How to clean up duplicate data in Salesforce
Where Salesforce duplicates come from, how to measure them, how to merge safely, and the duplicate and matching rules that keep them from coming back.
Read the full post →What does a Salesforce data migration involve?
A Salesforce migration moves records, relationships and history from an old system into Salesforce. It involves mapping fields and objects, cleaning and deduplicating data, deciding what history to keep, loading data in the right order, reconciling counts afterward and planning a cutover so the team is not working in two systems at once.
Is This You?
Signs you need migration.
- You have outgrown HubSpot, Dynamics or a legacy CRM.
- Sales and support run in separate systems you want to consolidate.
- You are moving from Salesforce Classic to Lightning.
- Marketing lives in a tool that does not talk to your CRM.
What's Included
What we deliver.
Source analysis
An inventory of objects, fields, volumes, duplicates and data quality in the old system.
Mapping
Field and object mapping agreed with the business, including what not to bring over.
Cleanup
Deduplication and standardization before load, not after.
Test loads
Trial migrations into a sandbox with record-count and spot-check reconciliation.
Cutover
A dated plan for the final load, freeze window and go-live support.
- InventorySource systems, volumes and quality.
- MapFields, objects and history decisions.
- TestSandbox loads and reconciliation.
- Cut overFinal load and go-live support.
Financial Compliance (RegTech)
A PE-backed compliance-software company migrated from HubSpot to Salesforce in 4-6 weeks
4-6 wks · HubSpot→Salesforce migration CybersecurityA cybersecurity company unified sales and support on Salesforce and migrated 2,300 accounts in 6-8 weeks
2,300 · Accounts migrated Renewable EnergyA renewable-energy company migrated off MailChimp to integrated Marketing Cloud
29,000+ · Prospects migrated Marketing & AdvertisingA marketing firm migrated from Outreach to Salesforce Sales Engagement with zero disruption
100% · Rep adoption Commercial Real EstateA commercial real-estate firm generated 200+ inbound leads in six weeks after a Sales Cloud + MCAE overhaul
200+ · Leads in six weeks BankingA regional bank replaced ActiveCampaign with integrated Marketing Cloud across every product line
Platforms
Salesforce products we work with here.
Related services
Featured Insight
Guides on salesforce migration.
Written by the consultants delivering the work.
Data Quality
FAQ
Salesforce Migration questions.
How long does a HubSpot to Salesforce migration take?
For a compliance-software company with under 8,000 accounts, the migration took 4–6 weeks, including marketing automation and MQL-to-SQL handoffs. Larger data sets and more integrations take longer.
Will we lose email history and activity data?
Not if it is planned. We decide with you which activities, emails and attachments are worth moving, and archive the rest in a way you can still reach.
Can you migrate our marketing automation too?
Yes. We have moved a renewable-energy company off MailChimp with 29,000+ prospects migrated into Marketing Cloud Account Engagement, and a regional bank off ActiveCampaign.
Should we clean data before or after migrating?
Before. Loading duplicates and bad data into a new system carries the old problems forward and erodes trust in the new one on day one.
Planning a move to Salesforce?
Headquartered in St. Louis, working with companies across the U.S.
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