Salesforce Data Migration

What's included

• ✓Field mapping document. Source-to-target mapping for every field, including type conversions, picklist value mapping, lookup resolution, and required-field defaults.
• ✓Transformation rules. Data cleaning, normalisation, deduplication strategy, and the logic for edge cases like multiple emails, address parsing, name splitting.
• ✓Dry-run validation. Full migration into a sandbox first. Sign-off on a sample before touching production. No surprises on cutover day.
• ✓Final migration with rollback plan. Migration window with monitoring, error logging, and a documented rollback procedure if something goes wrong.
• ✓Post-migration QA. Record-count reconciliation, sample data verification, and a written report of any data that didn't come across cleanly with reasons why.

Common scenarios

HubSpot, Pipedrive, Zoho, Dynamics, or spreadsheets to Salesforce. Salesforce to Salesforce (org consolidations, M&A). Legacy database to Salesforce. One-off data loads with complex transformation logic. If you're working with regulated data (financial services, health), I've done it under APRA and NSW government compliance and can work within your security framework.