When migrating data into Salesforce, it is important to follow a set of guidelines to ensure a smooth and successful process. Firstly, it is essential to create a data governance plan that will outline how the data will be managed going forward. This plan should include details on how legacy data will be kept in the new environment, how data will be validated before being stored, and who will be responsible for data cleanliness.
Secondly, it is important to carefully select the data migration tool that is most suitable for the job at hand. This involves keeping in mind the limitations of each tool and comparing them to the data that needs to be imported. Additionally, it is necessary to identify required or read-only fields on Salesforce objects and ensure that each field has a value before attempting to import records.
It is also important to plan the order of migration to avoid issues such as child records failing due to missing parent records. Another key consideration is to plan a consistent naming convention for object and field API names to facilitate future development work.
Finally, it is necessary to ensure that date values align with Salesforce’s standard format, and to plan for inevitable errors that may arise during the migration process. By recording any errors encountered, it is possible to continue the migration process as much as possible and address any leftover data at the end. Following these guidelines can help ensure a successful and efficient Salesforce data migration.
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