Migrating to Salesforce: Successfully Integrating Multiple Data Sources

Successfully navigating customer relationships requires having the ability to leverage the right data at the right time. This can be challenging when critical data is siloed in separate systems. The need to use multiple software applications, spreadsheets, and unnecessary cross-team meetings can slow business operations.?

By migrating all of your customer data into Salesforce, you’ll use a platform that gives you a streamlined, unified view of ERP and transactional systems which creates a high-level operational performance. This can help you gain new customers, drive additional sales, or provide a positive customer service experience.?

However, ensuring that your data is ready for migration is the key to successfully implementing it into Salesforce.?

Here’s a short summary of the steps we recommend you follow when prepping your data.?

The first step is identifying your data. This requires identifying business processes, datasets, and source systems as part of knowing all source systems for data.?

The next is data cleansing. This is where you should analyze the source data for cleanup and look for inconsistencies or missing data.?

Then, you should start data mapping, as records from each source system must have unique identifiers that map to the same unique identifiers in Salesforce.?

The final step is actually migrating that data to Salesforce and QAing the data to make sure it was migrated properly.?

Get more in-depth information on how to best prep your data for migrating it to Salesforce by reading our blog.?