Salesforce Migration Services

At LitExtension, our Salesforce data migration services ensure a seamless, secure transition of your critical business data into your Salesforce Commerce. Whether you are migrating from legacy eCommerce platforms, other CRMs, or standalone databases, our experience across more than 140 platforms allows us to handle the entire process correctly, transferring products, customers, orders, and complex custom data structures without disruption.

Our Salesforce Data Migration Checklist

A successful Salesforce migration is not just about moving data from another platform into Salesforce; it requires transferring that data accurately, completely, and with strict security. Here is our rigorous process designed to deliver reliable Salesforce migration services and minimize risks:

• Step 1: Planning and Preparation
• Step 2: Data Assessment and Cleansing
• Step 3: Data Mapping and Transformation
• Step 4: Testing Phase
• Step 5: Full Data Migration
• Step 6: Post-Migration Optimization

Step 1: Planning and Preparation

We begin by defining clear migration objectives. We work with you to set specific goals, such as consolidating systems, improving CRM performance, or streamlining operations. Once the objectives are established, we assemble the right team to carry them out. Our team includes project managers to coordinate each phase, data analysts to prepare and validate information, IT specialists to handle the technical setup, and Salesforce administrators to configure the platform.

With the team in place, we assess all data sources involved in the migration. We review your existing systems to identify the exact data that needs to be moved, including customer records, sales history, product details, and custom fields. We also look for issues such as duplicates, outdated entries, or data that requires special handling.

Step 2: Data Assessment and Cleansing

We start with a data quality audit to verify the completeness, accuracy, and consistency of your records before anything is moved into Salesforce. This step highlights missing fields, outdated details, redundant entries, and other issues that could affect the performance of your new CRM.

After the audit, we proceed with data cleansing. We remove duplicate records, standardize data formats, and update any incorrect or outdated information. Issues like inconsistent date formats, mixed phone number styles, or old customer details are corrected to ensure the data entering Salesforce is reliable and ready for use.

Step 3: Data Mapping and Transformation

Once the data is clean, we move on to making sure it fits smoothly into Salesforce. We begin with field mapping, where our team aligns your existing data fields with Salesforce structures. This step preserves key relationships and meanings, such as keeping customer IDs, account details, and interaction histories properly connected in the new system.

We then set up transformation rules to restructure or reformat data during the transfer. This can include converting date formats, standardizing measurement units, or reorganizing hierarchical data so it matches Salesforce’s requirements.

Step 4: Testing Phase

We begin the testing phase with a demo migration, using a smaller subset of your data. This trial run helps us spot issues early, such as field mismatches, formatting errors, or missing relationships. After the demo migration, we move into validation to confirm accuracy and functionality. We check data integrity, ensure records display correctly in Salesforce, and verify that key features like workflows, reports, and integrations operate as expected.

Step 5: Full Data Migration

Once testing confirms everything is ready, we proceed with the full data migration. We execute the complete transfer of records into Salesforce, scheduling it during planned downtime to reduce impact on daily operations. During the migration, we monitor progress in real time and address any issues immediately. This includes resolving unexpected errors, performance bottlenecks, or integration conflicts to keep the process running smoothly.

Step 6: Post-Migration Optimization

After the migration is complete, we carry out final validation to ensure all data has transferred correctly and remains accurate, consistent, and fully functional within Salesforce. We then move into user training to support successful adoption. Through structured sessions, clear documentation, or one-on-one guidance, we help your team navigate Salesforce with confidence.

Finally, we optimize the system to match your organization’s workflows. This includes refining page layouts, automating routine processes, and adjusting reporting tools to improve overall efficiency and usability. At LitExtension, we ensure your Salesforce migration is smooth, secure, and business-ready.