Salesforce Org Migration and Cleanup FAQs
Apr30

Salesforce Org Migration and Cleanup FAQs

Greetings! My Name is Ajay Dubedi and I am a Salesforce Expert with 6 Salesforce Certifications. You can also view SKILLS SET INTERVIEW VIDEO  I am an accomplished Technical Architect, Consultant and Business Analyst with global consultancy experience; designing and implementing solutions for a range of clients. I am a hardcore developer at heart and passionate about sharing all my knowledge with the community (www.ajaydubedi.com) Here are quick answers to your questions before you design a Project Plan for “Salesforce Old to New Org Migration and Cleanup FAQs” Some of the Questions   1 What approach I should take in cleaning up old data that has not been updated in years? Cleaning Old data is an easy or a huge task depending upon the following approaches: The number of records we wish to clean for Contact, Lead, Opportunity,  Accounts? Parameters defined for duplicity and a well-defined formula for data quality score. Example if a lead has an already verified email, phone number, address    and name then we consider the lead as high quality. Tightly coupled or loosely coupled data sets.  Data merge logic and formula. Which data to override and which to retain? 2. How to get the updated data into Salesforce? We advice updating data in Salesforce by the help of Partial copy sandbox or a Full copy sandbox. We recommend doing all the changes in Salesforce data using data loader and many other free tools. Salesforce best practices suggest we don’t do any data update in Production org directly. True backups must be maintained at each checkpoint. 3. How I can generate automated reports and dashboards for the regional branches, so they see the value of keeping the data up to date? Generating automated reports in Salesforce is easy. I am sure if you are having the right Data  Model in place and formula fields created wisely report generation becomes easier. Take a detailed reference from the following link: https://help.Salesforce.com/servlet/servlet.FileDownload?file=01530000001x34wAAA 4.  What additional technology will be required? Salesforce in itself provides lots of Health checkup for your Old Salesforce Org. Please try running report of lightning readiness checks, Security checks, etc. Health Checkup Org security is of paramount importance and Salesforce has come up with the Health Check tool for org security. The Health Check App scans the Salesforce instance – comparing the security settings against the industry standards and the Salesforce standards. The Salesforce Health Check generates a report on the issues, highlighting the difference in settings with the baseline, with a few clicks only. The Health Check tool changes as per the industry baselines so as to tune our security settings as per industry...

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