Salesforce migration consulting in Hartford.

Usually not. We recommend migrating recent activity and anything tied to open business or compliance requirements, then archiving older history in a searchable location linked from Salesforce. That keeps the new org fast and relevant. Your retention policies and regulatory obligations determine the exact cutoff, and we document it so auditors can see what was kept and where.

By deduplicating before loading and enforcing rules afterward. We match on combinations such as name, address and date of birth where permitted, review uncertain matches with your staff and load only surviving records. Salesforce duplicate and matching rules then flag new duplicates at entry, and integrations use external IDs so core systems do not recreate them.

Yes, and for many Hartford organizations that is safer. A phased migration moves one line of business, region or team at a time, with integrations or temporary syncs keeping old and new systems aligned. It takes more planning, but it limits disruption and lets later phases benefit from what the first one taught everyone involved.