Clean Before It Moves
Duplicates merged, formats standardised and required fields filled before a record reaches Salesforce.
Salesforce Data Migration Services
Move your data to Salesforce clean, complete and on schedule. LST Consultancy plans and runs Salesforce data migrations from HubSpot, Zoho, Dynamics 365, legacy databases, spreadsheets and other Salesforce orgs, with field-level mapping, sandbox rehearsals and record-count reconciliation after go-live.
What Is Salesforce Data Migration?
Salesforce data migration is the process of extracting data from an existing system, cleaning and transforming it to fit the Salesforce data model, and loading it into Salesforce objects such as Accounts, Contacts, Leads, Opportunities, Cases and Files, while keeping the relationships, ownership and history intact.
A typical project runs through assessment, field mapping, cleansing, a test load in a sandbox, the production load and post-migration validation. LST Consultancy runs every one of those steps, so your team starts in Salesforce with data it can trust.
Relationships Intact
Accounts, contacts, opportunities and files stay linked, with original owners and created dates.
Verified After Go-Live
Record counts reconciled object by object and sampled field checks signed off with your team.
Our Salesforce Data Migration Services
End-to-end migration services, owned by one team from the first data audit to post-go-live support.
Data Assessment & Migration Planning
We profile every source object, measure volumes and data quality, decide what to migrate, archive or leave behind, and write a migration plan with scope, risks and a cutover date.
Field Mapping & Data Modelling
A field-by-field mapping document from source to Salesforce, covering picklist translation, record types, external IDs and any custom objects or fields the org needs.
Data Cleansing & Deduplication
Duplicate accounts and contacts merged, addresses and phone numbers standardised, broken emails fixed and required fields filled before the load.
Extraction, Transformation & Loading
Repeatable ETL jobs built with Data Loader, the Bulk API 2.0 or an ETL platform, loading objects in dependency order and upserting on external IDs.
Org-to-Org Migration & Org Merges
Consolidating Salesforce orgs after an acquisition, splitting a business unit out or moving to a fresh org, with record IDs re-linked across every lookup.
Validation, Testing & Hypercare
Record-count reconciliation, sampled field-level checks, user acceptance testing and a hypercare window after go-live to fix anything users report.
Migrate to Salesforce From Any CRM, ERP or Database
Companies, contacts, deals, notes and engagements, with HubSpot associations rebuilt as Salesforce lookups and lifecycle stages mapped to lead and opportunity stages.
Modules, subforms, attachments and blueprint stages, with Zoho's custom modules mapped to standard or custom Salesforce objects.
Entities, option sets, activities and SharePoint-linked documents, with option set values translated into Salesforce picklists.
Customers, contacts, items and transaction history moved into Salesforce for sales and service teams.
Org merges, splits and fresh-org moves, matching users and re-linking record IDs across every relationship.
Tickets migrated as Cases with comments, attachments and Knowledge articles, keeping the original timestamps.
Organisations, people, deals and activities, with pipelines mapped to Salesforce sales processes.
Customer masters, orders and contracts extracted from enterprise systems and reshaped for the Salesforce data model.
Custom and in-house databases extracted with SQL, cleansed and loaded with full traceability back to the source.
Spreadsheets consolidated, deduplicated and validated before they become clean Salesforce records.
What a Well-Run Salesforce Data Migration Does for Your Business
Protect Data Integrity
Parent–child relationships, record owners and created dates survive the move, so every contact still belongs to the right account.
Minimise Downtime
Cutover runs over a low-activity window, with a delta load for records created after the main migration.
Keep Reporting Reliable
Historical opportunities and activities keep their original dates, so pipeline and win-rate reports work from day one.
Stay Secure & Compliant
Encrypted transfer, least-privilege integration users and personal data handled in line with GDPR and CCPA.
Drive User Adoption
Clean, deduplicated records mean reps find what they expect, and stay in Salesforce instead of old spreadsheets.
Create One Source of Truth
Data from every legacy system lands in one Salesforce org, so sales, service and finance work from the same records.
Salesforce Data Migration Sequence: Parents Before Children
Salesforce links records by ID, so a contact can only point to its account once that account exists. We load objects in dependency order and keep each legacy ID in an external ID field, so every lookup resolves on the first pass and any load can be rerun safely.
This is where most migrations go wrong: lookups that fail on load, lost created dates and owners, attachments over size limits, and triggers and flows firing on old data. Our load plan handles each one before cutover.
Users & Roles
Owners and the role hierarchy first, so every record has a valid owner.
Accounts
Parent accounts, then child accounts that reference them.
Contacts & Leads
Linked to their accounts through external IDs.
Products & Price Books
The catalogue that opportunities and quotes depend on.
Opportunities
Deals and line items, with original stages and close dates.
Cases & Custom Objects
Service history and any custom data model objects.
Activities & Files
Emails, tasks, notes and files attached to their parents last.
Which Salesforce Data Migration Tool Is Right for You?
We are tool-agnostic. The right choice depends on record volume, how often the load must run and how much transformation the data needs.
| Tool | Best for | Volume | Transformation |
|---|---|---|---|
| Data Import Wizard | Simple one-off imports by admins | Up to 50,000 records per import | None. Data must be prepared first |
| Data Loader | Most migrations; insert, upsert, delete, export | Up to 5 million records | Limited. Pair with scripts or an ETL step |
| Bulk API 2.0 | Large, scripted, repeatable loads | Millions of records, processed asynchronously | Full, in your own code |
| ETL platformsMuleSoft, Informatica, Talend, Jitterbit | Complex, multi-source or ongoing sync | Enterprise scale | Full, with visual mapping and scheduling |
Salesforce Data Migration Best Practices
Clean data. Confident go-live.
Most failed migrations come down to skipped basics. These are the rules we never skip.
Clean at the Source
Fix duplicates and formats in the extract, where it costs far less than fixing them in Salesforce after go-live.
Upsert on External IDs
Keep the legacy ID on every record so loads are repeatable and traceable back to the source.
Pause Automation
Bypass validation rules, flows and triggers for the migration user, then re-enable and test them.
Preserve Audit Fields
With Set Audit Fields upon Record Creation enabled, original created dates and creators carry over.
Rehearse in a Sandbox
At least two full, timed trial loads, so the production cutover holds no surprises.
Back Up & Plan Rollback
Full source exports and a pre-load Salesforce backup, with a written rollback path.
Why Choose LST for Salesforce Data Migration?
Salesforce data migration consultants who have run migrations across Sales Cloud, Service Cloud and custom data models, and know where Salesforce loads fail.
No fixed template. Scope, tools and the cutover approach are set by your volumes, sources and business calendar.
You keep the field mapping document and the load scripts, so the migration is auditable and can be rerun.
Encrypted transfers, NDAs and least-privilege access for every system we touch.
A free assessment, then a fixed quote, so you know the full cost before any data moves.
The same team handles Salesforce implementation, integration and administration once your data is live.
Our Salesforce Data Migration Process
Audit
Inventory sources, objects and volumes, and profile data quality.
Plan
Choose the cutover approach, tools, load order and go-live date.
Map
Map every field, translate picklists and define external IDs.
Cleanse
Extract, deduplicate and transform data to the Salesforce model.
Test
Run full trial loads in a sandbox and fix every error.
Migrate
Freeze the source, load production in order and run a delta load.
Validate
Reconcile counts, re-enable automation and support users.
Salesforce Data Migration Checklist
The checks we sign off before, during and after every migration. Use it to plan your own project or to review a partner's plan.
Before the Migration
- List every source system, object and record count
- Agree what to migrate, archive or leave behind
- Build the field mapping document and picklist translations
- Add an external ID field to every target object
- Deduplicate and standardise data in the extract
- Back up all source data and the target org
During the Migration
- Bypass validation rules, flows and triggers for the migration user
- Enable Set Audit Fields upon Record Creation
- Load objects in dependency order, parents first
- Upsert on external IDs so loads can be rerun
- Log every error file and fix the cause before reloading
- Run a delta load for records created during cutover
After the Migration
- Reconcile record counts object by object
- Spot-check sampled records field by field with users
- Check that files, notes and activities sit on the right parents
- Re-enable and test automation
- Confirm reports and dashboards match the source
- Keep the source read-only until sign-off
Salesforce Data Migration FAQs
Find answers to common questions about migrating your data to Salesforce.
Still have questions?
Can't find the information you're looking for? Talk to our team about your migration.
A single-source migration with standard objects usually takes 2 to 4 weeks. Multi-source projects, org merges or migrations with heavy cleansing and custom objects typically take 6 to 12 weeks. The assessment phase gives you a fixed timeline before any data moves.
Cost depends on the number of sources and objects, record volume, data quality and how much transformation is needed. We quote a fixed price after a free assessment, so you know the full cost up front.
The seven steps are: data audit, migration planning, field mapping, extraction and cleansing, a test migration in a sandbox, the production load and cutover, and post-migration validation with hypercare support.
For under 50,000 records of simple data, the Data Import Wizard works. Data Loader handles most migrations up to 5 million records. For larger volumes, repeatable jobs or complex transformation, the Bulk API 2.0 or an ETL platform such as MuleSoft, Informatica or Talend is the better fit.
No. Every source object is backed up before cutover, original created dates and owners are preserved with audit-field permissions, and record counts are reconciled object by object after the load.
Yes. Attachments and documents are migrated as Salesforce Files and linked to their parent records. Emails, calls and meetings become Activities, and notes are migrated as Enhanced Notes.
Usually only a short freeze on the old system during cutover, often over a weekend. A delta load picks up records created after the main load, so business continues without a gap.
Assess and clean the data first, map every field, then load objects in dependency order with Data Loader or the Bulk API, upserting on external IDs. Rehearse the full load in a sandbox at least twice before the production cutover, and reconcile record counts afterwards.
Before: source inventory, scope, field mapping, external IDs, cleansing and backups. During: automation bypassed, audit fields enabled, dependency-ordered loads, error logs and a delta load. After: record-count reconciliation, field checks, automation re-enabled and reports verified.
Yes. We handle org-to-org migrations and org merges, re-linking record IDs across lookups, matching users and preserving history, whether you are consolidating after an acquisition or moving to a new org.
Explore More Salesforce Services
Salesforce Implementation
Set up Salesforce around your sales and service processes.
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Connect Salesforce with your ERP, marketing and support tools.
Salesforce Administration
Ongoing admin, user management and org health.
Salesforce Consulting
Strategy, roadmaps and solution design for your org.
Move Your Business Data to Salesforce With Confidence
Book a free migration assessment. We will review your source systems, estimate volumes and send a written plan with timeline and fixed cost.