Enterprise · Salesforce
Salesforce Data Migration
A B2B services company was moving from a legacy CRM to Salesforce. 12,000 contacts, 3 years of deal history, custom fields that didn't map cleanly. The risk: losing data or losing the team's trust in the new system on day one. I led the migration end-to-end.
Migration plan · mapping, deduplication, validation, and reconciliation
The migration process
- Field mapping documentEvery legacy field mapped to a Salesforce equivalent — or explicitly flagged as deprecated. No silent data loss.
- Deduplication passIdentified and merged duplicates pre-migration using OpenRefine. 12,000 contacts cleaned to 9,800 deduplicated records.
- Staged importImported in tranches (Accounts → Contacts → Opportunities → Activities) with validation between each stage.
- Reconciliation reportPost-migration reconciliation comparing record counts, key field values, and aggregate revenue between old and new systems.
- Team trainingThree sessions covering daily workflows, plus a one-page cheat sheet pinned in every team Slack channel.
The toolchain
Salesforce Data LoaderExcelOpenRefine
Outcome
0
Records lost
Verified by reconciliation report.
12K → 9.8K
Deduplicated
Cleaner data from day one.
3
Training sessions
Plus a one-page cheat sheet.