Tips to Help with Dynamic CRM Data Migration

Data migration is usually complex. This is regardless of whether you are only working around Salesforce or using other contact management solutions. There are so many challenges that you will have to deal with. The important thing is to prepare beforehand and not take anything for granted. Below are some of the tips you should consider using.

Dynamic CRM Data Migration

Know the size of your database

When planning for database migration, the most important thing you need to do is to start by understanding the size of your database. This is what will help you predict how long it will take for you to move the data to the new database. Size will also help you pick the best database for your system’s needs.

While evaluating the size of the database, you will need to prioritize on a scale of must have, would be nice to have and we no longer need. The best thing about prioritizing is that it will help you clean up your old database before you migrating.

Know the age of the database

Do you really need all this? This is the golden question you need to ask yourself when deciding on what to migrate and what to do away with. One method that will help determine whether it will be good to move everything is to determine the age of the database. The data formats change. Some data may be stored in old formats that will not be compatible with the new system. Take care of the formatting issues.

Choose the right tool

There are so many tools you can use in data migration. Not all of them will, however, work well with all systems. Some take longer to install and to move the data than others. One of the best tools you can use is the Salesforce ANT migration tool. This will be particularly useful if you are migrating to or from Salesforce.

Perform a trial run

The database contains all the data that your organization needs to run smoothly. The last thing you want is to lose all that data. One way of preventing problems is to back up a clean copy of your database before you start the transfer. Once that is done, you will need to run a trial run before the actual migration. The trial run should be run with the whole source dataset. This will help you know how much time it will take to complete the task. A trial run will further help you identify roadblocks.

Disable indexes, plugins and workflows

When it is time to migrate the entire system, you need to start by disabling the indexes, workflows and the plugins in the CRM. Make sure you deregister all plug-ins that will not be running during the migration. This will speed up the process and prevent errors. Later on after the migration, you can activate the plugins.

Last but not least, once the migration is complete, you need to test it. Involve users who use the data in testing. They will help you identify any problems in the system.

WriterAuthor Bio

David Wicks is a renowned software engineer who has been in the business for more than 15 years now. He is also a great writer who has published many articles on his blog. For more information about Salesforce ANT migration tool, visit his blog here.

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