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Salesforce Migration

A Salesforce migration can be done quick, safe and securely with Riptide. We are experts in Salesforce data migration ranging from enterprise to small business.


We know the problems that can arise when doing a Salesforce migration and we use best practices to insure your data is safe and migrated to your Salesforce environment quickly and accurately.


Often times, Salesforce migrations fail due to a lack of understanding of how Salesforce manages relationships between data objects. If you are trying a Salesforce migration on your own, it's easy to feel overwhelmed, but don't take it to heart. It's just a simple case of not having the right information or experience. Riptide can help.


Salesforce Migration Made Easy

Since the onset of our Salesforce partnership, More than 80% of all our projects have included Salesforce data migrations for clients in all types of industries. We've imported hundreds of thousands of data records and valuable information into our customers' Salesforce environments, both with complete accuracy and with the highest measure of security. We understand how vital your data is to the success of your business, and we adhere to the best business practices and standards to ensure the Salesforce migration is done right the first time.


Salesforce Migration Riptide's 7- Step Process

Whether your Salesforce migration is a simple import like email contacts or has the dynamic complexities of a full-scale corporate import with multiple systems, we follow the same set of proven guidelines to ensure an accurate Salesforce data migration every time.


Salesforce Migration Step 1

Assess the Data

We take the time to understand your company, its systems, and how your company uses those systems to support and store data to determine which data sets will be migrated to your Salesforce environment.

Salesforce Migration Step 2

Export & Back Up the Data

Before we migrate any data into Salesforce or make any changes to it, all your valuable exported data is backed up and secured.

Salesforce Migration Step 3

Analyze the Data

Once we receive all the data, we will thoroughly analyze it, noting any necessary customizations needed to support the Salesforce data model for an accurate and successful migration. We will also assess the health of the data in order to be sure we are not inserting duplicates or dirty data.

Salesforce Migration Step 4

Determine the Data Migration Process

Based the object relationships of your data, we will determine the best process in which to migrate the data into your Salesforce environment.

Salesforce Migration Step 5

Pre-test the Data

A small sample of data—maybe 5 to 10 records—is migrated into Salesforce. We then proceed to verify the accuracy of our "mini-migration" by running different reports.

Salesforce Migration Step 6

Migrate the Data

Now we take the full load of your data and basically repeat Step 5.

Salesforce Migration Step 7

Validate the Data

Finally, we run report after report, testing and verifying the accurate and complete transition of your data into Salesforce.


Salesforce.com Free Trial

Anthony Zybak | Appexchange Review

Overall

"We have been using Riptide for a couple of years now to do development work for us and have been extremely happy with the services they provide... We are very heavy users of Salesforce and have built a lot of customizations within it. We wouldn't be able to run our business as efficiently as we do without the work they have provided for us."