Salesforce data migration and user acceptance testing
Merging Salesforce orgs, replacing a legacy system or separating a business takes more than a successful data load. We map and move the agreed records and relationships, then help your team test the processes it needs before cutover.
Map the records. Trace the identifiers. Check the links.
From source data to daily work
We work across legacy replacements, Salesforce org consolidations, business carve-outs and phased migrations. Each needs a clear treatment for the data and a practical route to business acceptance.
Profile the source, identify duplicates and missing values, and agree how fields and relationships should appear in Salesforce. Record the decisions to transform, hold or exclude data.
Use repeatable scripts, sequence related records and retain the source-to-target identifiers. Record each load so the next run can account for what is already there.
Compare the result with the agreed scope, investigate exceptions and test representative business journeys with the people who will use the system.
Bring open decisions, accepted exceptions, loading steps and recovery plans together. Give the business a clear basis for the go-live decision.
Wireless Logic describes working with EKWIS to bring 19 entities into one Salesforce environment.
Evidence for the go-live decision
Counts tell part of the story. Users also need the right customer, the right relationships and a process that works with the migrated data.
| What we check | What your team needs to know |
|---|---|
| Records and exceptions | Which records loaded, which were held or excluded, and who owns anything unresolved. |
| Identity and relationships | Whether customers, contacts, contracts and files link correctly and can be traced back to their source. |
| Business behaviour | Whether the migrated data supports the agreed sales, service, finance and renewal scenarios. |
| Cutover readiness | Which defects remain, which exceptions are accepted and what must happen before users move across. |
User acceptance testing
We help testers describe the scenario, the expected result and what happened. Each finding gets a clear next step: data correction, configuration change, further investigation or a business decision.
When a fix is needed, the tester receives the change and retest instructions. The original finding stays connected to its outcome.
Plan for the next run
Testers may have added new data since the last load. We check the current state, retain the identifiers and separate any destructive reset from normal loading. Recovery can then target the affected work without treating every rerun as a fresh start.
Tell us which systems are involved, what is moving and when the business needs to be ready.
Discuss your migration