GDPR Compliance

We use cookies to ensure you get the best experience on our website. By continuing to use our site, you accept our use of cookies, privacy policy and terms of service.

Salesforce Data Migration Specialists

Salesforce Data Migration
Secure Transfer from Legacy Systems

We migrate your business data from any source system — legacy CRM, spreadsheets, ERP, or custom database — into Salesforce with full data cleansing, deduplication, validation, and rollback planning. Clean data from day one.

Any Source System Zero Data Loss Full Validation Rollback Planning
50M+
Records Migrated
Accounts, contacts, leads, opportunities, cases, and custom objects.
99.9%
Data Accuracy
Every migration validated to 99.9%+ accuracy before production cutover.
100+
Migrations Delivered
From Dynamics, HubSpot, Zoho, Spreadsheets, SAP, and custom systems.
Zero
Downtime Migrations
Production cutovers designed and executed with zero business disruption.
Full
Rollback Plans
Every migration includes a documented rollback procedure tested in sandbox.
4.9★
Client Rating
Consistently rated for migration precision and project management.
What We Deliver

Salesforce Data Migration — Full Service Scope

Every dimension of salesforce data migration covered — from initial scoping through delivery and ongoing optimisation.

CRM to Salesforce Migration

Full data migration from any CRM — Microsoft Dynamics, HubSpot, Zoho, Pipedrive, SugarCRM, Vtiger — into Salesforce, preserving relationship hierarchies, history, and associated records.

  • Source CRM data export and audit
  • Field mapping and relationship preservation
  • History and activity record migration
  • Validation against source record counts
Spreadsheet & Legacy Data Migration

Structured migration of account, contact, lead, and opportunity data from Excel spreadsheets, CSV files, and legacy databases into Salesforce — with standardisation, cleansing, and deduplication built in.

  • Multi-source data consolidation
  • Data standardisation and normalisation
  • Duplicate identification and resolution
  • Salesforce ID relationship rebuilding
Data Audit & Quality Assessment

Before any migration begins, we audit your source data — profiling completeness, accuracy, consistency, and duplicate rates — producing a data quality report with a recommended cleansing plan.

  • Field-level completeness analysis
  • Duplicate detection and scoring
  • Data format and consistency validation
  • Migration risk assessment report
Data Cleansing & Deduplication

Systematic cleansing of source data before migration — standardising formats, removing duplicates, filling missing values, validating against lookup tables, and flagging records that require manual review.

  • Duplicate record identification and merging
  • Address and phone number standardisation
  • Missing field value enrichment
  • Custom cleansing rule development
Delta & Incremental Migration

For large datasets where full migration cannot happen in one cutover, we design and execute delta migration strategies — migrating in batches while keeping source and target systems synchronised until final cutover.

  • Delta change tracking between systems
  • Batched incremental load scheduling
  • Source-target reconciliation reporting
  • Final cutover planning and execution
Post-Migration Validation

Comprehensive post-migration validation — record count reconciliation, field-level spot checks, relationship integrity verification, and business user validation — before sign-off and source system decommission.

  • Automated record count reconciliation
  • Field-level data accuracy sampling
  • Relationship and hierarchy integrity checks
  • Business user UAT support and sign-off
How We Work

Our Salesforce Data Migration Process

A structured, transparent delivery process — so you know exactly what is happening at every stage of the engagement.

01
Source Data Audit

We extract and profile your source data — identifying completeness gaps, duplicates, format issues, and relationship complexities that will affect migration planning.

02
Field Mapping & Design

We produce a detailed field mapping document covering every source field, its target Salesforce field, transformation rules, and handling for null or invalid values.

03
Data Cleansing

We cleanse the source data against the agreed rules — deduplicating records, standardising formats, filling mandatory fields, and producing a cleansed migration dataset.

04
Sandbox Migration & Validation

We load the cleansed data into a full-copy sandbox and run complete validation — record counts, field accuracy, relationship integrity, and business user review.

05
Production Cutover

We execute the production migration during a planned maintenance window — with real-time validation running in parallel and the rollback procedure on standby.

06
Post-Migration Sign-Off

We run post-migration validation with your business users, produce a final reconciliation report, and obtain formal sign-off before the source system is decommissioned.

Migration Expertise

Salesforce Data Migration Types We Deliver

Every migration type — from legacy CRM to Salesforce, org-to-org consolidation, data cleansing, and historical record migration — delivered with full validation and zero data loss.

CRM to Salesforce

Full data migration from Dynamics, HubSpot, Zoho, Pipedrive, SugarCRM, or any legacy CRM into Salesforce — preserving relationships, history, and associated records.

Spreadsheet Migration

Structured migration from Excel, CSV, and Access databases — with field standardisation, deduplication, and relationship rebuilding into Salesforce objects.

Org-to-Org Migration

Data migration between Salesforce orgs during consolidation, rebranding, or restructure — handling field mapping, external IDs, and relationship preservation.

Data Cleansing & Dedup

Pre-migration data audit, duplicate identification and merging, address standardisation, missing field remediation, and validation rule compliance.

Historical Record Migration

Migration of Tasks, Events, Email Messages, Chatter posts, Files, and Attachments — with storage planning and governor limit management.

Delta & Incremental

Phased migration for large datasets — batched incremental loads with source-target reconciliation keeping both systems in sync until final cutover.

Post-Migration Validation

Automated record count reconciliation, field-level accuracy sampling, relationship integrity checks, and business user UAT sign-off.

ERP Data Migration

Migration of account, order, invoice, and product data from SAP, Oracle, NetSuite, and Microsoft Dynamics into Salesforce objects with full mapping.

Why Rackwave

Why Businesses Choose Us for Salesforce Data Migration

What makes Rackwave Technologies the salesforce data migration partner that consistently delivers measurable outcomes — not just deliverables.

Audit Before Migration

We audit your source data before writing a single migration script — profiling quality, identifying duplicates, and flagging data issues that would compromise the migration outcome if not addressed first.

Validated in Sandbox First

Every migration runs in a full-copy sandbox with complete validation before any production data is touched. We never run untested migration scripts in production.

Rollback Always Ready

Every production migration has a documented, tested rollback procedure. If something unexpected occurs during cutover, we can restore to the pre-migration state within a defined window.

Business User Validation

We do not sign off a migration ourselves — your business users validate key records in the sandbox environment before we proceed to production. Their sign-off is required before cutover.

Certifications

Our Team Holds Active Salesforce Certifications

Every consultant and developer assigned to your project holds active Salesforce certifications in the clouds they work on — not expired or lapsed credentials.

Salesforce Administrator Certification

Salesforce Administrator

Advanced Administrator Certification

Advanced Administrator

Sales Cloud Consultant Certification

Sales Cloud Consultant

Service Cloud Consultant Certification

Service Cloud Consultant

Marketing Cloud Consultant Certification

Marketing Cloud Consultant

Platform Developer I Certification

Platform Developer I

Salesforce Agentforce Specialist Certification

Platform Developer II

Integration Architect Certification

Integration Architect

Data Architect Certification

Data Architect

Tableau CRM & Einstein Discovery Certification

Tableau CRM & Einstein Discovery

Platform App Builder Certification

Platform App Builder

Omnichannel Developer Certification

Omnichannel Developer

Industries

At Rackwave Technologies, we deliver tailored IT Consulting Services across a wide range of industries. Our industry-focused approach ensures that every solution aligns with specific operational challenges, compliance requirements, and growth objectives—rather than generic technology implementations.

Automotive & EV

Smart IT solutions for connected and electric mobility.

Explore More

Banking & Finance

Secure, scalable IT systems for modern banking.

Explore More

Healthcare

Secure IT solutions for better patient care and data management.

Explore More

Education

Digital platforms for modern learning experiences.

Explore More

Insurance

Digital platforms for faster, smarter insurance operations.

Explore More

Retail & Ecommerce

Technology that powers seamless online and offline selling.

Explore More

Travel, Transport and Hospitality

IT systems for real-time tracking and efficient operations.

Explore More

Manufacturing

IT solutions enabling smart and automated manufacturing.

Explore More

Ready to Get Started with Salesforce Data Migration?

Talk to a certified Salesforce expert at Rackwave Technologies — free consultation, no commitment, no sales pressure.

Case Studies

Data Migrations We Have Delivered

Clean, validated data in Salesforce from day one — migrated from legacy CRMs, spreadsheets, and ERP systems with 99.9% accuracy and zero production rollbacks.

Professional Services Data Migration
Dynamics 365 to Salesforce Migration

Migrated 280,000 accounts, contacts, opportunities, and activities from Microsoft Dynamics 365 to Salesforce in 6 weeks — 99.9% field accuracy validated before go-live.

280K
Records Migrated
99.9%
Accuracy
6 Wks
Delivery
Technology & SaaS Data Migration
HubSpot to Sales Cloud Migration

Migrated 5 years of HubSpot CRM data — contacts, companies, deals, notes, and email activity — into Salesforce Sales Cloud with full relationship preservation and zero production rollback.

5 Years
Data Preserved
Zero
Rollbacks
100%
Relationship Integrity
Retail & Ecommerce Data Migration
Multi-Source Data Consolidation

Consolidated customer data from 3 sources — Zoho CRM, spreadsheets, and a legacy ecommerce system — into a single clean Salesforce org. Deduplication reduced records by 35%.

3 Sources
Consolidated
35%
Duplicates Removed
99.9%
Data Accuracy
View All Case Studies
Client Testimonials

What Our Clients Say

Real outcomes from real clients — not curated quotes. Rated 4.9★ across Clutch, Google, and Trustpilot.

"Rackwave delivered our Salesforce implementation on time and within budget. Their team genuinely understood our business — the configuration they built reflected our actual sales process, not a generic template. Adoption was 85% within 30 days of go-live."

Sarah Mitchell
Sarah Mitchell
VP Operations, FinTech Company

"We had a poorly implemented Salesforce org that was costing us time and money. Rackwave's audit identified the root causes within a week, and their remediation roadmap was practical and prioritised. Six months later our team actually uses Salesforce — something they refused to do before."

James Okonkwo
James Okonkwo
Head of IT, Healthcare Group

"The Marketing Cloud implementation Rackwave delivered transformed how we engage our customers. Journey Builder journeys that used to take us weeks to set up now take hours. Their team was responsive, knowledgeable, and genuinely invested in our outcomes."

Priya Sharma
Priya Sharma
Marketing Director, Retail Brand
Trustpilot Google Reviews
star-1
star-2
Hero image

“Rackwave Technologies has significantly improved our marketing performance while providing reliable cloud services. We’ve been using their solutions for a while now, and the experience has been seamless, scalable, and results-driven.”

David Larry

Founder & CEO

Have a question or feedback? Fill out the form below, and we'll get back to you as soon as possible.

Sending your message…

Trusted for overall simplicity

Based on 4,000+ reviews with customer satisfaction on
Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot Trustpilot
FAQ

Frequently Asked Questions

Everything you need to know about our Salesforce Data Migration services.

  • Which systems can you migrate data from into Salesforce?

    We have migrated data into Salesforce from Microsoft Dynamics 365, HubSpot, Zoho CRM, Pipedrive, SugarCRM, Vtiger, SAP, Oracle, NetSuite, Siebel, and numerous custom-built CRM and database systems. We can migrate from any system that allows data export — whether via API, direct database access, or file export.

  • How do you ensure data quality during migration?

    We run a structured data quality process with four stages: audit (profiling your source data for completeness and accuracy), cleansing (applying standardisation and deduplication rules), sandbox validation (migrating to a test environment and running automated reconciliation), and business user validation (having your team verify key records before production go-live). We never migrate to production until the sandbox validation passes agreed acceptance criteria.

  • What happens if something goes wrong during production migration?

    Every production migration we execute includes a documented rollback plan — tested in sandbox before the production cutover date. If a critical issue is identified during production migration, we stop the migration, execute the rollback, restore the pre-migration state, resolve the issue, and reschedule the cutover. We have never had a production migration that required a permanent rollback — but the plan is always there.

  • How do you handle duplicate records in the source data?

    Deduplication is a core part of our pre-migration cleansing process. We use automated deduplication tools to identify and score potential duplicate records, present them to your data owners for review and decision, and apply the agreed merge rules before the migration dataset is finalised. We do not simply merge all duplicates automatically — we give your team visibility and control over the deduplication decisions.

  • Can you migrate attachments and file objects?

    Yes. We migrate Salesforce Files, Notes and Attachments, Documents, and ContentDocument/ContentVersion records. File migration requires careful planning around Salesforce storage limits and we always advise clients on their storage position before committing to file migration scope. For very large file datasets, we recommend reviewing what genuinely needs to be migrated versus archived externally.

  • What tools do you use for Salesforce data migration?

    We use a combination of tools depending on volume, complexity, and source system. Salesforce Data Loader is used for standard object migrations with moderate volumes. Data Import Wizard is used for simple, low-volume migrations. Apex Data Loader and custom Python or Node.js migration scripts are used for complex transformations. MuleSoft is used when data migration and ongoing integration need to share the same platform. Salesforce's own Data Migration features in Setup are used for specific object types. Tool selection is always based on the specific migration requirements — we do not have a one-tool-fits-all approach.

  • How do you handle relationships between records during migration?

    Relationship migration is one of the most technically complex aspects of Salesforce data migration. We handle it using an external ID strategy — mapping source system record IDs to a custom external ID field in Salesforce, and using upsert operations with the external ID to establish parent-child relationships without needing to know Salesforce IDs in advance. This approach preserves all Account-Contact relationships, Opportunity-Account relationships, Case-Contact relationships, and custom object relationships. We validate relationship integrity in the sandbox before production cutover.

  • Can you migrate custom objects and fields from one Salesforce org to another?

    Yes. Org-to-org migrations — moving data from one Salesforce org to another, such as during a consolidation, rebranding, or org restructure — are a specialised migration type we handle. The process includes exporting data from the source org using Data Loader or Bulk API, mapping fields between the source and target org data models (which may differ), handling external ID setup for relationship preservation, and validating the migrated data in the target org against the source. Metadata migration (configuration, code, flows) is handled separately using Salesforce change sets or SFDX.

  • What happens to historical activity and chatter data during migration?

    Historical activity records (Tasks, Events, Email Messages) and Chatter posts can be migrated to Salesforce, but there are important limitations to understand. Tasks and Events can be migrated via standard Salesforce APIs with full field preservation. Inbound and outbound Email Message records can be migrated using the EmailMessage object. Chatter posts and comments can be migrated to the Feed Items object. However, Chatter file attachments require separate handling, and very high-volume activity histories may require Bulk API and careful governor limit management. We include an activity migration assessment in every engagement to set accurate expectations.

  • How long does a Salesforce data migration take?

    Timeline depends on three factors: volume of records, data quality of the source system, and complexity of the relationship structure. A straightforward migration of 100,000 accounts and contacts from a clean source system typically takes 3 to 4 weeks including audit, cleansing, sandbox migration, validation, and production cutover. A complex migration involving multiple source systems, 5+ million records, significant data quality issues, and complex custom object relationships can take 8 to 12 weeks. We provide a detailed migration timeline estimate after completing the source data audit in week one of the engagement.