Salesforce Integration & Data Migration Services

Migration timelines vary based on data volume, complexity, and source systems.

Small to mid-sized businesses typically complete migrations in 4-8 weeks, while enterprise implementations with multiple Salesforce products may take several months.

The preparation phase alone can account for 40-50% of the total timeline, emphasizing the importance of proper planning.

The entire Salesforce ecosystem, including Commerce Cloud (product catalogs, orders, customer data), Sales Cloud (leads, accounts, opportunities, forecasts), Service Cloud (cases, knowledge articles, entitlements), Marketing Cloud (campaigns, subscriber lists, engagement data), Experience Cloud (community member profiles and content), CPQ (product configurations, pricing rules, quotes), and Order Management.

We also handle cross-org migrations between Salesforce instances and integrate with external systems like ERP platforms, marketing automation tools, and custom applications. Whether you're implementing a single cloud or a multi-cloud Salesforce solution, we have the expertise to ensure seamless data migration and integration.

We build comprehensive rollback strategies and backup procedures into every migration plan. Before production migration, we conduct multiple test runs in sandbox environments to identify and resolve issues.

If problems occur during production migration, we have immediate recovery procedures in place. Our phased approach also means we can pause, address issues, and resume without compromising your entire dataset.

The level of cleansing depends on your source data quality. During the assessment phase, we analyze your data to identify duplicates, missing values, inconsistent formats, and outdated records.

We recommend cleansing to the point where it won't break Salesforce automations, but trying to achieve perfect data quality during migration can double or triple effort. We help you find the right balance between data quality and project timeline.

Your team's involvement is crucial for success. We need subject matter experts to validate data mapping, business users to participate in UAT, IT teams to provide source system access and technical specifications, and stakeholders to make decisions on data conflicts or cleansing priorities.

We work closely with your project manager to coordinate activities and ensure everyone understands their responsibilities and timeline commitments.

Data migration is a one-time transfer of data from one system to another, typically during implementation or platform switches.

Data integration connects multiple systems for seamless data flow across your organization. Data synchronization continuously updates data bidirectionally between systems to keep them consistent.

Most businesses need all three at different stages of their Salesforce journey.

We implement a comprehensive quality assurance process including data cleansing before migration, validation rules review, duplicate detection and removal, field mapping verification, relationship integrity checks, and multi-stage testing (unit, integration, and user acceptance testing).

We also perform reconciliation testing to compare source and target record counts, ensuring nothing is lost in translation.

Yes, we have experience migrating data from legacy CRMs, ERP systems, spreadsheets, databases, and custom applications.

Whether your data is in Salesforce Classic, another cloud platform, on-premises systems, or even across multiple disconnected sources, we have the tools and expertise to extract, transform, and load your data successfully into Salesforce.

Absolutely, and we often recommend it. Phased migrations reduce risk and allow your teams to adapt gradually.

Common approaches include migrating by object type (accounts first, then contacts, then opportunities), by business unit, by date range (recent data first), or by priority (critical data before historical data).

We work with you to design a phased approach that minimizes disruption to your operations.