Salesforce Migration Professional Assistance

Migrating to Salesforce from another marketing automation platform is a complex process that can involve multiple teams, from marketing to sales and IT. However, Macromator’s certified Salesforce professionals, with careful planning and execution, have a remarkable experience in making this type of project a smooth transition for any business.

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Marketo Consulting

Why Work with Macro to migrate to Adobe’s Marketo?

A successful Salesforce migration requires not only certified experts, but also a diverse team with complementary skills.

Macro is proud to have a well-rounded team who is capable of fulfilling every criterion business leaders could think of:
  • Experience: Our certified Salesforce professionals boast significant industry knowledge
  • Skills: You’ll work with a powerful team that has deep technical skills: Salesforce configuration and complex data management
  • Soft Skills: Strong communication and teamwork skill and a terrific problem-solving approach

      Benefits of working with Macro on your Salesforce migration project:

          • Experienced Project Manager
          • Certified Salesforce Administrators
          • Business and Data Analysts
          • Thorough documentation and smart communication

          Here is a helpful step-by-step migration guide to Salesforce:

          1
          Planning and scoping the project
          • Define the objectives and scope of the data migration project. Identify what data needs to be migrated, the order of priority and any other requirements or considerations specific to your business
          • Determine the key stakeholders involved, including decision-makers, team members who will use the system, and all other affected departments
          • Establish a realistic timeline and budget for the project, considering the complexity and quality of the data
          2
          Data Analyzing and profiling
          • Assess the quality of the available data to identify inconsistencies, errors and duplicate entries
          • Analyze the data source and its target destination in Salesforce, to thoroughly understand the relationships between data objects and fields
          3
          Defining the Data Model
          • Outline your data model, describing data types, sources and relationships between system components
          • Determine how the data will be stored in Salesforce and the dependencies between elements
          • Identify the specific data objects and fields essential for the new Salesforce instance, such as customer information or lead management fields
          4
          Selecting the Data to be Migrated
          • Decide which data to migrate, ensuring only necessary data is transferred. Ensure there is only one source of truth for each data type
          • Prioritize the data based on immediate business needs, such as sales and support activities
          5
          Cleaning the Source Data
          • Clean and organize the source data to prepare it for migration. Check for corrupted, incorrect, or duplicate entries and ensure correct labeling
          • Standardize data formats and values to align with Salesforce requirements
          6
          Data Mapping
          • Create a comprehensive mapping document detailing the relationship between fields in the source system and their counterparts in Salesforce. This ensures accurate data transfer
          • Use tools like the Salesforce Data Loader to generate clean templates pre-populated with the correct field structure for each object
          7
          Choosing Data Migration Tools
          • Select the appropriate data migration tools based on the scale and complexity of the data migration. Options include Salesforce tools like Data Loader and Data Import Wizard, as well as third-party ETL (extract, transform, load) tools
          8
          Data Extraction
          • Use data extraction tools to pull data from the source system in an orderly format to support efficient mapping and transformation
          9
          Data Transformation
          • Transform the data to align with Salesforce's standards and data model. Apply necessary transformations, such as converting data types or cleaning up text fields
          10
          Preparing the Destination Org
          • Prepare the new Salesforce organization to receive the incoming data. Configure custom fields, user permissions, and perform QA testing
          • Create custom objects and fields if necessary to match the unique structure of the legacy data
          11
          Data Loading
          • Choose an appropriate data loading method based on the volume and complexity of the data. Use tools like Data Loader or Data Import Wizard, or third-party solutions
          • Consider loading data incrementally in batches for large datasets to facilitate more effective handling of the migration process
          12
          Data Validation and Testing
          • Implement validation rules and checks within Salesforce to ensure data accuracy. Conduct thorough validation testing to identify and rectify discrepancies
          • Break the data into smaller batches for easier troubleshooting and conduct spot checks within Salesforce to verify accuracy after each batch is migrated
          13
          Backup and Rollback Plan
          • Ensure a comprehensive backup is conducted before the migration. Have a mechanism in place to roll back to the previous state in case something goes wrong
          14
          Executing the Migration
          • Execute the migration in stages or phases, focusing on specific data sets or modules at a time
          • Carefully monitor the migration process and promptly address any issues or errors
          15
          Post-Migration Validation and Quality Assurance
          • Conduct post-migration validation to ensure that the data has been accurately migrated and is readily accessible
          • Perform User Acceptance Testing (UAT) with end-users to guarantee data integrity
          16
          User Training and Communication
          • Plan user education sessions to teach users about the new Salesforce environment
          • Communicate the changes and provide suitable documentation for an easy adaptation
          • Keep stakeholders informed about the progress, any challenges encountered, and the expected timeline for completion1.
          17
          Monitoring Performance
          • Monitor the system's performance before and after the data transfer. Use indexing and queries for optimal performance
          • Address any issues proactively to ensure the system runs smoothly with the migrated data
          18
          Data Archiving and Cleanup
          • After the migration, consider archiving or cleaning up any redundant or unnecessary data to maintain data integrity and optimize storage usage

          Why Macro

          Macro is a natural extension of your B2B global marketing team. As an agency with team members and resources located around the world, we know exactly what your challenges are and how to tackle them.

          Global marketing teams that work with us see the following benefits
          • Agile resources to operationalize GTM strategy
          • Faster execution of projects with flexibility
          • More value from your marketing tech investments
          • Cost-effective campaigns, better engagement and more qualified leads
          Don’t just take our word for it — check out the case studies of clients who have benefitted from our services.

          Bonus Tips

          Consider partnering with a B2B marketing agency specializing in your industry that understands the market. At Macro, our expertise can help you get more value from your tools investments and implement solutions that accelerate your growth.

          Talk to Macro today, and we’ll help you get your marketing plan going!
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