MIGRATION

LIGHTING EXPERIENCE ENABLEMENT

The Salesforce Lightning Experience is a modern interface with new features and redesigned pages for streamlining the sales process providing exceptional customer experiences; boost productivity, optimize operations, build apps faster and work smarter.

The Lightning Platform

1. Enables you to build Apps faster with customizable and reusable Lightning Components

2. Is backed by a design system, tools, and an ecosystem

We use a Salesforce recommended framework that provides structure and best practices for a successful transition to Lightning Experience:. It is a 3 phases approach with multiple stages:

1. Discover

  • Evaluate your org’s business priorities and technical strategy, and your org’s readiness for Lightning Experience - Lightning Readiness Check
  • Develop a Rollout Plan

2. Rollout

  • Change Management
  • Implement productivity-enhancing features
  • Launch

3. Optimize

  • Measure Success
  • Promote Usage
  • Iterate
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DATA MIGRATION

Data Migration is one of the most important aspects of implementing Salesforce. Good data begets good actionable intelligence. It is therefore imperative that exacting procedures and best practices are defined, and conform with corporate data governance when migrating data into Salesforce.

Data from a host of CRM solutions (Source) can be migrated to Salesforce environments (Target). Multiple Salesforce Org's (LOB) can also be consolidated into one global instance of Salesforce.

With an acquired knowledge base around data models, formats, and tools we have successfully guided our clients in their Data Migration, while reducing the operational risks involved.

Our approach encapsulates our experience and best practices for successful data migrations into Salesforce. While the following list is not exhaustive, these best practices form the basis for a successful data migration into Salesforce.

  • Develop Project Plan; define scope
  • Clean and optimize your data before loading. Standardize, clean, de-dupe and validate source data prior to migration.
  • Master Data Mapping Document - data mapping for each object involved in the migration
  • Profile and audit all source data in the scope before writing mapping specifications.
  • Determine the order of migration; relationships that exist between objects and dependencies dictate the order of migration.
  • Use Bulk API for better throughput, especially when working with large data volumes to increase load speed.
  • Define process to identify failed and successful records.
  • Refine scope through targeted profiling and auditing.
  • Minimize the amount of data to be migrated.
  • Implement a data management strategy; secure your data with recovery and backup plans.
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