Salesforce Migration Services

Folio3 offers a seamless Salesforce data migration service. With the support of our Certified Experts, ensure a smooth data transition and mitigate date migration risks.

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Our Salesforce Data Migration Services

At Folio3, we believe that your salesforce should perform exactly as per your business needs. This implies a seamless and error free data migration from other CRMs, migration from another Salesforce Org and automated data synchronization services.

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Migration from another CRM

Migration from a different CRM may be difficult due to the fact that different CRMs employ different data formats. Reformatting and mapping them..

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Migration from another CRM

Migration from a different CRM may be difficult due to the fact that different CRMs employ different data formats. Reformatting and mapping them to match the Salesforce data migration requirements takes time, effort, and planning.
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Migration from another Salesforce Org

We transfer all of your data from Salesforce legacy or any other external system to Salesforce Org. To maintain..

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Migration from another Salesforce Org

We transfer all of your data from Salesforce legacy or any other external system to Salesforce Org. To maintain record linkages, we ensure that imported objects are in a specific order.
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Synchronize data with Salesforce

Syncing multiple data sources may necessitate the use of a dedicated integration server or the Mulesoft interface. The synchronization might be one-sided...

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Synchronize data with Salesforce

Syncing multiple data sources may necessitate the use of a dedicated integration server or the Mulesoft interface. The synchronization might be one-sided or two-sided, with the latter being significantly more difficult in terms of data compilation and organization.
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Pro data migration to Salesforce from all major CRM platforms

Salesforce gives you an edge over the competition when it comes to optimising your company's processes. The sales and marketing processes are optimised as a result of the effective migration and application of Salesforce data.

Our professionals can transfer data from the world's best CRMs to your salesforce, including:

Need to bring maximum value for your sales, customer service, and marketing? Our team can advise on how to do it.
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Salesforce support process and workflow

To deliver world-class salesforce support and maintenance services, we follow a straightforward approach that clarifies our work style.

Planning Migration

Our Salesforce data migration experts examine the requirements, do a feasibility analysis of data transfer, evaluate the data source and destination, construct a roadmap, and develop a solid data transfer plan. We choose the proper tool, method, and approach to move data between on-premise and cloud systems based on individual business requirements.
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Data Cleaning

Business functions are constantly inundated with data gathered from various sources, and bad data can completely derail the process. To obtain the highest consistency and accuracy, we standardise and improve the data. We use data cleansing and deduplication techniques as part of data standards to get rid of duplicate records.
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Data Mapping

Only when all objects, records, and information are appropriately mapped is data migration successful. We map the data from various sources to the appropriate fields. Our data migration solutions aim to assist multiple business operations and data analytics using the changed data, rather than merely field mapping. View More

Execution

Using the greatest ETL (Extract, Transform, Load) tools, we migrate legacy and Salesforce to Salesforce data and enhance native products. Our data migration professionals move data quickly without disrupting existing workflows and processes by using an automatic or custom Salesforce migration approach dependent on the data complexity and amount of the source data.
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Quality Assurance

We are skilled in a variety of testing tools and processes, and we perform migrations based on business needs. Our testing specialists make the best use of the developer console to check migrated records and test the deployed system by producing records with filter-based SOQL queries. After the migration is complete, our QA teams run a series of checks on the system to ensure that all of the data is safely moved in the correct forms.
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Data Integrity

Our expertise in data migration includes the ability to safeguard and protect our customers' data for consistency throughout the conversion process. We validate the migrated instance with byte-check for privacy and security before enabling write permissions on the data in the new location, using sound integrity checks and validations.
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Client Validation & Go-Live

After one final review from our end, the system is yours to use. We'll wait for you to confirm the success, and we'll always be pals.
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Support and Monitoring

Following the completion of a project, we offer ongoing review and quality assurance services at reasonable rates and under flexible terms.
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Pick the Right Model to Hire Folio3 Salesforce Migration Experts

To keep the hiring process seamless, we follow a simple hiring and engagement model. Our hiring model are designed to focused what's best suited to your projects, with rapid delivery and 100% project satisfaction.

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Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous...

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Fixed Cost

The fixed cost project model is appropriate for businesses with set objectives, as then they focus on what needs to be done rather than spending miscellaneous amounts on unnecessary elements. This model enables you to hire our developer based on the time consumption of a particular task. It also enables you to do your job efficiently with minimal time and money wastage.
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Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will...

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Dedicated Hiring

Our dedicated experts can be hired according to your preferences on either an hourly basis or a monthly basis. This is best suited for long-term projects, as you will need developers who have sound knowledge of your business operations and are well aware of the business practices to start work immediately. The average hiring time is up to two weeks.
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Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale up options...

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Build Your Team

We let you build your own team of the best developers for your business. Choose the perfect fit for your business after considering the budget and scale up options available to you. This enables saving on additional hiring costs and having a skilled team that you are satisfied with and that you trust.
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More Salesforce Success Stories

Major Key

Folio3 helped MajorKey in merging two separate SalesForce Companies into one. Through the merger, we achieved the following objectives for MajorKey

  • Single source of Sales Data
  • Improved Analytics & Reporting
  • Streamlined Financial Visibility
  • Enabled Sales Cross/Upselling
  • Reduced Administrative overheads
  • Improved Sales Visibility
  • Reduced Licensing Costs

Our experience with Folio3 has been beyond expectations. Folio3 has completed multiple Salesforce development projects as well as provided suggestions for enhancements for our CRM. The workshops were planned with my team and discussed in detail. Folio3 brings the expertise needed for our organization.

Client name
Gabrielle Sampson
Industry
Business Consultant
No.of Employees
200+
Company
MajorKeys
Est. Revenue
$100+Million
EVO

Evo Systems is a U.S.-based company that manufactures windows, doors, glass and related specialty parts to the construction industry.

Folio3 helped Evo Systems build Multiple Salesforce connectors to help enrich their CRM experience.

The connector achieved the following benefits for Evo Systems.

  • Seamless communication between Salesforce and other systems.
  • Opportunity Management in Salesforce
  • Deal Management in Salesforce
  • Proposal Management in Salesforce
Client name
Evo
Industry
Distribution
No.of Employees
50 - 100+
Company
Evo Systems
Est. Revenue
$100+Million
Wealth Management Firm

Salesforce Financial Services Cloud Implementation Support for an independent Wealth Management firm

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

Folio3 helped this client with supporting their Salesforce Financial Services Cloud Implementation through the below activities:

  • Address Management
  • Data Migration
  • Workflows and Templates
  • End user training
  • Dashboards and Reporting
  • Box, Google Ads, MailChimp Integration
Client
Wealth Management Firm
Industry
Financial
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Mountain View, CA USA
Global Health

The customer is a Global Medical Device Manufacturing company specializing in Neuromodulation, Vagal Nerve Stimulation (VNS), Neuroscience, and Bioelectronic Medicine.

Our client is an independent wealth management firm located in Silicon Valley. They help their customers navigate the financial and personal challenges that come with change and complexity and also ask them big questions about what they want from their lives.

With a mission to help patients across the globe who suffer from pain and chronic conditions, they fulfill this goal by harnessing the power of nVNS, innovation, and technology to develop safe and clinically backed treatments.

  • Streamlining workflows
  • Data Migration
  • Improvement in managing clients’ records
  • A self-service portal
  • Einstein Opportunity Insights
  • Dashboards and Reporting
  • Deliver personalized advice across channels
Healthcare
Device Manufacturing Company
Industry
Healthcare
No.of Employees
50 - 100+
Est. Revenue
$100+Million
Location
Basking Ridge, NJ USA

Why choose folio3 Salesforce

We are alums of Intel, Silicon Graphics, and Qualcomm; techies from MIT and Caltech entrepreneurs and inventors from Silicon Valley; enthusiasts for all things digital; big believers in technology’s potential; bigger believers in human potential.
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Years of Experience

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

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Clients

Clients (banks, booksellers, software giants, game start-ups) that trust and value us enough to be our best spokespersons.

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Employees

Employees who understand the dual commitment at Folio3, Customers first, Employees forever.

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Solutions

Web and Mobiles solutions are made with love, integrity, and lots of caffeine.

FAQ

Salesforce Data Migration is defined as the process of transferring data to the Salesforce platform with the ultimate goal of increasing company productivity and gaining a competitive advantage.
Salesforce data transfer can be done in one of two ways: manually or automatically. If simply a module or conventional CRM needs to be migrated to the Cloud, you can migrate your data manually, but this requires extensive knowledge. You can use the automated way, which does not require any technical knowledge, to quickly migrate large amounts of data utilizing migration wizard.
Data migration is crucial in almost all businesses because it protects data from a variety of natural and man-made disasters. Furthermore, it assures data security and quick and effective data upgrades. You can upgrade or consolidate server and storage hardware, as well as work on large-scale virtualization projects, with data migration.
If you want to enhance your business strategy, customer experience, or establish new products, data consulting can assist you in developing the best strategy. We have worked with some of the world’s largest IT firms and have developed a number of AI-based solutions that require data science at their foundation.
We have the expertise of some of the most advanced data migration software as well as Salesforce professionals. Furthermore, our extensive Salesforce database transfer experience makes us one of the top solutions for meeting all of your data migrating requirements. You can reach out to our business analyst or look through our portfolio to learn more about our previous Salesforce success stories.
We cater to many time zones; therefore, you can easily select your desired time zone. Hiring our Salesforce developer will provide you with someone who suits to your time zone, deadline, and end goal. To know more information about this, you can reach out to us by filling the contact form.
To securely and easily migrate data to Cloud CRM, you must first identify the data to be migrated, then choose the approach that best matches your needs, prepares the target org, map the fields, and check the data. Hire a Salesforce migration consultant to ensure a smooth move and avoid business disruptions.
A well-thought-out Salesforce data migration strategy ensures a painless, safe, and error-free transition. You may test the process and data integrity at each stage of strategic migration, detect potential hazards early on, and remediate to acquire fully-functional instances.
Data migration solutions are essential components that assist users in reading, analyzing, loading, and transferring databases from one location to another. These solutions make use of specialized architectural design and methods to transfer data easily and efficiently, ensuring that the extracted data is compatible with the destination location.
Once we have examined your business requirements, we will provide you with the developers best suited for your business needs. You can start interviewing them to choose the one for you. We can start working with you within a week.