A successful import is not the same as a successful migration.
Data work requires understanding what the information means, who owns it, how records relate, what must be retained, and how the organization will verify completeness and accuracy after migration or integration.
Duplicate records
The same constituent, customer, household, or organization appears several times.
Inconsistent values
Names, addresses, categories, dates, and identifiers follow different conventions.
Unclear mapping
Source fields and business meanings do not align neatly with the Salesforce data model.
Historical complexity
Years of records contain exceptions, obsolete values, and incomplete relationships.
Integration failures
Interfaces do not provide clear errors, monitoring, or reconciliation.
Low trust
Users question reports because data completeness and quality are uncertain.
Clean, move, connect, and verify information
Services may be delivered independently or as part of a broader Salesforce implementation.
Data profiling and cleanup
Assess completeness, duplicates, patterns, exceptions, and readiness before migration.
Mapping and transformation
Define how source records, fields, values, and relationships will be represented in Salesforce.
Trial and final migration
Use controlled migration cycles to expose issues before production cutover.
Validation and reconciliation
Confirm record counts, balances, relationships, exceptions, and business acceptance.
Integration design
Define APIs, synchronization, ownership, frequency, error handling, security, and monitoring.
Troubleshooting and recovery
Investigate failed interfaces, missing records, duplicate creation, and inconsistent synchronization.
Make data quality visible throughout the work
Issues are identified and resolved before they become production surprises.
Discover
Identify sources, owners, business meanings, quality concerns, volume, and retention needs.
Profile
Measure completeness, duplication, formats, exceptions, and relationship quality.
Map and clean
Define transformations, standardize values, resolve duplicates, and document decisions.
Test
Run trial migrations or interface tests and review results with business owners.
Migrate or connect
Execute the approved production migration or deploy the integration.
Validate
Reconcile results, resolve exceptions, document outcomes, and transition monitoring.
Evidence that the data is ready and reliable
The exact deliverables depend on whether the work involves cleanup, migration, integration, or a combination.
- Source inventory and data-quality findings
- Field and value mapping workbook
- Transformation and deduplication rules
- Trial migration or interface results
- Exception and issue log
- Production migration or integration release
- Validation and reconciliation evidence
- Operational monitoring and support guidance
Address one immediate concern or a complete migration
Smaller data engagements can reduce risk before a larger implementation begins.
Data Quality Assessment
Profile a defined dataset and provide prioritized cleanup recommendations.
Cleanup & Import Sprint
Prepare and load a bounded spreadsheet or dataset into Salesforce.
Migration Project
Plan and execute a controlled migration from a legacy system or CRM.
Integration Assessment
Review an interface need or troubleshoot an existing integration.