Characteristics of a Good Data Migration

  • All the data is there – nothing skipped!
  • the data itself is accurate (no square roots in non-English names!)
  • The data is accessible relative to how it appeared in the original system:
    1. Relationships are preserved such that an attachment can be found from the Contact or the Case
    2. If emails with inline images are to be preserved, then these attachments actually show up inline in the Salesforce email. (hard to do but sometimes necessary)
  • Users are trained in:
    1. Using the new system, including elements that weren’t present in the old system
    2. Finding the old data quickly
    3. How the old data was mapped and any transformations that had to be made (for instance, Hubspot Deal stages need to be mapped into likely different Salesforce Opportunity stages)