We can safely migrate

our CRM-specific information.

Provide reliable data migration solutions

Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa.

Sales Cloud
Create validation rules

To ensure that data entered by users meet certain requirements before they can be saved in the system.

Sales Cloud
Transfer Salesforce data

To external databases, applications, and data warehouses, and optimize your data during the migration process.

Sales Cloud
Trust expertise

The RA data migration experts have experience working with large and complex data sets, as well as metadata.

Sales Cloud
We can safely migrate from legacy to Salesforce

Trust us to seamlessly transfer all your CRM data without a hitch.

Sales Cloud
Provide reliable data migration solutions

Using ETL tools, which extract, transform, and load data for a complete migration from Salesforce to another storage system and vice versa.

Sales Cloud
Create validation rules

To ensure that data entered by users meet certain requirements before they can be saved in the system.

Sales Cloud
Transfer Salesforce data

To external databases, applications, and data warehouses, and optimize your data during the migration process.

Sales Cloud
Trust expertise

The RA data migration experts have experience working with large and complex data sets, as well as metadata.

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Salesforce Data Migration Benefits for Your Business 

Routine Automation provides the best data migration in Salesforce solutions from best practices and deep expertise. Select the data to be migrated, leave the work to the RA data migration experts and receive the working result. 

Experienced engineers
Experienced engineers

Enhanced Data Accuracy

Before Salesforce data migration, our RA team cleans and organizes the data, saying goodbye to manual entry errors. 

Experienced engineers
Experienced engineers

Increased Productivity

Increase efficiency and migrate to Salesforce. Our RA team streamlines data, making it accessible and easy to use. No more manual entries and no more headaches searching for data.

Experienced engineers
Experienced engineers

Improved Reporting and Analytics

Empower insights. Routine Automation simplifies data warehousing. Accessible reports, and informed decisions. Let us elevate your understanding. 

Experienced engineers
Experienced engineers

Better Customer Service

We can bet that when all customer data is stored in one location, businesses can offer more personalized & efficient customer service. As a result, increased customer satisfaction and loyalty. 

Experienced engineers
Experienced engineers

Scalability

Adapt effortlessly. With our RA engineers, evolve data warehousing in Salesforce. Expand your capabilities as your business grows. 

Experienced engineers
Experienced engineers

Integration with Other Systems

RA engineers can integrate Salesforce with marketing and accounting software. This streamlines lead nurturing, revenue tracking, and financials to drive business growth.

01 01 arrow
Enhanced Data Accuracy

Before Salesforce data migration, our RA team cleans and organizes the data, saying goodbye to manual entry errors. 

02 02 arrow
Increased Productivity

Increase efficiency and migrate to Salesforce. Our RA team streamlines data, making it accessible and easy to use. No more manual entries and no more headaches searching for data.

03 03 arrow
Improved Reporting and Analytics

Empower insights. Routine Automation simplifies data warehousing. Accessible reports, and informed decisions. Let us elevate your understanding. 

04 04 arrow
Better Customer Service

We can bet that when all customer data is stored in one location, businesses can offer more personalized & efficient customer service. As a result, increased customer satisfaction and loyalty. 

05 05 arrow
Scalability

Adapt effortlessly. With our RA engineers, evolve data warehousing in Salesforce. Expand your capabilities as your business grows. 

06 06 arrow
Integration with Other Systems

RA engineers can integrate Salesforce with marketing and accounting software. This streamlines lead nurturing, revenue tracking, and financials to drive business growth.

Awards & Recognitions
We had received many awards in the past years, one of them beeing the Clutch's Top 1000 Consulting Firms
Top crm consulting Company
Top crm consulting Company
Top it services Company
Top it services Company
Top email marketing Company
Top email marketing Company
Top salesforce Company
Top salesforce Company
Top digital marketing Company
Top digital marketing Company

5

steps

to Migrate to Salesforce

Build Data Migration Plan & Mapping

Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.

Sales Cloud
Perform ETL

We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.

Sales Cloud
Validate

Provide the process of data validating by creating validation rules.

Sales Cloud
Run Full Migration

The process of transferring the data from the Salesforce platform to an external source such as a Database or Data Warehouse.

Sales Cloud
Support

At this stage, we ensure the functioning of key Salesforce platform processes.

Sales Cloud

5

steps

to Migrate to Salesforce

Sales Cloud
Build Data Migration Plan & Mapping

Develop a data migration plan including identifying and mapping the data to be migrated, as well as planning for extraction and transformation.

Sales Cloud
Perform ETL

We use ETL tools to extract, transform and load the data, and move data from the database to a data warehouse.

Sales Cloud
Validate

Provide the process of data validating by creating validation rules.

Sales Cloud
Run Full Migration

The process of transferring the data from the Salesforce platform to an external source such as a Database or Data Warehouse.

Sales Cloud
Support

At this stage, we ensure the functioning of key Salesforce platform processes.

Reviews

Join 250 + companies who’ve reached Salesforce bliss with Routine Automation

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Salesforce Data Migration Services FAQs

If you still have questions, please open one of them. We’ve got answers:
What does Data Migration mean in Salesforce?

Data migration in Salesforce is moving data out of the Salesforce CRM and onto several kinds of data storage, including databases, applications, and data warehouses.

How long does it take to migrate data to Salesforce?

Can vary depending on several factors such as the amount of data being migrated, the complexity of the data, the method of migration. Contact our team and we provide you with a detailed migration plan and timeline.

What is the cost of Salesforce Data Migration?

It depends on the specific needs of your organization such as the amount of data being migrated, the complexity of the data and its structure, the quality of the source data and etc. It’s recommended to get a quote from our Salesforce expert to get an accurate estimate of the cost of data migration.

How can I migrate from Salesforce Classic to Lightning myself?

To carry out the data migration process, it is crucial to select the appropriate skilled Salesforce partner to handle it, who can design a strategic plan, build the solution, and perform testing and fine-tuning.

What are the benefits of partnering with a Salesforce consultant for migrating Salesforce?

Beyond technical proficiency, the ideal partner should also have a thorough understanding of particular industries and business requirements and be able to offer ongoing consulting services. Investing in specialized data migration services reduces the risks and guarantees accurate and secure data transmission.