Many of us will be part of a project to migrate to a new CRM (be that Salesforce from another CRM, the implementation of a new cloud, consolidation of multiple orgs, or else) at some point in our Salesforce careers.
These migration projects can come out of nowhere and many of us have little prior experience. This can leave us feeling like we're navigating a minefield - one wrong step can lead to business disruption, frustrated users, or long-term technical debt.
In this session, we’ll explore approaches to executing a seamless Salesforce migration, ensuring business continuity while laying a scalable foundation for the future.
You’ll learn how to define clear objectives, avoid common pitfalls, and build a robust migration roadmap that minimizes risk. We’ll cover key strategies for data integrity, stakeholder alignment, and how to leverage best practices to future-proof your setup. Whether moving from a legacy system or consolidating multiple orgs, this session will equip you with the knowledge to migrate with confidence - without disrupting your business or creating technical debt.
