Data Migration

This slide deck provides a comprehensive overview of data migration, focusing on Salesforce.

Key Topics:

• Why Migrate?: Reasons for data migration include merging multiple Salesforce instances, org splits, moving from another CRM, archiving, data consolidation/cleanup, and improving accuracy.
• 7 Components of Successful Migration: Planning, automation, staging, reporting, lean loading, testing, and early/iterative starts.
• General Steps: A step-by-step breakdown of the migration process, from planning to go-live.
• Migration Sequence: Recommended order for migrating objects, starting with reference objects and ending with custom objects.
• ETL (Extract, Transform, Load): Explanation of ETL tools and their role in data migration.
• APIs: Overview of Salesforce APIs, including Bulk API and Bulk API 2.0, and their use cases.
• PK Chunking: How PK chunking improves performance in large data migrations.
• Third-Party Tools: Comparison of popular data migration tools like Jitterbit, Talend, and Informatica.
• ETL Databases: Types of databases used with ETL tools.
• Staging and Canonical Databases: Explanation of their roles in data migration.
• Large Data Volumes (LDV): Techniques for handling LDV in Salesforce, including archiving and using Big Objects.
• Data Warehouses: Overview of popular data warehouses (Redshift, BigQuery, etc.) and their comparison to Heroku and Data Lakes.
• Async SOQL: A method for querying large data volumes asynchronously (scheduled for retirement).
• Data Virtualization: Creating a unified view of data from multiple sources using Salesforce Connect.
• Data Cleansing and Validation: Importance of data quality and tools like DemandTools.
• Data Transformation and Enrichment: Key aspects of data transformation and enrichment.
• Delta Load: Loading only data changes for efficiency.
• Data Migration Testing: Ensuring data accuracy and consistency after migration.
• Data Migration vs. Backup/Restore: Understanding the difference and when to use each.
• Data Security: Measures for protecting data during migration, including encryption and access controls.
• ETL and Security: Using mutual TLS for secure integration and considering ETL placement concerning firewalls.
• ETL Scripts and SOQL Queries: Their roles in data migration.
• Deferring Sharing Calculations and Relaxing OWD: Performance optimization techniques.
• Preventing Data Loss and Anonymization: Best practices for data protection.
• Choosing the Right ETL Tool: Factors to consider when selecting a tool.

The presentation concludes with additional resources for continued learning.