Salesforce Data Migration Playbook

Your Data Is Moving. Let's Make Sure It Arrives Intact.

Data migrations fail for predictable reasons. Wrong field mappings. 
Missing relationships. Duplicates nobody caught until the CEO asked 
why there are 47 records for the same company.

I've run dozens of migrations. Some went smoothly. Some taught me 
lessons the hard way. This playbook is everything I learned, organized 
so you don't repeat my mistakes.

WHAT'S INSIDE:

- Pre-migration audit checklist (what to check before you touch anything)
- Data mapping template with relationship tracking
- Field-by-field validation queries
- Rollback planning guide (because things go wrong)
- Post-migration cleanup checklist
- Real examples from legacy system migrations and org consolidations

WHO THIS IS FOR:

- Admins facing their first migration and terrified of breaking something
- Consultants who need a repeatable process for client work
- Anyone who's been burned by a migration gone wrong
- Teams consolidating multiple Salesforce orgs

THE REALITY:

A successful data migration isn't just moving data from point A to point B. 
It's about transforming your data into something your team can actually 
trust. This playbook gets you there.