Solution

Data Migration

Field mapping, scripting, importing, and validation of your legacy customer, transactional, and company data.

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I’ve had the pleasure of working with the Kicksaw team during our crucial years of laying down a solid foundation of our Salesforce instance, and they have always delivered quality that exceeded our expectations. Kicksaw saved us many months of work having to go back and remodel previously constructed projects by applying their own best practices from their knowledge of the space and years of experience in the field.

ADAM LOUIE
Sr. Direction of Business Ops

Migrating customer, transactional, and company data from legacy systems is complex. It doesn’t have to be.

Precision and detail in our process

After field mapping exercise of required, optional, and system generated fields with legacy IDs and business rules, we script the relationships between the objects and their dependencies for the records of users, accounts, and opportunities. We triple check the system admin profile, configuration, profiles, record types, currencies, products and more. Then the import and validation takes place with load performance being ramped up along the way.

Pre-data migration and load considerations

With our data migration workbook, we’ll scope the entire process and make pre-data and data load considerations for roles, permissions, duplicates, validation, and API speed.

Kicksaw customer service

All clients get project and account managers, shared Slack channels, project portals, weekly status meetings, and optional onsite sessions.

More and more satisfied customers everyday

Join these teams and outperform your sales targets with Kicksaw