How Omnichannel Data Seeding Simplifies Salesforce Org Migration

In our previous blog on Org-2-Org data seeding, we have extensively explained how DataArchiva can complement your data transmission strategies for Salesforce and transform it into a complete data playground. This time we have some new updates. With more use cases incoming, you will be able to use Org-2-Org capability for omnidirectional data seeding with these new methods to crumble your Salesforce org migration woes. 

NB: Org migration in Salesforce is like moving your entire office to a new building while ensuring everyone can still work. It involves transferring all your customer data and applications from one Salesforce instance to another. During this process, your org goes into read-only mode temporarily to ensure data consistency. Once completed, your team resumes work in the new Salesforce instance, where all data and services are up and running smoothly.

Therefore, in this blog, we will brief you on how you can get the maximum ROI from DataArchiva by using its prominent components like Org-2-Org Seeding in 5 different ways. 

Alongside we will also give you a walk-through on the new improvements, how to deploy the suggested benefits, and whether DataArchiva has the required application strengths to uplift your Salesforce org migration processes. Let’s explore each use case individually to understand how Org-2-Org capabilities can achieve your Salesforce Org Migration goals. 

#1 Streamlining Mergers & Acquisitions Org Data into an Unified Salesforce Instance

If your business is expanding through new mergers or acquisitions, consolidating multiple Salesforce orgs into a single unified instance can be challenging due to various complexities like 

• Data Integration & Migration: Combining data from different orgs can lead to issues with data integrity, duplicates, and the need for data transformation to maintain consistency.
• Customizations & Configurations: Each org may have unique customizations, workflows, and configurations that need to be reconciled and harmonized in the unified instance.
• User Permissions and Access Controls: Ensuring that user roles, permissions, and access controls are appropriately merged and managed across the different orgs to maintain security and compliance.
• System Performance and Scalability: The increased data volume and user load in the unified org may impact system performance, requiring optimization to ensure scalability and efficiency.

We have observed that requisitioners often incur substantial Salesforce license costs to maintain data in user-level orgs, resulting in poor data management as the data lies in silos. Therefore, omnichannel data migration with DataArchiva helps you to seed in a simpler, faster way.

You can choose the desired depth for object levels, and validate your object hierarchy before you prepare to seed and beyond. Based on the schema of your current Salesforce org, you can customize your seed data by including or excluding specific objects for targeted Salesforce org data migrations. 

Thereby omnichannel data seeding capability of DataArchiva ensures that customer information, sales data, and service records are accurately merged during transfers without affecting the integrity of the way the data is stored. This approach minimizes disruptions and helps maintain data consistency across the newly formed, one unified Salesforce instance. 

Comprehensive Benefits:

• Reduces time and effort required for manual data consolidation
• Ensures data consistency across merged entities
• Improves data accuracy and integrity
• Makes critical jobs like complex mapping of data fields or editing the field index much easier with the intuitive, user-friendly interface of the DataArchiva application

Explore Customer Success Stories: See how organizations like yours have achieved successful Salesforce migrations with DataArchiva. Link to the case study. 

#2 Facilitating Regional Data Compliance with Hyperforce Org Migration

Different regions often have unique data compliance requirements. With omnichannel data seeding, organizations can ensure that data from various regions complies with local regulations during org migrations. This capability is crucial for maintaining compliance with GDPR, CCPA, and other regional data protection laws.

Hyperforce is Salesforce’s next-generation infrastructure architecture that allows Salesforce applications to be deployed on major public clouds, providing enhanced security, performance, and compliance capabilities. For organizations migrating to Salesforce Hyperforce for the capabilities, opportunities like omnichannel data seeding from DataArchiva become even more powerful. 

Organizations look for hyperforce migrations with three key goals- Regional Compliance, Enhanced Security, and Extra Scalability. With omnichannel data seeding, organizations can achieve Salesforce org migration goals without compromising on the three core factors. This additional capability of DataArchiva which otherwise was would have only used for archiving or taking Salesforce backups; simplifies the migration processes and enhances the overall security and performance of your Salesforce.

#3 Omnichannel Data Seeding for Salesforce Industry Cloud Migration 

Salesforce offers specialized industry clouds tailored like healthcare, finance, manufacturing, and many more. Migrating to these industry-specific clouds involves transferring large volumes of specialized Salesforce data. Similar to our recent use case where a global pharma leader leveraged DataArchiva to move specialized Veeva Org data from Salesforce!

It’s not something Omnichannel data seeding ensures a smooth migration process, that allows you to leverage industry-specific features and maintain data integrity.

Benefits:

• Ensures data integrity during Salesforce org migration
• Reduces downtime and migration complexity
• Helps to accommodate industry-specific data structures

Whether you are undergoing a merger, enhancing customer engagement, ensuring data compliance, optimizing data migration, supporting business growth, or migrating to a Salesforce industry cloud, omnichannel data seeding by leveraging DataArchiva’s Org-2-Org capabilities can provide the necessary support for a successful Salesforce org migration. 

Following these steps, you can enhance your Salesforce org migration strategy and successfully transition to your new instance.

#4 Populating a New Salesforce Org with Omnichannel Data Seeding

When setting up a new Salesforce org for expansion, segmentation, or specialized functions, populating it with data from multiple channels is crucial for immediate functionality. Omnichannel data seeding simplifies this process by seamlessly integrating data from various sources into the new Salesforce instance. This approach ensures that all historical customer interactions, transactional data, and service records are readily available, enabling teams to hit the ground running without delays.

Benefits:

• Accelerates time-to-value by quickly establishing a fully functional Salesforce org
• Ensures comprehensive data availability from the outset, supporting operational continuity
• Facilitates seamless integration of diverse data sources, optimizing business processes

• Easy to set data seeding process and map data from the existing Salesforce instance to the new org to align with organizational needs and respective customizations

By leveraging omnichannel data seeding for populating new Salesforce orgs, businesses can efficiently deploy robust Salesforce capabilities tailored to their specific operational requirements. This approach streamlines initial setup and lays a solid foundation for ongoing growth and innovation within the Salesforce ecosystem.

#5 Seamless Migration of Org’s Custom Objects & Integrated App Data

DataArchiva supports seeding any type of object data, including data from the custom integrated applications or custom objects in Salesforce. This capability ensures that during org migrations, even the most complex and customized data structures are transferred accurately and efficiently. By handling custom object data without any hiccups, businesses can maintain the integrity and functionality of their tailored Salesforce solutions.

Comprehensive Benefits: 

• Supports org-2-org data transmission for complex and customized data structures
• Ensures accurate migration of integrated application data with multiple steps of validation for data accuracy
• Maintains the integrity and functionality of the company’s custom Salesforce objects

The ability to seamlessly migrate custom objects and integrated application data with DataArchiva’s support is a game-changer for businesses with tailored Salesforce solutions. This capability ensures that even the most complex and customized data structures are handled accurately, preserving data integrity and functionality throughout the migration process.

Next Steps: Incorporating DataArchiva’s Org-2-Org Capabilities to Salesforce 

Each data management application from DataArchiva possesses a simple UI supported by a fluent backend,  making customers using top Salesforce products including Sales Cloud and Service Cloud to move data from one org to another while keeping the object relationships intact and maintaining consistent data across orgs. To fully leverage omnichannel data seeding, start by

• Evaluating your current Salesforce setup and identifying areas where this capability can provide the most value.
• Develop a detailed migration plan that includes data mapping, compliance checks, and testing phases to ensure a seamless transition.
• Utilize DataArchiva’s advanced seeding solutions to facilitate an efficient migration process, and continuously monitor and optimize to maintain data integrity and system performance.

For a deeper dive into the product’s feature details, you can also get this free datasheet on O-2-O seeding from DataArchiva to better plan your Salesforce org migration. 

“In a world fueled by data and AI, DataArchiva’s org-to-org seeding is the compass for precision and progress. Our revolutionary data management suite for Salesforce empowers businesses to sow the seeds of success.” 

– Harish Kumar, Co-founder of CEPTES Software

DataArchiva offers archive, backup & seeding solutions to Salesforce customers through multiple AppExchange applications. With a robust and diverse product portfolio to meet specific data management needs, the new addition of org-to-org data seeding in the backup application will certainly help customers accelerate their development cycle, ensure quality, avoid data duplication, and innovate faster.

Ready to see it in action? Book your product demo today!

Be the First to Know: Follow DataArchiva on LinkedIn and X to stay updated on our latest strides in Salesforce data management excellence. Join us as we push boundaries!