October 18 2021
Author Tony Di Carlo

From spreadsheets to Salesforce – tips to assist your migration process

Every business is different; therefore, every implementation, including the process of migration, will be different as well.  Yet, many share common elements.

If you are thinking of moving your operational processes from spreadsheets (or another platform) to Salesforce, give this article a quick read. You will learn some of the key ingredients that every successful migration to Salesforce CRM contains.

Before the big move

Decide on your data model (bonus tip – we help!)

Organising data in Salesforce CRM is not the same as organising it in spreadsheets, which is why planning the data migration and defining the approach is necessary to achieve the best results.

To create an idea, the data conversion that usually happens out of moving from spreadsheets to the Salesforce CRM cloud could look like this:

  • Spreadsheet tab can become a Salesforce object
  • The column becomes Salesforce field
  • The row becomes Salesforce record
  • A set of objects, functionalities and permissions can become a Salesforce App

Some of the first steps usually entail identifying the required fields, mapping them and then determining the right order of the data migration process.

The data management practice includes a few moving parts, and if you are not working with a Salesforce implementation partner, check the Trailhead Data Management module for support.

After the big move

Design the data security model

Because of the various types of users with different levels of responsibility, Salesforce offers a comprehensive and flexible data security model to secure data at different levels, including object-level, field-level, and record-level security.

At every level, there are further customisations that you can do to keep your Salesforce org secure, some of which include profiles, permission sets, role hierarchies or various types of sharing rules. Every company should conduct its own evaluation of how their data security model should look like, but for support, check out what Salesforce says on this topic.

Use Clicks Not Code to customise your Salesforce org effortlessly

We’ve previously talked about how Clicks Not Code functionality in Salesforce helps users build and customise the platform, without having to write any code.  You can use the Clicks Not Code feature to extend your Salesforce org in the following ways:

  • To enhance the user experience with App builder and Community builder
  • To become AI-intelligent with Einstein Prediction Builder and Einstein voice skills
  • To create logic with Process Builder and Flow Builder
  • To build the Data model with Schema builder

Getting new processes mirrored on the CRM platform will demand substantial time and effort from your team, so it’s a good practice to take it slow and steady. For this reason, Clicks Not Code comes in nicely to make room for the compact solutions that we need.

Final thoughts

When moving to Salesforce CRM from spreadsheets (or another platform), it’s necessary to remember that the process that is taking place is transformation, more than just translation.

Salesforce CRM is a powerful platform, and it would be a waste not to use all of its potentials. If you are struggling to get the ball moving on the Salesforce platform, or have a specific question about it, connect with us – we are here to help!


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