Salesforce Migration Services

Folio3 offers a seamless Salesforce data migration services. 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. When you hire Salesforce developer experts from our team, this implies a seamless and error free data migration from other CRMs, migration from another Salesforce Org and automated data synchronization services.

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.

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.

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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Global Enterprises Count on Our Salesforce Consulting Services

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Major Key Technologies, our success is measured by the milestones our clients achieve. Explore how we've empowered businesses with cutting-edge solutions, driving growth and innovation.

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We helped Wealth Architects improve their email system by connecting Salesforce with Outlook and Gmail. We set up automatic lead creation from emails and made a custom Salesforce app for secure access. We also added DocuSign to make signing documents easier.

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electrocore

Folio3 helped Electrocore enhance their Salesforce CRM by improving sales cycle tracking and service delivery while ensuring HIPAA compliance. We integrated Salesforce with marketing automation and Oracle NetSuite ERP for a streamlined order-to-cash process. The solution also improved data synchronization and provided better insights for customer engagement.

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We are a Certified Salesforce Consultancy Delivering CRM Innovation for Brands Worldwide

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Majorkey

We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.

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Sunhero

Folio3 did a great job in scoping the request and keeping communication going throughout the task
This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again

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 services 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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Right Model to Hire Folio3 Salesforce Migration Services 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.

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.

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.

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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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.