

Sales Cloud
Transfer Salesforce data

To external databases, applications, and data warehouses, and optimize your data during the migration process.

Sales Cloud
Trust expertise

The RA data migration experts have experience working with large and complex data sets, as well as metadata

Key Benefits of
Salesforce Data Migration

Routine Automation provides the best data migration solutions from best practices and deep expertise. Select the data to be migrated, leave the work to the RA data migration experts and receive the working result.

Routine Automation provides the best data migration solutions from best practices and deep expertise. Leave the work to the RA data migration experts.

choose
01 01 arrow
Enhanced Data Accuracy

Prior to importing data into Salesforce, data migration necessitates the cleaning and organization of the data. This can enhance data accuracy and minimize errors that could arise from manual data entry.

02 02 arrow
Increased Productivity

By migrating data into Salesforce, businesses can consolidate their data, making it more accessible and user-friendly. This, in turn, can boost productivity and efficiency since employees will no longer have to spend time manually inputting or searching for data.

03 03 arrow
Improved Reporting and Analytics

Having all the data stored in a single location makes it easier to produce reports and conduct analytics. This can assist businesses in gaining a deeper understanding of their operations and making more informed decisions.

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Better Customer Service

When all customer data is stored in one location, businesses can offer more personalized and efficient customer service. This can result in increased customer satisfaction and loyalty.

05 05 arrow
Scalability

As businesses grow, their data needs may evolve. By transferring data to Salesforce, businesses can adjust their data storage and processing capabilities as required.

06 06 arrow
Integration with Other Systems

Salesforce can collaborate with other systems such as marketing automation and accounting software. By migrating data to Salesforce, businesses can take advantage of these integrations and streamline their operations.

01 01 arrow
Enhanced Data Accuracy

Prior to importing data into Salesforce, data migration necessitates the cleaning and organization of the data. This can enhance data accuracy and minimize errors that could arise from manual data entry.

02 02 arrow
Increased Productivity

By migrating data into Salesforce, businesses can consolidate their data, making it more accessible and user-friendly. This, in turn, can boost productivity and efficiency since employees will no longer have to spend time manually inputting or searching for data.

03 03 arrow
Improved Reporting and Analytics

Having all the data stored in a single location makes it easier to produce reports and conduct analytics. This can assist businesses in gaining a deeper understanding of their operations and making more informed decisions.

04 04 arrow
Better Customer Service

When all customer data is stored in one location, businesses can offer more personalized and efficient customer service. This can result in increased customer satisfaction and loyalty.

05 05 arrow
Scalability

As businesses grow, their data needs may evolve. By transferring data to Salesforce, businesses can adjust their data storage and processing capabilities as required.

06 06 arrow
Integration with Other Systems

Salesforce can collaborate with other systems such as marketing automation and accounting software. By migrating data to Salesforce, businesses can take advantage of these integrations and streamline their operations.

6

Steps

to Migrate
to Salesforce

Build Data Migration Plan & Mapping

Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.

Sales Cloud
Perform ETL

We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.

Sales Cloud
Validate

Provide the process of data validating by creating validation rules.

Sales Cloud
Run Full Migration

The process of transferring the data from the Salesforce platform to an external source such as a Database or Data Warehouse.

Sales Cloud
Support

At this stage, we ensure the functioning of key Salesforce platform processes.

Sales Cloud

6

steps

to Migrate to Salesforce

Sales Cloud
Build Data Migration Plan & Mapping

Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.

Sales Cloud
Perform ETL

We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.

Sales Cloud
Validate

Provide the process of data validating by creating validation rules.

Sales Cloud
Run Full Migration

The process of transferring the data from the Salesforce platform to an external source such as a Database or Data Warehouse.

Sales Cloud
Support

At this stage, we ensure the functioning of key Salesforce platform processes.

Data Migration Services

With a wealth of experience spanning over 8 years in data migration, the Routine Automation team possesses the capability to deliver complete data migration solutions. Our team has successfully migrated data from/to Salesforce for a diverse range of companies across various industries such as Manufacturing, Automotive, Retail, Logistics, and more.

If you're planning to initiate your Salesforce data migration, seek the advice of the RA experts to help you identify solutions that are specifically tailored to your unique needs: :

Data migration from legacy to Salesforce

The process involves the transfer of data from the old system to Salesforce, ensuring that the data is accurate, complete, and consistent. Starting from defining the scope of the migration, and finishing with verifying the migrated data.

Data migration from Salesforce to database

This involves transferring data from Salesforce's cloud-based platform to a database hosted on-premises or in the cloud. The process typically involves several steps, including planning, data extraction, data transformation, and data loading.

Data migration from legacy to Salesforce

The process involves the transfer of data from the old system to Salesforce, ensuring that the data is accurate, complete, and consistent. Starting from defining the scope of the migration, and finishing with verifying the migrated data.

Data migration from Salesforce to database

This involves transferring data from Salesforce's cloud-based platform to a database hosted on-premises or in the cloud. The process typically involves several steps, including planning, data extraction, data transformation, and data loading.

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Salesforce Data Migration Services FAQs

If you still have questions, please open one of them.
We’ve got answers:
What does Data Migration mean in Salesforce?

Data Migration in Salesforce involves transferring data from the Salesforce CRM to various types of data storage, such as databases, applications, and data warehouses.

How long does it take to migrate data from/to Salesforce?

Can vary depending on several factors such as the amount of data being migrated, the complexity of the data, the method of migration. Contact our team and we provide you with a detailed migration plan and timeline.

What is the cost of Salesforce Data Migration?

It depends on the specific needs of your organization such as the amount of data being migrated, the complexity of the data and its structure, the quality of the source data and etc. It's recommended to get a quote from our Salesforce expert to get an accurate estimate of the cost of data migration.

How can I migrate from Salesforce Classic to Lightning myself?

To carry out the data migration process, it is crucial to select the appropriate skilled Salesforce partner to handle it, who can design a strategic plan, build the solution, and perform testing and fine-tuning.

What are the benefits of partnering with a Salesforce consultant for migrating Salesforce?

A perfect partner should have more than just technical expertise; they should also have a profound understanding of particular sectors and business needs and be capable of providing continuous consulting services. Investing in professional data migration services minimizing the risks and ensuring that your data is transferred accurately and securely.

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