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The Six Attributes of a Good Data Migration

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Abstract

If we were to Google “What are best practices?” we will find an answer similar to “commercial or professional procedures that are accepted or prescribed as being correct or most effective.”

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Notes

  1. 1.

    If you don’t like Google, that’s fine. You can Bing, Yahoo, Duck, of Duck Go. Google just works better as a verb.

  2. 2.

    I did not attempt to put them into an acronym.

  3. 3.

    I say this as a certified Project Management Professional (PMP).

  4. 4.

    The data mapping document records source-to-target field-level mappings and transformation rules.

  5. 5.

    Transformations take the most effort and are the most time-intensive parts of a data migration project, except for (maybe) the data analysis, but data analysis is considered part of requirements gathering not the data migration build.

  6. 6.

    Not necessarily because of bad data.

  7. 7.

    Salesforce does have a native backup solution; it backs up all your data to .csv. If you are serious about data backups, I would not rely on this as your only backup, because working with .csv is just too cumbersome. See : https://help.salesforce.com/articleView?id=admin_exportdata.htm&type=5 .

  8. 8.

    Okay, so technically, this is not entirely true. See https://help.salesforce.com/articleView?id=000004037&type=1 . In addition, there are several third-party products on the market that can be used to perform full org backups and restores.

  9. 9.

    A brand-new system that is not currently in use. In this case, the rollback plan is usually to keep using the legacy system.

  10. 10.

    In addition to developer unit testing. This is when developers test their own code as part of the build cycle.

  11. 11.

    A change request.

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© 2019 David Masri

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Masri, D. (2019). The Six Attributes of a Good Data Migration. In: Developing Data Migrations and Integrations with Salesforce. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4842-4209-4_4

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