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Begin Migrating Your Data to Sales Cloud

Learning Objectives

After completing this unit, you’ll be able to:
  • Identify what steps to take for a successful migration.
  • Decide whether or not you’ll need an org export.
  • Invite users to your new Sales Cloud org.

Migrate Your Data

Now that Patsy knows Sales Cloud will make her sales process buttery smooth, she's ready to migrate her data from SalesforceIQ CRM. During a migration, accounts, contacts, and lists in SalesforceIQ CRM are brought over to Sales Cloud.

Patsy at her counter, moving dough from a bowl to the countertop

To get started on her migration, Patsy watches the SalesforceIQ CRM Migration tool video to familiarize herself with the process.

The Recipe for Migration Success

Just like making pies requires a recipe, Patsy realizes that migrating data means following a specific set of instructions to create the right result. And with that she devises this recipe for a successful migration.
  1. Clean your data.
  2. Prep your data.
  3. Use the SalesforceIQ Migration Tool to migrate contacts, leads, opportunities, and accounts.
  4. Invite new users and transfer records.
Although it’s not a necessary step, she also wants to export her data with an organization export. It’s like adding decorations on top of her pies, not essential but always appreciated.
An org export includes:
  • All list data
  • All manually logged data:
    • Comments
    • Calls
    • Meetings
    • All contacts from the contact gallery
    • All acccounts from the account gallery
Note

Note

Other lists are migrated as custom objects for Sales Cloud Professional Edition and Enterprise Edition.

We'll look each one of these steps in depth, so let's start with cleaning your data.

Get Started by Cleaning and Prepping Your Data

First up, it’s time to clean your data. That means removing duplicates, spelling errors ,and anything that will affect the accuracy of your reports and dashboards once you build them. This may not seem like a big deal, but something like a duplicate account throws off how the company orders supplies, distributes goods, and even staffs her shops for the month.

The next step is collecting and setting up all of the data you want to bring over from SalesforceIQ.

Use the SalesforceIQ CRM Migration Tool

Then Patsy uses the SalesforceIQ CRM Migration Tool to bring over accounts, contacts, and opportunities directly into Sales Cloud.

For a closer look, follow along with this video to see how you can use the SalesforceIQ CRM Migration Tool to get data into Sales Cloud.

Note

Note

Note: Before you run the migration, all trial data needs to be deleted using the Mass Delete tool.

Invite New Users and Transfer Records

Before you can fully bake your migration masterpiece, you needs to invite your teammates to your new instance of Sales Cloud. Why? Admins are assigned to every account in the business unless they reassign accounts to the members of their sales teams. That means you’ll need to invite all the sales reps as users in Sales Cloud in order transfer each record to the right sales representative.

Your fully-baked instance of Sales Cloud is prepped with good data and your sales reps can get started.

Add Manual Data with an Org Export

At this point, Patsy could be ready to set up Sales Cloud and move on to module three. But before she sets up her new instance, she wants to make sure that she has a historical snapshot of her SalesforceIQ data. Just like transferring her most important recipes from note cards to her computer, Patsy wants to make sure she can refer back to the most recent copy of her data if anything goes wrong during the migration.

An org export creates a .CSV file for accounts, contacts, lists, comments, calls, and meetings that are in her SalesforceIQ CRM instance. It downloads to her desktop in a zip folder containing the following files.
  • ARCHIVE_Accounts.csv
  • ARCHIVE_Contacts.csv with Account ID
  • Opportunities ("Lists").csv with associated Account ID
  • Comments.csv with Account ID
  • Calls.csv with Account ID
  • Meetings.csv with Account ID
Although it’s not essential, exporting an org makes a handy historical snapshot of SalesforceIQ which Patsy can always refer to, like a receipt just for her migration. Up next, we’ll follow Patsy as she sets up Sales Cloud to pedal her prized pies to more customers than ever before.
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