Salesforce migration consulting in Charleston.

No, though spreadsheet migrations need more cleanup than system-to-system moves. Columns change meaning over time, the same customer appears under different names, and notes hide inside cells. We consolidate the files, agree on a standard format with the people who maintain them, and deduplicate before loading. The result is often the first complete customer list the company has had, which can justify the project on its own.

Usually, within limits. Emails, calls and meetings can be migrated as Salesforce activities linked to the right contacts and opportunities, but attachments and very old history add storage and load time. We review volumes with you, often bringing recent activity in full while archiving older records in a searchable export. That balance keeps timelines useful for reps without inflating storage costs.

Very little for most teams. Rehearsal loads run in a sandbox, so day-to-day work continues untouched in the legacy tool. The cutover itself needs a short freeze on edits, often over a weekend or slow period, while we run the final load and reconciliation. Users then log into Salesforce with their data waiting, and we stay close through the first days to correct anything that looks off.