Let’s rewind the tape for a moment and review the progress made to date. Just a short year ago the conversation was “Why Lightning?” Now the community is responding, “Why not Lightning?” Has Salesforce finally won the hearts and minds of the adamant supporters of the Classic (Aloha) user interface? Perhaps not 100%, but adopting Lightning gets more compelling with each release.
Connect with the team of highly experienced developers at AnavCloud Softwares to carry out the most efficient Salesforce implementation in India.If you’re a System Administrator that’s tuned in to the Salesforce Community, you’re witnessing a groundswell of support for migrating to Lightning Experience.
After client’s validation, the final import can be done.įinal Import: A backup copy of client’s database is used for the final data migration. The query refining process is repeated multiple times until the client feels completely satisfied about the implementation. Field scaling is also implemented to match legacy system into Salesforce CRM.Īn initial import is carried in a production environment for newer clients while for the clients already working on Salesforce cloud, the import is carried in a testing environment so that client’s live traffic is not hindered. Then a one to one mapping is carried between legacy table structure and Salesforce CRM. This safeguards the data so that it can be transferred easily to the Salesforce cloud post implementation process.ĮRD table Import and Field Mapping: On-Demand applications can be reinforced with several security measures to keep the user data safe.Īll the ERD tables are studied to gain deep knowledge about the client’s business implementation and requirements. The foremost task is to scan through the client’s existing system to understand his business flow and customer interaction processīackup creation: Client’s sensitive data is then backed up in to secure SQL servers or FTP sites to retrieve it in case of system issue.
Salesforce Migration is a complex process of transferring all the functional data from existing legacy system into the Salesforce Cloud without losing any of customers’ sensitive data.īelow is the data migration process with further details: With service clouds for sales, marketing, services, community etc, every business wants to use the potential of Salesforce for the betterment of their sales and revenue numbers. It is highly customizable and is mainly used to automate the business process such as automated email campaigns, automated billing process and lot more. Salesforce is a cloud-based CRM model that helps conduct and boost online sales.
How to implement Salesforce migration in simple steps ?