Salesforce Data Migration.

Move your Salesforce data across accurately, on time, and ready to use from day one.

Salesforce data migration, done properly.

Most Salesforce projects don’t struggle because of Salesforce. They fail because the data behind them was rushed, incomplete, or misunderstood before it ever reached the new system.

We manage the full migration process, from reviewing your existing data through to a clean, tested go-live, so your team starts using Salesforce with data they can actually trust.

No guesswork, no last-minute scramble before go-live, and no features sitting unused because the data behind them was never migrated properly.

Salesforce migration risks we help you avoid

Worried your data won’t be usable once it’s migrated to Salesforce? We review and clean your data before it’s migrated, so your team is working with information they can actually trust from day one.

Not sure what’s worth bringing across? We help you decide what stays and what gets left behind, so you’re not carrying years of clutter into a new system.

Concerned issues won’t surface until go-live? We test early, so problems get caught and fixed weeks before launch, not during it.

Scope keeps shifting and timelines slipping? We agree scope upfront and manage it properly, so your project stays on track.

Most migration problems have nothing to do with Salesforce itself. They come down to how the data behind it is planned and managed, and that’s exactly where we come in.

How we manage your Salesforce migration

Discovery

We look at your existing data and systems to understand what you're working with and what "good" looks like for your business.

Data quality review

We identify gaps, duplicates, and inconsistencies in your source data before migration starts, not after.

Mapping

We map your data to Salesforce's structure, so it lands in the right objects and fields, ready to work with your processes.

Migration

We move your data across in a controlled way, with checks built in at every stage.

Testing

We test the migrated data thoroughly before go-live, so issues get caught with time to fix them properly.

Go-live and support

You go live with data you can trust, and support in place if anything needs attention afterwards.

Migrating Salesforce With Migrate Data Vs. Without

	With Migrate Data	Doing it yourself
Data quality review	✓Issues found and fixed before migration starts	✕Issues often found late, sometimes at go-live
Planning and timeline	✓Treated as its own workstream from day one	✕Usually squeezed in around other project work
Scope	✓Agreed upfront and actively managed	✕Tends to shift as the project goes on
Testing	✓Tested thoroughly weeks before go-live	✕Often rushed or left until the end
Salesforce data structures	✓Experienced with objects, record types, and validation rules	✕Learned in-house, often through trial and error
Risk of a difficult go-live	✓Lower, since issues are caught early	✕Higher, especially under time pressure
Support after go-live	✓Ongoing support available	✕Typically ends once the migration is “done”

Planning a Salesforce data migration?

We’ll help you move with clarity, confidence and zero disruption.

Don't just take our word for it...

"We couldn't have asked for a more capable partner to execute our data migration from Raiser’s Edge to Salesforce Nonprofit Cloud, Salesforce's latest solution for nonprofit organizations. George and Chris initiated the process with a comprehensive sample analysis, laying a solid foundation for the migration. Upon receiving the backup file, Chris systematically mapped and categorized our data, aligning it with Salesforce objects and their relational structures. Migrate Data maintained a rigorous project management approach, scheduling regular weekly calls to provide status updates and remaining highly responsive throughout all phases of the migration. Their team demonstrated exceptional flexibility and accessibility, seamlessly managing work across multiple time zones. Understanding our tight project timeline, Migrate Data executed multiple test data loads, promptly incorporated our feedback, and delivered a final import. Post-migration they went above and beyond by offering secure storage for our backup file, ensuring continuity and peace of mind. Their meticulous planning and execution made the transition to Salesforce Nonprofit Cloud a success."

"We worked with Migrate Data over the last six months to migrate our data from two systems (RE and TQ) to a new CRM (Salesforce). This involved the migration of millions of donations, thousands of recurring donations and hundreds of thousands of contacts, including consent data. It was an extremely positive experience both from a data quality point of view and as a collaborative piece of work. On the first it was fairly complex, effectively two migrations given both existing systems were independent of each other. As ever with these projects, issues in the source data emerged but MD really helped, flagging issues and proactively suggesting solutions. On the second, just a pleasure to work with, always positive, engaged and responsive. We had weekly meetings with everyone in attendance, half an hour or less, which worked really well. There was clear ownership with one analyst specialising in each legacy system. They showed outstanding flexibility around timings, delays to Go Live, changes to decisions made and additional requests. Without hesitation I would recommend MD for both the quality of work and the experience of working together, proper partnership."

"Duchenne UK outgrew our old database a while ago so we decided to move to a new one that would better suit our needs. To cover the move of all out data between the databases we were recommended Migrate Data by our support provider. From day one, George was always on hand, always ready to help, to advise, to jump on Teams to discuss anything that came up. The first financial and time estimates were provided free of charge based on sample data we provided, and later on they were then specified further based on a full back up so MD knew what they will be dealing with, and we had accurate budgeting and timelines. Throughout the process we had regular catchups with George and during migration itself we had two weekly catch ups with the full team which was always reassuring and made the process very smooth. Once the migration was done, George was still on hand with any possible last moment touches. We really appreciated Migrate Data’s approach to our project, from the beginning to the end. They were reliable, kind and accommodating wherever they could. Should we have any similar projects in the future we would love to work with Migrate Data team again"

Helping teams unlock the power of their data

We’ve supported dozens of organisations to migrate, clean and improve the quality of their data — and make better decisions because of it.

Frequently asked questions about Salesforce CRM Migrations.

How long does a Salesforce data migration take?

It depends on the amount and condition of your data, but most projects run from a few weeks to a few months. The biggest factor is usually data quality, not data volume, so a proper review early on gives a much more accurate timeline than a generic estimate.

What data can be migrated to Salesforce?

Most structured business data can be migrated, including accounts, contacts, leads, opportunities, cases, and custom objects. We help you decide what’s worth bringing across rather than migrating everything by default, since not all historic data still holds value.

Can you migrate from any system into Salesforce?

Yes. We’ve migrated data from a range of CRMs, spreadsheets, and legacy systems into Salesforce. The source system matters less than the condition of the data within it.

How do you handle data quality issues?

We run a data quality review before migration starts. In our experience, at least 80% of data-related issues come from missing or inadequate source data rather than technical problems, so catching this early avoids most of the issues that would otherwise surface at go-live.

What happens if an issue is found after go-live?

Ongoing support is available after go-live to deal with anything that needs attention. Thorough testing before go-live means this is the exception rather than the norm

Do you only work with Salesforce, or other platforms too?

Salesforce is one of our core areas of work, but we also support migrations into other platforms such as Microsoft Dynamics. Get in touch to talk through your specific setup.

Why choose us for your Salesforce Migration?

We’re technology agnostic, with hands-on experience across platforms like Salesforce, Microsoft Dynamics, and more—so we work seamlessly within your existing setup.

Our proven processes are designed to deliver both speed and accuracy, ensuring reliable results without delays. Whether your project is large or small, we’re flexible and ready to meet your timelines with minimal disruption.