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Salesforce has always stayed ahead of its competitors by offering advanced and efficient processes to ensure your CRM experience is smooth and headache free. Hyperforce takes your experience to the next level when you migrate your Salesforce Org. This article will provide an overview of Salesforce Hyperforce and a general guide to walk you through the migration process in Salesforce.?

What is Salesforce Hyperforce?

Salesforce Hyperforce was introduced to enable organizations to run their Salesforce applications on public cloud infrastructure providers. This enhances the current capabilities of the Salesforce platform as it offers a more scalable, secure, and robust environment to meet your CRM needs. If you still aren’t sure if making the move is the right move for you, you can expect more from Hyperforce. The architecture is scalable which means it can grow with you as your business does which means no need to change to a whole new infrastructure as your demands change. You may still experience some downtime when going through major upgrades, however, you can expect no downtimes for your general maintenance and the bonus of faster development environments. Designed with security at its core, you can rest assured that your customer data is encrypted and controlled at all times. If that caught your attention and you’re looking to find out how, the process of migrating Salesforce hyperforce is explained below.?

A Quick Guide to Salesforce Hyperforce Migration

Migrating your Salesforce Org can feel daunting so we’ve compiled a Hyperforce Migration checklist for you to work through so you can ensure a smooth transition. The below steps can change depending on developments so ensure you always refer to the latest Salesforce documentation and help guides for the most up-to-date information on Hyperforce Migration.?

Assessment and Planning

Start with defining your objectives of migrating to Salesforce Hyperforce, and outline the scope of the migration. This can include the specific services and functionalities that you need to migrate. Once you have outlined what you need to do you will need to form a dedicated project team that will handle this migration.

You need to assess the Salesforce Hyperforce architecture and how it differs from the traditional Salesforce structure, this should include whether you have customizations in your current environment that will need to be migrated and whether you have areas that could use improvement

Establish a performance baseline of your current Salesforce environment to use as a measure and reference point when it comes to your continuous monitoring.?

Next you can start to look at your actual Salesforce data, if you’ve been putting off that big data overhaul project this is the time to do it. This can mean evaluating your data for cleanup and transformation to ensure that you aren’t migrating incomplete or error filled data to a new environment.?

Data Migration Strategy

Once you have cleaned up your data, you can start to map the fields and structures from your current environment to the corresponding fields in the Hyperforce environment. This can make for easy reference when it comes down to the actual migration process.?

Take into account the amount of data you will be migrating and the type of data. The type of data may impact where your data can be stored and how it can be migrated, ensure you plan accordingly to compliance regulations and take into account the capabilities of the chosen public cloud provider.?

Training and Change Management

Consider the impact the change to Salesforce Hyperforce will have on your different users such as end-users, developers, and administrators. Compile a training plan that will address the needs and concerns of each user group. We suggest moving away from a one solution to cater to all as each user group will need vastly different materials. You don’t want to confuse the end-user with convoluted developer processes or make the developers sit through simple processes they won’t need to know about. Compile your training materials and distribute them according to each group.?

Once you’ve deployed your training materials ensure that each group has actually done the training by implementing a certification programme or establishing a feedback process so you can understand where users need additional support.?

Testing

There are multiple types of testing you can deploy to ensure a smooth transition to Salesforce Hyperforce and that your new system will operate as expected. Unit testing is great to check that each element works in isolation. Integration testing will ensure that your data flows seamlessly between Hyperforce and other systems and services. System testing will validate the end-to-end functionality of any of your multiple system component workflows.?

We recommend you document your testing process so you can accurately track your bugs and resolve them. Version control is a great tool to track your changes made as you update bugs and allows you to roll back to previous versions if required.?

Deployment

Now that you have planned your migration, cleaned your data, trained your users, and tested the migration it is time to deploy the change. All tested and validated configurations, data, and customizations will be moved from your tested environment to the production environment.?

Continuous Monitoring

Once your migration is completed, it's important that it is not the final step in the process. You will need to monitor your environment to make sure it is performing correctly. Monitoring the performance of Hyperforce will be made easy by measuring the performance of your original org during the Assessment and Planning phase to use as a measure. If any areas are not performing according to your expectations, take a step back and reassess where things have gone wrong and troubleshoot so you can resolve any issues. This ensures you are getting the most out of your environment and taking advantage of all the features Hyperforce has to offer.?

Wrapping Up Guide to Salesforce Hyperforce Migration

Migrating your Salesforce data to a new environment can seem like a daunting task, however, it’s important to keep in mind that Hyperforce offers a host of cutting edge features and this can be a great opportunity to overhaul and clean up your data. A great bonus is that Titan seamlessly integrates with Salesforce Hyperforce so you can use your data to create forms, docs, surveys, flows, and more!?