In This Chapter
Understanding your migration options
Executing your migration plan
Organizing your data
If you’re a system administrator, often your greatest headache isn’t configuring or customizing the system but getting your data in and maintaining it so that it’s useful. Nothing hurts a rollout more than complaints from users that their data isn’t in Salesforce, that information is duplicated in several records, or even worse, that the information is wrong. Your end user adoption suffers if you don’t maintain your records after the rollout. If you’re not diligent, you can find yourself in the same mess that drove you to Salesforce in the first place.
If data maintenance is giving you nightmares, use the data management tools in Salesforce to easily import leads, accounts, and contacts. If you have in-house expertise or engage a Salesforce partner, you can migrate other critical data (such as opportunities, cases, and activities) by using proven third-party tools. When your data is stored in Salesforce, you can rely ...