Preparing your data migration plan
As part of your effort and analysis in the pre-development phase (covered in Chapter 2, Defining the Nature of Your Salesforce Project) you identified the systems that are currently used to support your business capabilities. As you are developing a new solution based on the Salesforce platform, your task now is to identify what data from your legacy systems needs to be moved to Salesforce and how to migrate it.
Your data migration strategy should answer the following key questions:
- What systems will you be migrating data from?
- What data will you be moving?
- How will you extract the data from the legacy systems?
- Which Salesforce objects does your data map to – where will the data reside?
- How will you transform your data to make it consumable by Salesforce?
- How will you load the data into Salesforce?
Start by listing all your legacy systems and data (objects) and note the number of records in each object...
