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$
USD
I will migrate data migration salesforce migration implementation
Salesforce Admin and Developer for Apex, Flow and Integrations
Hi, I'm a Salesforce admin and developer. I help small teams get an org that fits how they sell, then keep it running on automation instead of manual work.
What I do:
- Fields, layouts, record types,...
About this Gig
Planning a salesforce migration and worried about implementation cost or lost records?
I run data migration and salesforce migration projects as your migration specialist, moving leads, accounts and opportunities with a migration strategy you approve before anything moves.
What I move:
- leads, accounts, contacts and opportunities across salesforce CRM objects
- notes, tasks and attachments where your old CRM and salesforce plan allow
- custom fields and pipeline stage mapping using migration services and data migration tools
- owners and record links kept between related records
- duplicate cleanup before import
How I work:
No passwords needed: invite me as a user in salesforce. A field mapping sheet you approve comes first, then a test import of a small batch. Record counts get checked before and after and shared with you.
What makes this different:
As a migration consultant and salesforce developer, I script the match and clean steps instead of copying records by hand. I confirm implementation cost before the first record moves.
Message me with your current CRM name and rough record count before ordering.
Software:
Salesforce
FAQ
Will I lose any data during the salesforce migration?
I compare record counts before and after, run a test import first and keep your original export untouched, so nothing is lost without you knowing.
Can data migration move notes and attachments?
Notes and tasks, usually yes. Attachments depend on what your old crm can export and your salesforce plan. I confirm this before you order.
Do links between contacts, accounts and deals stay after implementation?
Yes. Records import in order so each opportunity stays linked to its contact and account.
Do you need my password for the salesforce migration?
No. Invite me as a user in salesforce. For your old CRM, an export file or an API key you create and remove after the job is enough.
What if my data is messy before migration services start?
Every package removes duplicates. Larger cleanups across thousands of rows are priced after I see a sample.
Will my team need to stop working during the migration strategy rollout?
No. Your team keeps using the old CRM until the final import. A short freeze on the last day keeps both systems in sync.
Can you also build automation after the migration?
Yes, Premium adds flow automation and a training call. For deeper automation, see my salesforce developer gig.
