Salesforce Data Migration
99.8% Accuracy. Zero Data Loss.

We target 99.8% field-level accuracy on every migration — measured by automated reconciliation comparing total record counts and spot-checking field values across a statistically significant random sample after migration. This accuracy is verified by a Migration Completion Report signed off by your data owner. In practice, our typical accuracy across all migrations is 99.9%+.

Yes. Dynamics CRM and Dynamics 365, HubSpot, and Zoho are among the most common source systems we migrate from. We have delivered multiple production migrations from each — including complex scenarios such as Dynamics custom entity migration, HubSpot engagement history migration, and Zoho multi-module consolidation. We also migrate from Sugar CRM, Pipedrive, Vtiger, Freshsales, and most other CRM platforms.

We migrate all standard Salesforce objects — Accounts, Contacts, Leads, Opportunities, Cases, Activities (Tasks and Events), Campaigns, Campaign Members, Contracts, Products, and Price Books — as well as any custom objects in your Salesforce org. We also migrate files and attachments to Salesforce Files (ContentDocument and ContentVersion) where required, though this is scoped separately due to storage implications.

Yes. Data deduplication is a standard part of our pre-migration data cleansing process. We run automated fuzzy-match deduplication across the source extract — identifying and merging duplicate accounts, contacts, and leads based on configurable matching rules. We produce a before/after report showing the number of records merged and the match criteria applied, which is reviewed and signed off by your data owner before the ETL pipeline runs.

A test migration is a full execution of the migration pipeline into a sandbox or partial-sandbox Salesforce environment — loading every object in dependency order, running automated reconciliation, and producing a validation report. It is important because it reveals data quality issues, transformation problems, and relationship mapping errors that are invisible in the mapping document but apparent the moment data is loaded. Every issue found in a test migration is fixed before the production run is scheduled. We never run a production migration without at least one successful, validated test migration first.

We include a tested rollback plan in every migration. Before production day, we document the rollback procedure and verify it works in sandbox. If a go/no-go gate is missed during production — such as a record count reconciliation failure or a critical data relationship error — we execute the rollback, restore the system to its pre-migration state, and reschedule the migration after the root cause is resolved. We never force a migration through with unresolved issues.

Yes. Org-to-org Salesforce migrations — merging multiple orgs, splitting an org, or migrating from a partner org to a new production org — are a common migration type we deliver. The process follows the same audit, mapping, test, and validation methodology but uses Salesforce APIs directly for extraction, avoiding the need to export to intermediate files.

Yes, with caveats. Activities (Tasks and Events) can be migrated to Salesforce and associated with the correct Account, Contact, or Opportunity. However, Salesforce does not support importing future recurring Events via API, and some legacy systems store activities in formats that require transformation before loading. We assess activity data separately during the data audit phase and document any limitations before migration begins.

Yes. Rackwave Technologies operates as a data processor when handling client data during a migration project. We sign a Data Processing Agreement covering the lawful basis for processing, data retention and deletion commitments, security controls, and sub-processor disclosure. Source data is stored only for the duration required to execute and validate the migration, then securely deleted. We can share our standard DPA for review during the scoping phase.