There are a few data migration tools out there on the market that provide direct API to API migration functionality. There are also middleware or iPaaS (integration platform as a service) tools that you can use as well. I would recommend the tools built for data migrations specifically as the iPaaS vendors will try to get you on a contract for a longer period of time and since they are built for ongoing data syncs, they will be overly complex and difficult to understand for your use case. There will be a lot of functionality you don’t need, but will be paying for.
Wizard is a separate data migration tool that transfers information from legacy software to a new system. Data migration tools are relatively inexpensive, but you need to make sure the tool you choose is compatible with your CRM software.
Trujay has a data migration wizard app and even an additional option with guided support to ensure your mapping, testing, QA, delta migration goes smoothly. With it, your Microsoft Dynamics to Salesforce data migration will become much easier.
You may use the migration software from Trujay to perform as many cost-free random samples as you like. Play around with the mapping as much as necessary to get the sample data to display precisely way you want it to. So don't worry about loading up your Salesforce with sample data—each sample you run will overwrite the one before it. Once you are satisfied with the mapping, you may proceed with the entire migration and make a payment.
So this is the option that defines “doing it the right way.” Custom data migration is the most efficient way to transfer large volumes of files and/or data with significant activity history (such as call and email records).
A custom migrating from Microsoft Dynamics to Salesforce has a number of benefits:- turnkey data transfer with full data integrity control;
- individual study of the structure of your data in Microsoft Dynamics;
- depending on the amount of data and connections, specialists will offer the best solution for moving to Salesforce;
- use development tools (APIs) to extract all data from Microsoft Dynamics;
- safe and correct import of data into Salesforce while maintaining relationships with entities, with a history of notes, tasks, etc.
Having a project manager or CSM guide you through the entire Microsoft Dynamics to Salesforce migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automations, etc. Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on data points you collect.
What is a Sample Migration?
How does Free Sample work?
What happens after the Sample Migration is complete?
How to export Salesforce accounts in csv. file?
You can export Salesforce Accounts into CSV files in two ways:
1. Use Trujay service.
It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your Salesforce account.
2. Use the option Salesforce offers.
- Go to your Salesforce account and find ‘Settings’ parameters on the right side of the dashboard.
- Now, click on ‘Data’ button on the left side and choose ‘Export Data’. At this point, press "Schedule Export" in the middle of the page layout.
3. After that, select the record type you would like to migrate. In our case, choose ‘Account’.
4. Now, you can begin your transferring of the selected Salesforce items in the cvs. file by clicking on ‘Export Now’. When an export is ready, you will receive an email containing a link that allows you to download the files.
After that you may go back to your migration wizard and upload your Salesforce accounts to proceed with the further data transfer.
What is a Guided Migration?
What is a Record?
What is a Delta Migration?
How to make a Salesforce backup?
When your existing Salesforce edition doesn't have the API access, the optimal solution to switch to another CRM in an automated way is to transfer data with the help of CSV files.
You can do Salesforce backup files in two ways:
1. Use Trujay service.
It allows you to export different modules or all the modules with saved relations between records. That means if you decide to transfer your data from CSV to another platform, it will have the same connections as it had in your Salesforce account.
2. Use the option Salesforce offers.
First of all, you have to backup your current CRM data:
- Go to your Salesforce admin panel and choose 'Setup'.
Then go on the left side of the page layout, press ‘Data Management’ and ‘Data Export’
- Push "Export now" button.
- Now, you may export your Salesforce. To that, do the following:
- Put mark on "Include all data".
- Make sure you’ve marked the switched fields.
- Press "Start export".
You have options
To wrap up
You have options. Depending on your timeline, budget, bandwidth, etc. you can find a solution for you and your teams.
JHopefully, we were able to give you an easy-to-understand overview of the three data options to Salesforce and all the pros and cons. The choice is yours. Remember that the most important thing in your company is a careful attitude to data about each client.
If you ever want to just simply discuss, get assessed for a data migration done from Microsoft Dynamics to Salesforce properly with Trujay, you can reach out to us here. Happy to provide the limitations, pitfalls, gotchas, pricing and timelines depending over a quick phone call.