Files Salesforce Data Migration or How to Outwit API Limits

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Files Salesforce Data Migration or How to Outwit API Limits

 The blend of digital and physical worlds created a new type of customers who are savvy and have an acute attention to the products or services offered to them. So businesses turned to the CRM technology in the seek for establishing seamless offers and close-knit company-client relationships. Many organizations find the fulfillment of their objectives in Salesforce. However, the structured approach to a business running as changed, and the focus switched from technology as a goal itself to value. As a result, the growing number of vendors start to look for a direct and secure Salesforce data migration.

Why Business Move from Salesforce?

Taking an insight into the history of CRM technology, Salesforce was the first cloud CRM founded in 1999, and nowadays it offers some various out-the-box tools for handling data management, automating marketing, and sales performance, as well as improving the service quality. Looks quite effective and practical for succeeding in revenue growth and broadening customer audience, yet companies consider Salesforce data migration as an urgent issue. There are typical reasons for a change such as increasing cost licenses, declining end-user adoption rates, and more features require edition upgrade. Concerning individual causes, usually, include complicated alignment of tools and strategic objectives, inability to set up access and data security (if the company lacks IT staff), or numerous features that perplex users and reduce productivity levels.

Facing Switch Problems

The process of Salesforce data migration is quite tricky and may have different pitfalls that draw up your time and cause more expenses than you have predicted. To avoid various nasty surprises, you should meticulously prepare for this approaching event. First of all, you should start with the review of your current business process flow and detect the weak and strong areas. This will help you to figure out what tools and, therefore, CRM system you need for solving these drawbacks. The second task is to put your database in order. What does it mean? To put it simply, you have to refine the missing fields, correct the typos and other spelling mistakes, and finally - delete or merge duplicates. Don’t forget to backup your database after this treatment. And last, but not least issue is to train and teach your team how to use the new CRM before the actual implementation for ensuring the faster user-adoption.

Files Salesforce Migration: Lesson Learned

The most important and challenging task is to transfer your data directly from Salesforce to a destination CRM solution. The automated migration mode attracts a wide audience of business owners, but API-based data switch is available Enterprise, Unlimited or Performance versions. Yet Group and Professional editions of Salesforce have disabled API access, and the direct automated migration becomes impossible for businesses then use these versions. Definitely, they could upgrade the version and then easily transfer their records from Salesforce but still is an expensive way out. Web-based service Trujay worked out this problem. Salesforce data migration from editions with the disabled API can be accomplished using an automated files transfer. So how does it works? 1. You have to start with the backup of your records in CSV files, and then upload them to your Dropbox account.

Trujay Salesforce migration instruction: Upload files to Dropbox

2. After registering your account at app.trujay.com, set up your migration.Choose your Salesforce from a drop-down menu as a source CRM and click on the button Files. Then you will see such fields as account, contact, task, lead, opportunity, and user - upload your corresponding CSV files.

Trujay Salesforce Instruction

3. Next step is to define your targeted CRM details, and then you will see the estimated numbers of records those modules you have uploaded.

Trujay Salesforce migration instruction: select target crm

4. Then you can run a free demo or skip it and start you full migration from Salesforce to a desired CRM.

Trujay Salesforce migration instructuion: mirgate to a dream CRM

So with you can easily switch from Group or Professional edition of Salesforce in a direct, automated way that will save your time and money without business processes disruption. P.S. This free ebook “Best-Case CRM Data Migration Scenario” will be handy if you want to find out more about how to plan and succeed with your migration.

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