Salesforce migration consulting in Richmond.

We set survivorship rules per field, not per record. For example, the billing address might come from the ERP, the relationship owner from the sales CRM and marketing consent from the email platform. Rules are agreed with each data owner, tested in a sandbox load and documented, so anyone questioning a value later can see where it came from and why.

Yes. Contacts, consent status, unsubscribe history and engagement data should be migrated or reconnected together with the CRM records, so campaigns continue without emailing people who opted out. If you are moving onto Marketing Cloud from another email tool, we map audiences and preferences, rebuild essential journeys and verify suppression lists before the first send.

Access to extracts from each source system, a sandbox for trial loads, and security approval for how data moves and where temporary files live. Security teams usually want to review the migration tooling, encryption and access to staging areas, so we provide that documentation early. IT also helps plan integration cutover, since systems feeding the old CRM must be pointed at Salesforce on the same day.