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7 Common Problems with
               Salesforce Data Migration




Monday, December 10, 12
About me: Mark Kofman


                          CEO and Co-Founder of Import2.com

                          3 startups in data integration space -
                          Programeter, 300.mg, Import2

                          Lived in 5 countries in last 10 years




Monday, December 10, 12
Import2


                          Import2 is super-simple data import service.
                          Online. Automated.

                          More than 100 data migrations in last 6
                          months, million records imported




Monday, December 10, 12
Problem #1: CSV




Monday, December 10, 12
Problem #1: CSV
                          CSV is built by developers for developers.

                          CSV is perfect for simple cases. In reality,
                          imported data is never perfect. People write
                          phone numbers into email fields, leave
                          mandatory fields incomplete, ...

                          Manipulating large data sets is painful. Try
                          opening 100,000 records CSV file.

                          CSV based migration projects are often $10K+


Monday, December 10, 12
7 Common Problems




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields

                     3.Group and Professional Editions




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields

                     3.Group and Professional Editions

                     4.API daily limits




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields

                     3.Group and Professional Editions

                     4.API daily limits

                     5.Custom fields




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields

                     3.Group and Professional Editions

                     4.API daily limits

                     5.Custom fields

                     6.Validation rules




Monday, December 10, 12
7 Common Problems
                     2.Salesforce system/audit fields

                     3.Group and Professional Editions

                     4.API daily limits

                     5.Custom fields

                     6.Validation rules

                     7.Testing the data import quality


Monday, December 10, 12
Import2 again



                     API based data migration service

                     Accumulated know-how from multiple data
                     migrations

                     As simple as clicking a button



Monday, December 10, 12
How It Works?




Monday, December 10, 12
Thank You!




Monday, December 10, 12

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7 common problems with salesforce data migration

  • 1. 7 Common Problems with Salesforce Data Migration Monday, December 10, 12
  • 2. About me: Mark Kofman CEO and Co-Founder of Import2.com 3 startups in data integration space - Programeter, 300.mg, Import2 Lived in 5 countries in last 10 years Monday, December 10, 12
  • 3. Import2 Import2 is super-simple data import service. Online. Automated. More than 100 data migrations in last 6 months, million records imported Monday, December 10, 12
  • 4. Problem #1: CSV Monday, December 10, 12
  • 5. Problem #1: CSV CSV is built by developers for developers. CSV is perfect for simple cases. In reality, imported data is never perfect. People write phone numbers into email fields, leave mandatory fields incomplete, ... Manipulating large data sets is painful. Try opening 100,000 records CSV file. CSV based migration projects are often $10K+ Monday, December 10, 12
  • 6. 7 Common Problems Monday, December 10, 12
  • 7. 7 Common Problems 2.Salesforce system/audit fields Monday, December 10, 12
  • 8. 7 Common Problems 2.Salesforce system/audit fields 3.Group and Professional Editions Monday, December 10, 12
  • 9. 7 Common Problems 2.Salesforce system/audit fields 3.Group and Professional Editions 4.API daily limits Monday, December 10, 12
  • 10. 7 Common Problems 2.Salesforce system/audit fields 3.Group and Professional Editions 4.API daily limits 5.Custom fields Monday, December 10, 12
  • 11. 7 Common Problems 2.Salesforce system/audit fields 3.Group and Professional Editions 4.API daily limits 5.Custom fields 6.Validation rules Monday, December 10, 12
  • 12. 7 Common Problems 2.Salesforce system/audit fields 3.Group and Professional Editions 4.API daily limits 5.Custom fields 6.Validation rules 7.Testing the data import quality Monday, December 10, 12
  • 13. Import2 again API based data migration service Accumulated know-how from multiple data migrations As simple as clicking a button Monday, December 10, 12
  • 14. How It Works? Monday, December 10, 12