Month Two: Setting Up A New Org

Steps To Setting Up A New Org

Month Two is finally in the books. And I must say, we are moving along with great speed. To give a recap of month one, we dropped Force.com, and purchased Salesforce Enterprise Org with Pardot. Now, we still have the agents running full speed in the Force.com platform and plan to transition them to the Salesforce Enterprise org very soon. Which brings me to month two- setting the ground work for the new org.

Setting up a new org takes a lot of time and planning. Here are the steps I’ve taken so far to create our new org.

Step I: Set up Your Organization

Before getting started with the configuration, you need to set up your organization within Salesforce. Edit and complete your Companies Information.

Step II: Set up your Domain

Salesforce uses domains to deliver content. Go to:  Setup – My Domain to configure your domain for your organization.

Step III: Set Up Roles

Role Hierarchy lets use create share settings and levels of access dependent on company role. For now, I wanted to keep it simple roles for our company as I know I can go back and change this later on.

Step IV: Set Up Profiles

Profile is a group of permissions and settings that define a user or group of users. I started by creating an admin and standard user profile for each division within our company. Again, I know later on I can add or make changes where necessary. For now, I have a good grasp of the basic foundation for each profile.

Step V: Define Standard and Custom Objects

This is my current project, defining standard and custom objects. The hardest part of this part of the project is making sure we are gathering what we need from the org, but not replicating the old org in the org. My goal is to make this new org more efficient, and with that only bring over the fields we need.

This is it for month two! As we continue to grow the new org, I will keep my blog updated.

Please provide your comments on your project planning on how you developed your Salesforce environment.

Data Migration Tools

Data Migration Tools

My Top Five Migration Tools

How do you prepare for data migrations? My preparation always starts with a lot of coffee and acknowledgement for long nights. I am currently in the midst of migrating from our Force.com platform to the Salesforce Enterprise Org. We have so much data that has to be migrated, and I am prepared for some long hours (with fresh brewed coffee). But with the right tools, this might not be as bad as it has always sound.

For the longest time, I have always heard migrating data is a headache. And some of this is true, migrating data is a lot of work. Preparation and execution on mapping and vision are essential. However, there are so many great tools out there now in the year 2017 that really the headache of migrating data really isn’t that bad.

Lucky for you, I have actually downloaded the following tools and migrated with each tool, to create a list of my favorite migration tools.

1. dataloader.io by Mulesoft

dataloader.io by Mulesoft is an amazing data loading tool that allows Salesforce users to import, export, and delete an unlimited amount of data in Salesforce for free. This extremely user friendly tool works for the admin that has just a portion of data to migrate, as well as for the extreme, complex data migrations. As one of my favorite tools, I highly recommend using this tool.

2. Jitterbit

Jitterbit was recommended to me from a fellow developer at a local company. This tool is wizard-based, and easily used with click configuration. Like other tools, it is very easy to update, upsert, query, delete and bulk load. Also, extremely easy to automate and schedule operations.

3. Data Import Wizard

Data Import Wizard is the native tool used within Salesforce. For smaller migrations, this is an easy tool that doesn’t require you downloading any other tools. Most blogs that I have read say to migrate your data in smaller operations; which would make this tool the most valuable and easily available.

4. Excel-Connector

Excel-Connector is a tool that was made for complex excel sheets. For those who have multiple excel sheets, this is an excellent tool to use. Did I mention it is free?

5. Skyvia

Skyvia is the tool I recommend for those who are migrating from another CRM. It is such a complex migration when you export from a CRM, and then export the data to an excel just to import into Salesforce. What I like about Skyvia is that you can use this tool to migrate from other CRM and Account platforms. Skyvia works to migrate data from Microsoft Dynamics CRM, SugarCRM, and Zoho CRM. Skyvia also works for Accounting platforms: Quickbooks and FreshBooks.

Thank you for reading my blog. Please feel free to comment your favorite Migration Tools.