Planning your legacy data load

Now that you have confirmed what you are going to load, selected the tools, and determined any transformation required, it is time to plan your data load. An initial data load is typically part of an implementation, so it is essential to have a plan that can be communicated and scheduled with other implementation activities.

In the following sections, we will learn about the elements you should think about when planning your legacy data load. The first element to consider is how to transition Users from their current system to Sales Cloud while keeping data up to date and accurate. We will look at the options for business transition in the next section.

Business transition

Sales is a live and often fast-moving function. It is essential that salespeople have continuous access to their data. For this reason, it is important to plan how you transfer data from the s-is system to the to-be system. The options available will depend on the volume of...