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A successful data migration into Salesforce.com requires a well designed plan that goes well beyond the mechanics of moving data between 2 systems. This checklist is intended to surface some of the non-obvious, finer points of a data migration.

More Learning Resources for Salesforce Migrations

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πŸ“‹ People

Is there anyone on your team who understands the old and new Salesforce Data model?

Have you identified who will help verify the accuracy and validity of data mapping and make decisions for mapping values between picklists?

πŸ› οΈ Process

Have you inventoried your Salesforce objects for migration?

How does your user adoption testing for Salesforce coincide with data migration?

How much time has your team allotted for migration?

How will you transition users from old system to new system?

πŸ’Ύ Data

Have you created migration key fields in all objects you are migrating?

Do you have a data dictionary for the system you are migrating from?

Do you have a data dictionary for your Salesforce.com app?

Have you created data mapping document from the old application to Salesforce?

Have you documented the mapping of picklist values?

Are you migrating documents into Salesforce (example PDFs)

How would you rate the data quality of the system you are migrating from?

πŸ’» Technology

How extensive are data validation rules in Salesforce?