Data Migration
Move your data into Salesforce cleanly — mapped, deduplicated, validated, and fully audited.
Service Overview
Your data deserves a clean start.
Data migrations go wrong when they're treated as a simple export-import. In reality, legacy data is messy — duplicates, inconsistent formats, orphaned records, and fields that don't map cleanly. I take a methodical approach: profile the source, design the mapping, clean before loading, validate after.
Whether you're migrating from HubSpot, Dynamics, spreadsheets, or a homegrown system, I ensure your Salesforce org starts with data you can trust.
What's included
- Source data profiling & audit
- Field mapping documentation
- Deduplication & normalisation
- Sandbox test loads
- Production migration & rollback plan
- Post-load validation report
- Attachment & file migration
- Relationship & lookup preservation
Tools & approach
Data Loader & API
Bulk API for large datasets
Test Before Prod
Full sandbox run before go-live
Rollback Plan
Every migration has an exit strategy