Salesforce migration consulting in San Antonio.

Designing the combined data model comes before touching any extracts. Decide how accounts, contacts, products and opportunities should look in the combined organization, then map each source to that design and note conflicts, such as different stage names or duplicate customers. We clean and merge in staging, load the largest source first and bring the others in afterward. Each round is reconciled before the next begins.

Yes, with careful sequencing. We load historical data in advance, then run a final delta load during a short, planned window, typically outside peak service hours. Agents are trained in a sandbox beforehand, and a fallback plan is agreed in case reconciliation fails. Members should not notice the change, apart from agents having a fuller view of their relationship.

Archive them in a form you can still search and retrieve, such as an export to a data warehouse or a read-only copy of the old system. Retention rules from your legal or compliance team decide how long they must be kept. Leaving out obsolete leads, bounced contacts and very old activity usually makes the new org faster and cleaner without losing anything the business needs.