Data Migration from Legacy Salesforce Org to New Salesforce Org

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Company Profile/Overview

 

Industry: Digital Media
Location: India
Employee: 11 – 50 employees
Salesforce Cloud: Sales Cloud
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Challange

  • Identified all the processes and related custom objects that need to be migrated
  • Used Ant Migration tool to migrate all the custom objects/fields and other dependent metadata.
  • With the help of the data loader tool migrated all the data from Legacy org to the new org.
  • This involved various workshops with the client to identify the necessary fields/necessary data that needs to be migrated and data cleanup as per client need.
  • To migrate attachments, we used a 3rd party tool by Connecting Software to integrate Salesforce with SharePoint. We used SharePoint as the data storage for all the attachments.
  • Integration has been set up through the app exchange app by connecting software so that any new attachments uploaded through the data loader will get saved in the SharePoint and hence do not consume Salesforce data storage.

Result

  • Seamless transition to the new org with updated data/Processes.
  • The client did not pay for the extra salesforce storage hence reduced cost.

CloudVandana Solutions is Dedicated to Customer Success

Since 2015 CloudVandana Solutions has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.

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India 

B 38, Upper Ground, Vishal Enclave, Rajouri Garden, New Delhi 110027

United States

651 N. Broad St. Suite 206 Middletown, DE 19709

Contact Us

US: +1(213) 634-5362
India: +91(782) 796-1763
info@cloudvandana.com

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