Salesforce migration consulting in Melbourne.

Usually when more than a few people need the same customer information, or when investors start asking for pipeline reporting. Migrating at that stage is quick because the data volume is small, and it sets structures before bad habits spread. We keep the first setup lean, standard objects and a simple pipeline, so the org grows with the company.

Open tickets are migrated as active cases with their full thread, so agents can continue them. Closed tickets are brought over as history for a period you choose, attached to the right account and product. Knowledge articles are reviewed before migration, since outdated content is better retired than moved into a new system. Attachments come across where storage allows, or are linked from an archive.

Two layers of protection do that work. Before the load, duplicates in the staging data are merged using agreed matching rules on name, web domain and address. After go-live, Salesforce matching and duplicate rules warn users before they save a record that already exists. Web forms and integrations are configured to look up existing accounts and contacts first, which closes the most common back door.