Salesforce Data Migration Guide
Migrate Salesforce data with 100% accuracy and zero data loss in 2-4 weeks using AI-powered automation for all migration scenarios.
Why Choose AI-Powered Salesforce Migration?
Zero data loss with complete validation of all records, relationships, and attachments
AI automation completes migrations 10x faster than manual data loader approaches
Complete migration including planning, execution, validation, and cutover
Common Salesforce Migration Scenarios
Salesforce to Salesforce
Org consolidation, sandbox refresh, or production copy
- ✓Merge multiple Salesforce orgs after M&A
- ✓Refresh sandbox with production data
- ✓Clone production org for testing
- ✓Migrate from Classic to Lightning
Legacy CRM to Salesforce
Modernize from Microsoft Dynamics, Oracle Siebel, SAP CRM
- ✓Microsoft Dynamics CRM to Salesforce
- ✓Oracle Siebel to Salesforce
- ✓SAP CRM to Salesforce
- ✓Custom CRM to Salesforce
Salesforce to Custom Platform
Export Salesforce data to custom applications or data warehouses
- ✓Salesforce to custom CRM platform
- ✓Salesforce to data warehouse (Snowflake, BigQuery)
- ✓Salesforce to data lake for analytics
- ✓Salesforce archive and decommission
Salesforce Data Cleanup
Deduplicate, standardize, and enrich Salesforce data
- ✓Remove duplicate accounts and contacts
- ✓Standardize address and phone formats
- ✓Enrich with third-party data sources
- ✓Archive inactive records
Complete Migration Scope
Standard Objects
- ✓Accounts, Contacts, Leads, Opportunities
- ✓Cases, Solutions, Products, Price Books
- ✓Campaigns, Tasks, Events, Activities
- ✓Users, Roles, Profiles, Permission Sets
Custom Objects & Fields
- ✓All custom objects with complete schema
- ✓Custom fields on standard objects
- ✓Formula fields and validation rules
- ✓Picklist values and dependencies
Relationships & Hierarchies
- ✓Master-detail relationships preserved
- ✓Lookup relationships maintained
- ✓Account hierarchies and territories
- ✓Role hierarchies and sharing rules
Attachments & Files
- ✓Attachments linked to records
- ✓Salesforce Files and Content
- ✓Chatter posts and feeds
- ✓Email templates and documents
4-Phase Migration Process
Discovery & Planning (Days 1-3)
Analyze source and target Salesforce orgs
- •Extract complete metadata from source org
- •Analyze object relationships and dependencies
- •Identify data quality issues and duplicates
- •Create field mapping and transformation rules
Data Preparation (Days 4-7)
Clean, deduplicate, and transform data
- •Remove duplicate accounts and contacts
- •Standardize data formats and values
- •Apply transformation rules and enrichment
- •Validate data quality and completeness
Migration Execution (Days 8-14)
Load data with relationship preservation
- •Load in dependency order (accounts → contacts → opportunities)
- •Preserve all relationships and hierarchies
- •Migrate attachments and files
- •Handle API limits with intelligent batching
Validation & Cutover (Days 15-21)
Verify accuracy and go live
- •Validate record counts and relationships
- •User acceptance testing and sign-off
- •Final incremental sync if needed
- •Cutover and decommission source org
AI-Powered vs Manual Data Loader
| Feature | Manual Data Loader | AI-Powered Migration |
|---|---|---|
| Timeline | 8-12 weeks | 2-4 weeks (10x faster) |
| Relationship Preservation | Manual ID mapping required | Automatic with 100% accuracy |
| Deduplication | Manual review and merge | AI-powered with 99.8% accuracy |
| Data Validation | Manual spot checks | 100% automated validation |
| Error Handling | Manual troubleshooting | Auto-retry with intelligent fixes |
| Cost | $80,000 - $150,000 | $15,000 - $30,000 (80% savings) |
People Also Ask
Can I migrate Salesforce data without losing relationships?
Yes, AI-powered migration preserves all relationships automatically. The system extracts relationship metadata, maintains lookup and master-detail relationships, and ensures referential integrity with 100% accuracy. All account hierarchies, opportunity relationships, and custom object links are preserved.
How do you handle Salesforce API limits during migration?
Intelligent batching and rate limiting ensure migrations stay within Salesforce API limits. The system monitors API usage in real-time, automatically adjusts batch sizes, and schedules loads during off-peak hours. Bulk API 2.0 is used for large data volumes, achieving 10x higher throughput than standard APIs.
What happens to duplicate records during migration?
AI-powered deduplication identifies and merges duplicates before migration. The system uses fuzzy matching algorithms to detect duplicates across accounts, contacts, and leads with 99.8% accuracy. You can review merge recommendations and approve automated merges, or let the system handle everything automatically.
How long does Salesforce migration take?
Typical timeline is 2-4 weeks: Days 1-3 for discovery and planning, Days 4-7 for data preparation and cleanup, Days 8-14 for migration execution, Days 15-21 for validation and cutover. Large orgs with 10M+ records may require 4-6 weeks.
Can I migrate Salesforce attachments and files?
Yes, all attachments, Salesforce Files, and Content are migrated with their parent record associations preserved. The system handles large files efficiently using parallel uploads, maintains file metadata and permissions, and validates file integrity with checksums.
Ready to Migrate Your Salesforce Data?
Get a free migration assessment and discover how AI can accelerate your Salesforce migration.