[ Sales Force to Microsoft SQL Server ]

This means that firm members can typically access Sales Force from anywhere with an internet connection. When they need to use Sales Force, they enter Sales Force credentials into a Sales Force website and are able to access all their data from there.

General customer relationship management systems (CRMs) are used to keep track of clients and the services they utilize.

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The Migration Specialist will need an Administrator username and password into Sales Force in order to extract your data.

Because data is extracted from Sales Force via the internet, the migration can be run from any suitable location.

A member of the firm will need to complete a small spreadsheet mapping users from Sales Force to users in the new system.

Firms migrating from Sales Force tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

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With certain vendors, submitting a Notice of Termination/Non-Renewal can prompt a shift in cooperation: some will restrict or revoke export and backup capabilities, or limit the volume of data you're able to download, making migration more difficult.
To guard against this, best practice with any vendor, including Sales Force, is to withhold notice until you've been fully live on your new system for at least 30 days. In practice, this means your migration should be complete approximately 45 days before your notice deadline.

In Sales Force, nearly every field is a custom field. As a result, firms migrating from Sales Force tend to accumulate an excessive number of custom fields that need to be unified, pruned, or standardized.