FREQUENTLY ASKED QUESTIONS
Are Salesforce Data Migrations really that time consuming and hard?
ALL data migrations are
time consuming and hard so it is not specific to Salesforce and here is
why. As you extract data out of your CRM
or other system, the underlying data structure of that system creates relationships
between your data. Contacts are
associated to Companies, Activities are associated to Contacts, etc. The main issue is that many systems do not
extract the data in a clean format.
Ideally, each CRM System would extract data into an Excel Spreadsheet
with many tabs so that all Company data is on one tab, Contacts are on a second
tab, Activities on a third tab, etc.
Each record on each tab should be linked/associated to other records on
other tabs. Most systems do not output
this data like this and thus, it takes a tremendous amount of time to prepare
this data so that we can load it and make all of the associations/relationships
correct. While this is a function of
your existing CRM or other system not exporting cleanly, it is sometimes
perceived that this is a Salesforce issue, when it is not.
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