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CRM data migration requires creating contact import templates by reverse-engineering Salesforce ‘s field requirements from import wizard screens, which is time-consuming and prone to field mapping errors.
Here’s how to build accurate migration templates by accessing Salesforce’s complete Contact object schema directly.
Build migration templates using direct Salesforce schema access with Coefficient
Coefficient revolutionizes CRM migration by providing direct access to Salesforce ‘s Contact object structure, eliminating guesswork around field names and requirements.
How to make it work
Step 1. Connect to both your source CRM and Salesforce through Coefficient.
Establish connections to your current CRM system and your Salesforce org. This gives you visibility into both systems’ field structures for accurate mapping.
Step 2. Export Contact object structure from Salesforce to create your template foundation.
Use Coefficient’s object browser to view all Contact fields in Salesforce, including standard and custom fields. Export this structure to create the foundation for your migration template with proper CSV headers.
Step 3. Map source CRM contact fields to Salesforce equivalents.
Compare your source CRM field names with Salesforce’s field structure. Create mapping rules that translate your existing field names to Salesforce’s exact API names and data format requirements.
Step 4. Create a master contact import template with proper field mapping.
Build a comprehensive template that accommodates your source CRM’s unique field naming conventions while ensuring compatibility with Salesforce’s structure. Include both required and optional fields based on your data completeness.
Step 5. Use bulk import features to process large datasets efficiently.
Leverage Coefficient’s batch processing capabilities to handle large contact migrations without hitting API limits. Preview your data before migration to validate field mapping and data quality.
Streamline your CRM migration
This systematic approach ensures your contact import template accurately reflects Salesforce’s requirements while preserving data integrity from your source system. Start your migration with confidence using proper field mapping.
