Transition Your Salesforce Data Following Migration Best Practices
Whether you’re switching to Salesforce from another CRM or ERP, or you’re moving from a homegrown system, the lifeblood of your business is your data, so understanding Salesforce data migration best practices is vitally important. But how do you minimize errors during the data import process? How do you know which tool to use? How do you prepare Salesforce to receive your data?
Knowing the answers to these Salesforce data migration questions is important (obviously) and just as obvious is the need to have someone on your team who understands data hygiene as well as they do Salesforce best practices. If you don’t, and something goes wrong, your company could be out a considerable amount of time—and money—as you scramble to clean up your data disaster.
That’s where Surety Systems’ senior-level Salesforce consultants come in. We can connect you to a Salesforce data migration consultant who can help ensure your information is clean, Salesforce is ready to receive it, and that every part of the data migration process goes smoothly. If you need help with your Salesforce data migration strategy and execution, we’ve got the consultants for you.