Data Migration Best Practices
Data migration is a normal and common part of working with Salesforce. most companies have different systems used for different purposes. Keeping track of all this data can be cumbersome and challenging. This is one reason many companies are looking to integrate or replace systems and move to as much of a centralized system as possible. As part of this, Data migration becomes a major discussion. When moving data between systems we have pay careful attention to how we move it, where each piece of data gets loaded to, and what needs to be updated. Even in spreadsheets almost all business data is in some sort of relational setup and those relationships are important to maintain. How do we work with moving this data around and keep the relationships in tact? Here are some tips and best practices I have found that help with moving data. While these are designed around the Salesforce Platform, the concepts can apply to any data migration project with any system. ID your Data The first...