Salesforce Migration Services

A successful Salesforce migration starts with a clear, data-driven strategy. We assess your existing systems, data quality, integrations, and business requirements to design a migration plan that ensures accuracy, minimal disruption, and long-term scalability. Our roadmap outlines every stage of the transition, helping teams adopt Salesforce efficiently and confidently.

Key Highlights :

• Detailed analysis of legacy CRM systems, business workflows, and data dependencies.
• A step-by-step Salesforce migration plan with milestones, timelines, and risk mitigation.
• Strategy aligned with business goals, compliance requirements, and scalability needs.
• Ensures predictable, smooth, and cost-efficient migration execution.

We specialize in migrating from Microsoft Dynamics, HubSpot, Zoho, SugarCRM, and on-premise CRMs to Salesforce. Our structured approach ensures accurate data extraction, transformation, mapping, and validation with zero data loss and minimal downtime.

Key Highlights :

• End-to-end CRM data migration with cleansing, transformation, and accurate field mapping.
• Supports large datasets, historical records, and complex customizations.
• Zero-disruption migration with multi-stage validation and testing.
• Ensures high data quality and seamless transition into Salesforce.

Migrating from Classic to Lightning unlocks modern UI, improved efficiency, and advanced features. We refactor outdated components, optimize automation, and redesign your Salesforce environment to maximize Lightning Experience capabilities.

Key Highlights :

• Migration and modernization of Visualforce pages, workflows, and automation.
• Lightning Experience redesign using Dynamic Forms, LWCs, and optimized layouts.
• Performance improvements and streamlined user navigation.
• Boosts adoption, productivity, and long-term Salesforce ROI.

Clean and reliable data is crucial for Salesforce success. We perform deep profiling, cleansing, deduplication, and precise mapping to ensure every record lands accurately and supports smooth business operations.

Key Highlights :

• Comprehensive cleansing, deduplication, and validation of CRM data.
• Accurate mapping of fields, objects, relationships, and dependencies.
• Improves data integrity and enhances automation and reporting accuracy.
• Ensures migrated data is fully ready for Salesforce processes.

Metadata defines how your Salesforce org functions. We migrate your custom objects, flows, automation, validation rules, and configuration settings using secure deployment practices and CI/CD governance.

Key Highlights :

• Migrates custom objects, fields, workflows, flows, validation rules, and layouts.
• CI/CD-driven version-controlled deployments for accuracy and consistency.
• Refactoring of outdated metadata to improve performance and scalability.
• Ensures stable, optimized, future-ready Salesforce environments.

Salesforce works best when seamlessly connected with your ERP, marketing tools, databases, and third-party apps. We rebuild or modernize integrations to ensure smooth data flow before, during, and after migration.

Key Highlights :

• Modernizes integrations using APIs, MuleSoft, Platform Events, and middleware.
• Ensures continuity of existing system connections during migration.
• Improves data sync, automation, and real-time system visibility.
• Aligns Salesforce with your full IT ecosystem for better scalability.

Quality assurance ensures your Salesforce migration is accurate, stable, and fully validated. We conduct exhaustive testing and provide hands-on go-live support to guarantee a smooth transition for all users.

Key Highlights :

• Functional, integration, regression, and UAT testing for all components.
• Data reconciliation to confirm accuracy against source systems.
• Dedicated hyper-care and issue resolution during go-live.
• Ensures stable, error-free launch with minimal business disruption.

After migration, we continue enhancing your Salesforce org through performance optimization, workflow improvements, training, and ongoing support to ensure long-term success and growth.

Key Highlights :

• Continuous monitoring, issue resolution, and performance tuning.
• Enhancements to automation, dashboards, workflows, and processes.
• User training, documentation, and change-management assistance.
• Supports scalability and evolving business needs with ongoing improvements.