10 Tips to Remember When Migrating from Goldmine to Salesforce
In the past few years, we have witnessed the surge in online CRM software, but nothing competes with Salesforce, not even GoldMine. Therefore, if you are still using typical CRM software like Zoho or GoldMine, we suggest that it’s high time for you to start migrating all your CRM data to one and only i.e., Salesforce. However, while going for GoldMine to Salesforce migration, there are plenty of things that you should keep at bay, and we have listed the top 10 of them below.
1. Pre-Migration Analysis of GoldMine Data
Whenever you plan for migration from GoldMine to Salesforce, you should always analyze all your data stored in the former CRM. That’s because if you start migrating without analyzing your entire data, you may end up transferring plenty of unnecessary files which may even increase the total time consumed in the data transferring process.
2. Know-How About APIs
Both GoldMine and Salesforce are integrated using the Application Programing Interface, better known as APIs. And that makes it necessary for anyone planning to migrate from the former one to latter one to be skilled in working with APIs or else he/she may end up screwing everything.
Don't forget to check out: An Introduction to Salesforce Force.com Migration Tool (ANT)
3. Identify the Appropriate Salesforce Edition
At times people often get confused selecting the appropriate Salesforce edition that can fulfill all their requirements. Therefore, it would be better for you to make the right choice after checking the features thoroughly. Moreover, in order to be on the safer side, you can also contact the sales support to find the picture-perfect edition.
4. Know About The Difference
There are plenty of differences between GoldMine and Salesforce, both in terms of features and ways of working. For instance, GoldMine is a Contact-Centric, whereas Salesforce is Account-Centric, which means that Contacts cannot be created without creating an Account in Salesforce.
5. Get Used to Salesforce
In order to migrate and use Salesforce without facing any trouble, it would be wise for you to sign up and use Salesforce’s free trial for 30 days. This will help you get used to the dashboard and know the product better.
6. Backup Your Data
Taking backup of the data is one of the most crucial things that you should always do at regular intervals, and especially before migrating from one technology to another or one platform to another. As your data backup can rescue you at any point if for any reason the data transferring process gets hampered.
7. Consult the Migration Doctor
Whenever you find it difficult to overcome any obstacle that you may face in the migration process, it would be wise to consult certified experts in Salesforce integration. They would be well aware of troubleshooting the problem. In fact, you may even outsource your migration task to them to avoid getting into any sort of technical problem.
Check out another amazing blog by Algoworks here: Introduction To Salesforce Lightning Migration – Part 1
8. Read the How to Guide
Before importing your data into Salesforce, it won’t be a bad idea to read the how-to guide that are offered by Salesforce, where it tells you about Getting Started, Adding & Managing Users, Importing Data, and many other things.
9. Have Patience
If at any point your data migration process gets frozen, don’t begin to panic, instead wait for some time. However, if things don’t move further you can take the technical support from the Salesforce’s technical support desk, as it always loves to serve the Salesforce’s customers.
10. Hire a Certified Developer
In case you find it difficult to understand the migration process, it would be a good idea to hire a certified salesforce developer to complete the task that looks like a never-ending one to you.
We hope this blog post will help you understand the major mistakes that people make while migrating from GoldMine to Salesforce. Moreover, if you like this blog post, don’t forget to share it with your friends on social profiles, and leave your views in the comment section provided below.
If you want to contact our Certified Salesforce Developers, please feel free to make a call at our toll-free number +1-877-284-1028.
Reference: Algoworks
