Moving your data to Salesforce is one of the most significant steps your organisation will take. Done well, it sets you up for years of reliable reporting, stronger donor relationships, and confident decision-making. Done poorly, it creates problems that are costly and time-consuming to unwind. Our end-to-end Salesforce data migration process is structured, transparent, and built around your organisation’s needs — from the first planning conversation through to go-live and beyond.
Our Salesforce Data Migration Services
Scope Design
We start by defining exactly what the project involves — no surprises, no scope creep. Usually resulting in a fixed price proposal no matter the admin.
Data Discovery
A thorough assessment of your existing data to understand what you have, what tables and fields are in scope and what your organisation needs
Data Processing
Prepare your data for migration by cleaning, validating and formatting records before a single record is moved
Data Mapping
Establish a clear, approved blueprint for how your data moves from your source system into Salesforce
Transformation Scripts
Custom scripts developed from years of migration experience to convert your data into a format fully compatible with Salesforce
Migration Load Plan
A detailed, end-to-end plan for how data will be loaded into Salesforce — safely and methodically
Data Migration UAT
Rigorous user acceptance testing to validate the migrated data before go-live
Delta Loads
Incremental data loads to capture any changes made during the migration process
Go Live & Post-Migration Support
We see the migration through to completion and stay close during the critical post-launch period
Why a Structured Migration Matters
A data migration without a clear process is a significant risk. Records get lost, fields get misaligned, and teams are left cleaning up problems that should never have happened. A structured, phase-by-phase approach gives you full visibility, clear sign-off points, and the confidence that your data arrives in Salesforce exactly as it should.
