Why Salesforce Data Migration Requires Expertise
Migrating data into Salesforce is far more complex than copying records from one system to another. Businesses often deal with:
- Multiple data sources
- Inconsistent or duplicate records
- Legacy system limitations
- Complex data relationships
- Security and compliance requirements
Without a clear migration strategy, these challenges can compromise the success of your Salesforce implementation.
IDS Logic ensures your Salesforce data migration is planned, validated, and aligned with business workflows, so your CRM works as expected after go-live.
Our Salesforce Data Migration Services
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Legacy CRM & System Migration
We migrate data from legacy CRMs, ERP systems, databases, and custom applications into Salesforce. Our team analyses source systems to understand data structures, dependencies, and limitations before migration begins.
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Spreadsheet & Manual Data Migration
Many organisations rely on Excel or CSV files for customer, sales, or service data. We transform spreadsheet data into structured Salesforce objects while preserving relationships and history.
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Data Cleansing & Normalisation
Before migration, we clean and standardise data to remove duplicates, correct inconsistencies, and improve overall data quality. This ensures Salesforce users work with accurate, trusted information.
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Field Mapping & Data Transformation
We carefully map source fields to Salesforce objects and fields, transforming data formats where required to match Salesforce standards and business logic.
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Secure Migration Execution
Migration is executed using automated tools and scripts with strict access controls, ensuring data security and traceability throughout the process.
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Post-Migration Validation & Reconciliation
After migration, we validate record counts, relationships, reports, and workflows to confirm data accuracy and completeness.
What Salesforce Data Migration Includes
Salesforce data migration involves securely extracting, transforming, validating, and loading data into the Salesforce environment while preserving data accuracy, relationships, and business continuity. At IDS Logic, our migration approach is technically structured to ensure Salesforce is ready for real business use from day one.
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Data Assessment & Source System Analysis
Legacy CRM and database analysis
Data volume, structure, and dependency review
Identification of data quality risks and gaps
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Field Mapping & Data Transformation
Source-to-Salesforce field mapping
Data format standardisation
Object relationship preservation
Custom object and field alignment
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Data Cleansing & De-duplication
Removal of duplicate records
Validation rule alignment
Standardisation of key fields (emails, phone numbers, IDs)
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Migration Tools & Execution
Salesforce Data Loader
Import Wizard
Automated scripts for large datasets
Controlled sandbox-to-production migration
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Data Validation & Reconciliation
Record count reconciliation
Relationship and lookup validation
Sample data verification with business users
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Security, Access Control & Audit Readiness
Secure data handling practices
Role-based data access during migration
Audit-friendly migration documentation
Our Salesforce Data Migration Process
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Data Discovery & Assessment
We analyse your existing data sources, volumes, formats, and quality to identify risks and dependencies.
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Migration Strategy & Planning
Based on discovery, we define migration scope, sequencing, validation rules, and rollback plans.
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Data Cleansing & Preparation
Data is cleaned, de-duplicated, and structured to ensure consistency before migration.
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Migration Execution
Using controlled migration methods, data is transferred to Salesforce with minimal business disruption.
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Validation & User Acceptance
We validate migrated data and support user testing to ensure accuracy and usability.
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Go-Live & Post-Migration Support
After go-live, we provide support to resolve any issues and optimise data usage.
Types of Data We Migrate into Salesforce
- Accounts & contacts
- Leads & opportunities
- Sales history & pipeline data
- Service cases & customer interactions
- Custom objects & fields
- Attachments & documents
We ensure data relationships are preserved so Salesforce reporting and automation function correctly.
Data Security & Compliance
Data security is a top priority during Salesforce migration projects. IDS Logic follows industry best practices to protect sensitive business and customer information.
Our security measures include:
- Role-based access controls
- Secure authentication methods
- Controlled data handling procedures
- Validation and audit trails
We ensure your Salesforce environment complies with internal governance and regulatory requirements.
Our Certification
Industries We Support
We provide Salesforce data migration services for organisations across:
- Real Estate & Property Management
- Retail & E-commerce
- Healthcare & Life Sciences
- Financial Services
- Logistics & Supply Chain
- Professional & IT Services
Each industry has unique data challenges, and our migration strategies are tailored accordingly.
Why Choose IDS Logic for Salesforce Data Migration in UAE?
- Proven Salesforce data migration expertise
- Structured, risk-controlled migration approach
- Strong focus on data accuracy and usability
- Secure and compliant migration processes
- End-to-end Salesforce delivery capabilities
We don’t just move data - we ensure your Salesforce platform is ready for business use from day one.
Talk to a Salesforce Data Migration Expert If you’re planning to migrate data into Salesforce or consolidate multiple systems, our experts can help you execute a secure and reliable migration strategy.
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