Salesforce Data Migration
Data migration is where most Salesforce projects quietly lose their credibility — fields don't match, duplicates explode, history disappears, and reps log in to find their pipeline doesn't look right. Cloud Nexus runs migrations from HubSpot, Microsoft Dynamics, Pipedrive, NetSuite, custom CRMs, and homegrown databases with mapping built page-by-page and validation built rep-by-rep — so go-live day is when adoption starts, not when trust breaks.
Book Your Free 90-Minute Audit →Who It's For
Companies migrating from legacy CRMs
Organizations consolidating multiple data sources
Teams cleaning up years of accumulated data
What You Get
Data mapping and transformation design
Data cleansing and deduplication
Test migrations and validation
Production migration with rollback plan
Post-migration verification
If you’re not sure where your source data stands or what the migration scope actually looks like, start with a free 90-minute audit to scope the migration — we’ll walk through your source system live, identify the cleanup that has to happen before move-day, and quote accurately based on what’s actually there.
Key Capabilities
Expected Outcomes
Zero data loss across all migrations
95% reduction in duplicate records
Clean, reliable data from day one in Salesforce
Key Takeaways — Salesforce Data Migration
Zero data loss across all migrations
95% reduction in duplicate records
Clean, reliable data from day one in Salesforce
OUR PROCESS
Discover → Design → Build → Launch → Support
A proven methodology refined over hundreds of Salesforce engagements.
Discover
We audit your org, interview stakeholders, and map business processes to understand where Salesforce fits.
Design
We architect a scalable solution aligned with your goals — data model, automation, integrations, and user experience.
Build
Iterative development with weekly demos. No surprises. You see progress in real-time and provide feedback.
Launch
Comprehensive testing, data migration, training, and a supported go-live that sets your team up for success.
Support
Ongoing optimization, admin support, and strategic guidance to ensure continuous ROI from your Salesforce investment.
Validation Framework
How We Validate Every Salesforce Migration
“Validated data” is what every migration vendor promises and what most fail to deliver. The reason: validation only catches what you tested. Cloud Nexus uses a four-layer framework on every migration.
Record Counts
Source row count = target row count, per object, per migration batch. Discrepancies flagged before move-forward. The simplest layer that catches the largest class of silent migration failures.
Field-Level Integrity
Spot-check 5-10% of records for field-by-field match. Currency precision, date format, picklist value mapping, related-record linkage — the details that silent-fail at scale.
Aggregate Validation
Sum of all opportunity amounts in source = sum in target. Count of contacts per top 20 accounts matches. Closed-won revenue by year matches. Math that’s hard to argue with.
User Acceptance
Real users open real records on the new org and confirm what they see matches what they remember. This catches the issues automated validation misses.
Source Systems
Salesforce Migrations We Specialize In
Every source system has its own quirks. The decisions you make in week one — which fields map where, how you handle history, what you cut and what you keep — shape years of reporting and adoption.
HubSpot to Salesforce
The most common B2B migration we see. Key decisions: company hierarchy preservation, lifecycle stage mapping, deal stage alignment, activity history depth, and which custom properties become Salesforce fields vs. archive.
Pipedrive to Salesforce
Pipedrive’s flat deal-centric model doesn’t map cleanly to Salesforce’s Account-Contact-Opportunity hierarchy. We rebuild the data model up-front, then migrate — not the reverse.
Microsoft Dynamics to Salesforce
Dynamics-to-Salesforce migrations carry years of complex configuration. The hardest part isn’t the data — it’s translating the customizations a team has built around the data. We treat this as a re-implementation, not a lift-and-shift.
ACT, GoldMine, Sage, custom databases
Often poorly documented, often in formats that need extraction first. We’ve migrated from systems where the data lived in CSV exports from a shutdown server in someone’s closet. Bring us what you have.
Salesforce to Salesforce
Acquired-company org merges, divestiture splits, multi-org consolidation. Different complexity profile — same Cloud Nexus methodology.
NPSP to Nonprofit Cloud
Nonprofits migrating off Salesforce’s deprecated NPSP package to the modern Nonprofit Cloud platform. See our NPSP migration timeline for the full breakdown.
Salesforce Data Migration Mistakes (and How We Avoid Them)
We see the same migration mistakes repeatedly. Most are preventable with the right pre-migration discovery — here’s the pattern and the fix, side by side.
Migrating dirty data instead of cleaning first
If your source has 40% duplicate accounts, Salesforce will have 40% duplicate accounts. Day one in Salesforce becomes a deduplication project.
Clean before move-day
We clean in the source OR in a staging environment — never in production after launch. Cleanup is a defined phase of the engagement, not an afterthought.
Lift-and-shift skips the data model rebuild
Lift-and-shift migrations preserve the old system’s structural problems. Salesforce ends up looking like the system you just replaced.
Treat migration as a data model rebuild
Salesforce migrations are an opportunity to rebuild the data model right. We start from the buyer journey, not the legacy schema.
No rollback plan
If the migration fails on cutover day, what’s the path back? Most teams discover they don’t have one at the worst possible moment.
Rollback documented in week one
Every migration plan includes the rollback steps — written, tested, and signed off before the cutover window opens.
Migrating without a freeze window
Source data changes during migration unless you freeze it. The deltas pile up and the target diverges from reality before anyone notices.
Coordinated freeze with stakeholders
We coordinate the freeze window with users explicitly — when it starts, when it ends, what’s read-only, what’s offline.
Underestimating attachment + file migration
Files often outsize the structured data 10×. Teams plan for the records and run out of bandwidth for the attachments.
Parallel attachment tooling, planned upfront
Attachments get their own migration plan and tooling — often Salesforce Files API or third-party platforms running in parallel with the structured migration.
FAQ
Frequently Asked Questions
How long does a data migration take?
Depending on volume and complexity, migrations typically take 3–8 weeks including testing and validation phases.
What if something goes wrong during migration?
Every migration includes a detailed rollback plan. We run test migrations before touching production data.
Can you clean our data during migration?
Absolutely. Data cleansing, deduplication, and standardization are core parts of our migration process.
Will users lose access to the old system during migration?
I am a so called subtitle.We typically run parallel systems for 2-4 weeks during cutover. Users keep access to the source during testing, then we coordinate a defined cutover window where the source becomes read-only and Salesforce becomes the system of record.
What happens to data attachments and files?
Attachments are migrated separately from structured records using Salesforce’s Files API or third-party tools depending on volume. We map attachments to records during the validation phase to ensure nothing orphans.
Can we migrate in phases instead of all at once?
Yes — and we often recommend it. Phased migrations let users adopt Salesforce gradually, surface issues at lower stakes, and preserve a rollback option. Typical phasing: master data first, transactional data second, historical archive last.
Every Salesforce migration ends with a decision: where does the cleaned, validated data actually live going forward? For B2B orgs running Sales Cloud, Service Cloud, or Marketing Cloud Account Engagement, the canonical destination is the Salesforce Data 360 customer data platform — a unified profile layer that lets every downstream tool, including Agentforce, query a single source of truth instead of stitching together fragments.
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