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Salesforce Data Migration

Clean, validated data migrations — zero data loss, minimal downtime.

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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

Key Capabilities

Legacy CRM Migration
Data Cleansing
Deduplication
Data Transformation
Validation & Testing
Rollback Planning

Expected Outcomes

Zero data loss across all migrations

95% reduction in duplicate records

Clean, reliable data from day one in Salesforce

SUMMARY

Key Takeaways — Salesforce Data Migration

Zero data loss across all migrations

95% reduction in duplicate records

Clean, reliable data from day one in Salesforce

CLIENT RESULTS

What Our Clients Say

"We migrated 9 years of data from an old CRM. Zero records lost, duplicates down 90%, and the team was shocked at how clean everything looked on day one."
Nancy Schultz
Nancy SchultzVP Client Success, Fieldstone Partners
"We'd been dreading the migration for two years. Cloud Nexus made it painless with a detailed test plan, rollback ready, and live monitoring through the weekend cutover."
Robert Perez
Robert PerezSystems Architect, Genova Biotech
"After migrating from Raiser's Edge, our team was up and running in Salesforce with clean donor history in under 72 hours. Remarkable execution."
Diane Osei
Diane OseiExecutive Director, Bright Horizons Foundation

CLIENT RESULTS

What Our Clients Say

"We migrated 9 years of data from an old CRM. Zero records lost, duplicates down 90%, and the team was shocked at how clean everything looked on day one."
Nancy SchultzVP Client Success, Fieldstone Partners
"We'd been dreading the migration for two years. Cloud Nexus made it painless with a detailed test plan, rollback ready, and live monitoring through the weekend cutover."
Robert PerezSystems Architect, Genova Biotech
"After migrating from Raiser's Edge, our team was up and running in Salesforce with clean donor history in under 72 hours. Remarkable execution."
Diane OseiExecutive Director, Bright Horizons Foundation
Our Process

Discover → Design → Build → Launch →
Support

A proven methodology refined over hundreds of Salesforce engagements.

STEP 1
Discover

We audit your org, interview stakeholders, and map business processes to understand where Salesforce fits.

STEP 2
Design

We architect a scalable solution aligned with your goals — data model, automation, integrations, and user experience.

STEP 3
Build

Iterative development with weekly demos. No surprises. You see progress in real-time and provide feedback.

STEP 4
Launch

Comprehensive testing, data migration, training, and a supported go-live that sets your team up for success.

STEP 5
Support

Ongoing optimization, admin support, and strategic guidance to ensure continuous ROI from your Salesforce investment.

View all our services →

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.

Every migration includes a detailed rollback plan. We run test migrations before touching production data.

Absolutely. Data cleansing, deduplication, and standardization are core parts of our migration process.

GET STARTED

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roadmap — no strings attached.

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