Salesforce Practice
Salesforce Data Migration Services
Erpvora Technologies moves data into Salesforce so that what users see on day one is complete, accurate and trusted. We treat migration as a controlled project in its own right across Salesforce platforms, with cleansing, mapping, validation and reconciliation at every step.
Moving data into Salesforce with cleansing, mapping, validation and reconciliation so users trust it from day one.
The business challenge
Data migration is where many Salesforce projects lose user trust. Records arrive duplicated, relationships break, picklist values do not match, and history is incomplete. Once users spot bad data a few times, they stop believing the system, and adoption suffers no matter how good the configuration is.
Legacy data is rarely as clean as people assume. Spreadsheets, old CRMs and operational systems hold duplicates, stale records and inconsistent formats. Moving that data without first understanding and improving it simply carries old problems into a new platform.
Our approach
We profile source data before moving anything, so the scale of cleansing, deduplication and mapping is known rather than discovered mid-load. We agree what to migrate, what to archive and what to leave behind, which keeps the new org lean and relevant.
We migrate in controlled cycles with validation and reconciliation at each pass, so counts, relationships and key fields are checked against the source. By the time of go-live, the data has been loaded and verified more than once, and users can rely on it from the first login.
Capabilities
- Source data profiling, cleansing and deduplication
- Field and object mapping into the Salesforce data model
- Transformation and standardization of legacy formats
- Trial loads and iterative migration cycles
- Reconciliation of record counts, relationships and key fields
- Archive and retention strategy for data left behind
How we deliver
- 01
Profile
We analyze source data to understand volume, quality and duplication, and agree what should migrate, archive or be retired.
- 02
Map
We map source fields and relationships to the Salesforce data model and define the transformations each record needs.
- 03
Cleanse
We deduplicate, standardize and correct data so issues are fixed before load rather than carried forward.
- 04
Load
We run trial and iterative loads, validating each cycle so problems are caught and resolved early.
- 05
Reconcile
We reconcile counts, relationships and key fields against the source and confirm the data is ready for go-live.
Typical use cases
- Migrating from a legacy CRM into a new Salesforce org
- Consolidating customer data from several spreadsheets and tools
- Deduplicating accounts and contacts before go-live
- Bringing historical activity and cases into Service Cloud
- Standardizing inconsistent country, currency or picklist values
- Defining what to archive rather than migrate into the new org
Business impact
- Data users trust from the first login
- Fewer duplicates and broken relationships after go-live
- A leaner org that holds relevant, current records
- Problems caught in trial loads, not in production
- Reconciled counts that give confidence in completeness
- A clear archive strategy for data left behind
Frequently asked questions
Why migrate data in cycles instead of one load?
Iterative loads let us validate and fix issues early. By go-live the data has been loaded and reconciled more than once, which greatly reduces surprises in production.
Do we have to migrate all our history?
No. We help decide what to migrate, what to archive and what to retire, so the new org stays lean and holds the records people actually need.
How do you handle duplicates in legacy data?
We profile and deduplicate source data before load and apply duplicate rules in the org, so the same customer does not arrive as several records.
How do we know the migration is complete and correct?
We reconcile record counts, relationships and key fields against the source after each load and confirm the results before go-live.