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, 11-28-2022 at 10:31 PM (169 Views)
This preliminary phase starts when developers inspect a customerís legacy CRM to understand the structure of the data stored there, data formats, dependencies between CRM objects, and business workflows and create the migration checklist with data to transfer. After that, the developers identify the database tables used by the customer to start mapping fields from legacy CRM to corresponding fields in Salesforce CRM. Finally, the developers perform a data quality check to make sure that data to transfer is readable, valid and has no duplicates. The whole phase may take up to 5 days.

Developers perform trial data migration to Salesforce to see whether thereíre any issues, like data loss, and the need to improve a migration tool before making the final data transfer to new Salesforce CRM. This phase takes around 2 days.


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