Salesforce Data Migration Checklist

A successful data migration into Salesforce.com requires a well designed plan that goes well beyond the mechanics of moving data between 2 systems. This checklist is intended to surface some of the non-obvious, finer points of a data migration.
About this template

This comprehensive Salesforce data migration checklist is designed to ensure a successful transition by focusing on the critical components of people, process, and data. By addressing key questions related to team expertise, process organization, and data integrity, this checklist helps you anticipate and mitigate potential challenges. With the guidance and support from Data Tools, you can navigate the complexities of data migration smoothly, ensuring accurate, complete, and reliable data in your new Salesforce environment. This approach not only streamlines the migration process but also enhances user adoption and overall project success.

Categories
About this creator

More by DataTools Pro

Browse 2 templates

More like this

Related content

Visit Help Center