Salesforce org migrations · Salesforce architecture
Consolidate or replace CRM systems with a migration program built around process, data meaning, validation, cutover, and business continuity—not just record counts.
The business friction
The operating outcome
Measures we establish before build
The system trace
Each pass should reduce uncertainty: understand the source, decide the target meaning, transform repeatably, validate at record and process level, then cut over with a recovery path.
Systems and teams enter migration scope
Inventory data, relationships, automation, integrations, reports, permissions, volumes, owners, and real-world workarounds.
Evidence retained
Source inventory, usage, risk, ownership
Target processes and data meaning are agreed
Decide what maps, transforms, consolidates, archives, or stops—and document how each decision affects the business.
Evidence retained
Field mapping, transformation, disposition
A repeatable migration pipeline is ready
Run representative and full-volume loads in a safe environment, preserving keys, relationships, ownership, files, and history.
Evidence retained
Run logs, rejects, duration, reconciliation
Migrated data is available to test
Technical counts, financial totals, relationship checks, permissions, integrations, reports, and end-to-end business scenarios must agree.
Evidence retained
Signed acceptance and open exceptions
Readiness criteria are met
Freeze, extract, transform, load, reconcile, release users, monitor, and retire in a timed plan with explicit go/no-go authority.
Evidence retained
Cutover log, approvals, defects, archive
System capabilities
Inventory objects, fields, relationships, attachments, automation, integrations, reports, security, volumes, usage, and business owners.
Define the future process and data model before mapping legacy fields, so outdated structures do not dictate the new org.
Document source-to-target meaning, normalization, deduplication, keys, ownership, history, files, and disposition rules.
Build scripted, logged, restartable extracts, transforms, loads, reject handling, and reconciliation instead of one-off manual imports.
Test critical workflows, calculations, permissions, integrations, reports, and representative records—not only row counts.
Plan freeze, delta strategy, timing, communications, go/no-go, rollback, hypercare, archive, access, and legacy shutdown.
Governance & reliability
The workflow is only production-ready when access, ambiguity, failure, and change have an explicit operating path.
Every source domain is marked migrate, transform, consolidate, archive, or retire with an owner and rationale.
Counts, key totals, relationships, samples, permissions, and end-to-end processes all contribute to acceptance.
Cutover includes checkpoints, timing evidence, stop criteria, restartability, and a rollback or containment path appropriate to the risk.
Extracts, staging, credentials, personal data, logs, and archives follow approved access, encryption, retention, and deletion practices.
Delivery path
Each phase ends with a concrete artifact and a decision. The sequence protects the build from assumptions that usually surface too late.
01
We profile systems and data, interview process owners, map dependencies, and separate launch-critical scope from archive and later phases.
Decision artifact
Inventory, risk register, and scope decision
02
We finalize target processes, data model, disposition, transformations, integration changes, security, and acceptance criteria.
Decision artifact
Migration design and signed mapping workbook
03
We run multiple migrations, reconcile each pass, fix repeatable defects, and complete business scenario testing with named owners.
Decision artifact
Dress-rehearsal report and readiness scorecard
04
We execute the timed runbook, reconcile before release, support users, resolve defects, and close the legacy system against retirement criteria.
Decision artifact
Cutover evidence, hypercare log, and archive plan
Questions
Connected systems
Initial systems consultation
