Salesforce migration consulting in Rochester.

Almost always. Nearly every company we migrate starts with inconsistent records, so cleanup is budgeted into the plan from the beginning. We combine the sources, identify duplicates and incomplete records, and ask your team to decide on unclear cases. Records that cannot be salvaged are archived rather than loaded. The result is a smaller, trustworthy dataset, which is more useful than moving everything and cleaning later.

We catalog each customization, then ask whether it reflects a current business need, a workaround for the old system's limits, or a process nobody follows anymore. Only the first group is rebuilt, often using standard Salesforce features rather than custom code. The review usually shrinks the scope considerably and leaves you with an org that is easier to maintain than the system it replaces.

Yes, with planning. We schedule the final cutover for a low-activity window, migrate open opportunities and quotes with their current status and make sure reps have training before go-live rather than after. The old system stays available read-only during the transition, and dedicated support in the first days helps reps close deals without losing momentum.