Salesforce migration consulting in Reno.

Yes. We profile both, agree which fields and records carry forward, and set rules for matching customers that appear in each. Conflicting values are resolved by rules you approve, such as most recent update or preferred source. Trial loads let your users confirm that combined accounts look right before the final migration, and both old systems are retired together.

Yes, and that is often where migration adds the most value. Spreadsheet columns are mapped to fields on project, account and contact records, relationships between them are created, and inconsistent values are standardized along the way. Once in Salesforce, the same data supports reminders, dashboards and reporting that spreadsheets could never provide reliably, and nobody overwrites a colleague's copy.

By inventorying every source at the start and reconciling at the end. We list each system, spreadsheet and shared folder that holds customer data, agree what moves, and after each trial load compare record counts and key totals between source and Salesforce. Users check familiar records too, since they notice problems that counts miss, such as a contact linked to the wrong company.