[E-BOOK] How to Migrate Data to Salesforce Effectively: Free Checklist

Main Free Salesforce Data Migration Checklist

Thinking of switching to Salesforce?

Check out our detailed plan on how to migrate to Salesforce fast. It will get your team prepared for data cleansing, profiling, and transferring to a new CRM so they can overcome common Salesforce data migration challenges.

This Salesforce migration checklist will focus on:

  • Common CRM migration approaches.
  • The basics of preparing data for the transfer.
  • Steps for a successful migration to Salesforce.
  • How to migrate data from one Salesforce organization to another.

You will also learn what Salesforce migration services are available for you to simplify and streamline this process. Want to know about Salesforce data migration cost? Get pricing.

Get Your Free Copy of Salesforce Migration Checklist

A step-by-step guide on how to migrate data from Excel spreadsheets and CRM systems to Salesforce fast and effectively.

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David Noble
Vice President of Market Research, Hanna Langholz Wilson Ellis

When searching for a replacement to our existing CRM system, our situation presented several challenges, the most significant of which was the fact that our individual offices were all using different systems. Different systems meant different processes and different workflows for the users. It also meant that the data migration process would be multiplied by the number of systems that we used. After our initial discussion with the Ascendix team, we quickly realized that we were speaking with a partner in this process, someone as invested in our success as we were.

Roel Waals
Founder and Head of Product, M |ployee

We needed immediate help with developing a major functionality for our core Salesforce solution. It was necessary to deliver a well-tested solution in the short term. Ascendix developed a custom application within Salesforce managed package using Apex, Flows, and metadata configuration. Despite the urgency and multiple challenges, the team was able to understand the current solution and adjust it in time and within the planned budget. As a project supervisor, I was very satisfied by communication with the team, they were replying rapidly, stand-ups, and other meetings were well-structured and effective.