Data Migration in Salesforce Ecosystem: Leveraging Salesforce Data Cloud for Unified and Scalable Data Transformation
Author: Priya Sunil Jagtap
Master of Business Administration-Business Analytics Specialization SSMS IMR, Savitribai Phule Pune University
Abstract :
Data migration plays a pivotal role in digital transformation initiatives, especially for organizations adopting Salesforce as their primary Customer Relationship Management (CRM) platform. Traditional migration approaches using ETL tools and manual data loaders often face challenges of scalability, data loss, duplication, and lack of governance. This paper proposes a modernized framework for data migration using Salesforce Data Cloud, which acts as a real-time data platform to ingest, harmonize, and unify records before activation into Salesforce CRM. The paper presents a structured stepwise migration plan, evaluates its application in multi-source environments, and highlights benefits such as improved data quality, AIreadiness, compliance support, and faster migration timelines. Findings suggest that Salesforce Data Cloud is not only a customer data platform but also a strategic enabler for enterprise-scale data migration.
Keywords: Salesforce Data Cloud, Data Migration, Harmonization, Golden Record, CRM Transformation, AI-ready Data.
