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Data Migration Checklist

Pre-Migration Preparation

Define the objectives and goals of the migration

Identify key stakeholders and assign responsibilities

Create a project timeline with milestones

Review current Salesforce instance and identify data to migrate

Determine data access and permissions needed for migration

Data Analysis and Cleanup

Analyze existing data for quality and completeness

Remove duplicates and outdated records

Standardize data formats and validate data accuracy

Identify any data that does not need to be migrated

Document data definitions and business rules

Data Mapping and Transformation

Create a detailed data mapping between old system and Salesforce objects

Specify field mappings and transformation requirements

Determine any necessary data enrichment or enhancements

Validate data mapping with business stakeholders

Prepare for any changes in data structure or relationships

Migration Tool Selection

Research and evaluate tools specific to Salesforce data migration

Consider tools such as Salesforce Data Loader, Dataloader.io, or third-party ETL tools

Assess compatibility with existing systems and data formats

Ensure selected tools meet Salesforce API limits and performance criteria

Plan for configuration and setup of selected migration tools

Testing and Validation

Develop a comprehensive testing plan for the migration

Execute a test migration with a subset of data

Verify that data integrity is maintained in Salesforce post-migration

Conduct user acceptance testing (UAT) to gather feedback

Document and address any identified issues or discrepancies

Migration Execution

Schedule the migration during off-peak hours to minimize disruption

Communicate the migration plan and timeline to all stakeholders

Execute the migration process as planned

Monitor the migration in real-time for errors or performance issues

Maintain detailed logs of the migration process for auditing

Post-Migration Verification

Review the migration results with stakeholders to confirm success

Validate that all data has been accurately migrated to Salesforce

Address any outstanding data issues or discrepancies

Update documentation to reflect changes in the data structure

Provide training resources for users on the new Salesforce setup

Ongoing Data Management

Implement a strategy for ongoing data quality management

Schedule regular data audits in Salesforce to maintain data integrity

Document lessons learned and best practices for future migrations

Establish a plan for handling future data migrations or updates

Provide ongoing support and resources for users adapting to Salesforce

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