Data Migration

Data migration is essentially the process of taking data from one or more systems, performing operations upon it (such as cleansing, transformation, and enrichment), and then subsequently loading that data into one or more systems.

Typically, when implementing Salesforce, data migration is treated as a discrete workstream with questions to answer. How do you get good-quality data into the Salesforce Platform? How do you ensure loading large amounts of data is smooth, reliable, repeatable, and timely? How do you effectively export data from the Salesforce Platform? What’s the right set of steps to follow when importing or exporting data to or from the Salesforce Platform? Where do you begin?

In this chapter, we will learn the methods available to import data into the Salesforce Platform, including tuning and optimization techniques. Then, we’ll explore some of the concepts and processes that need to be considered and understood when undertaking any...