While the previous point asks you to determine what you want the migration to achieve on a macro level, the immediate solutions of your Salesforce migration on a micro level should be clearly defined prior to implementation. Springboarding off #3 is the fourth method of Salesforce migration preparation: figuring out what you want your new solutions to accomplish. Determine What a New Implementation Will Accomplish D on’t let tired processes limit the potential of a new system. In all senses, technology should be inspirational, propulsive, and uplifting. The alternative is having your technology beholden to the processes built around th at technology. Whether the goal is to expand your processes or to refine them, b eing able to effectively map out where you want your migration to take you ensures the technology will propel your processes. Big or small, lofty or grounded, your overarching objectives are ultimately the factors motivating your organization to migrate.
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What you’re accustomed to should be entirely separate from what you want to accomplish there’s a reason you’ve made the decision to migrate, right? When entering an implementation, communicati on between your team and consultants is so critical to the project’s success. Establish End GoalsĪvoid the common struggle of separating your organization from the technology it’s become familiar with and evaluat e your end goals prior to migratio n agnostic of the tool you are moving towards. Assess your data before the time comes to migrate, eliminate anything deemed inconsequential, and start fresh with a Salesforce instance that can be trusted and relied upon. Many of these “Attributes” might now be irrelevant. Take for example some of the “Attributes” that have been created over the years in your Raiser’s Edge instance.
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Treat your data in a manner conducive to future success and assess what is necessary to the well-being of your post-migration systems. Simply moving all your data over and sifting through after your migration will waste valuable time and resources better spent moving your organization forward. Once you’ve scrubbed and polished your data, take the time necessary to assess what data is truly meaningful and beneficial to your migration. Going hand in hand with Step #1 is the all-important Step #2 concerning the assessment of your data. Assure accuracy and consistency in your data and your migration will be set up for greater future success. You’ve maintained that data as best you can, but there will invariably be redundancies or inconsistencies that pop up over time. The foundation of every effective Salesforce instance is built atop data integrity. Simple steps in ensuring your data is clean pre-migration will pay dividends post-migration. Go through the process of reviewing your data, making sure to merge duplicates, deleting old or irrelevant data, standardizing addresses, etc. Save yourself the headache of circling back to remove duplicate or irrelevant information by conducting a thorough cleaning of your data prior to migration. Remember, this migration should be viewed as a “fresh start” for your data and systems. These are the 5 best ways to prepare you for your Salesforce migration!
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Taking the time to obtain a lay of the land for your data and systems, prior to your migration, will save you time, energy, and money in the long run. There’s no denying the utility and ease Salesforce can provide for your business, organization, or institute. If followed correctly, this list of 5 essential migration perspectives will set you and your team up for greater, elongated success through Salesforce. When it comes to migrating your organization from one Salesforce instance to another, there are 5 key points of preparation to keep in mind before moving forward.