Talk to a Salesforce Data Migration Expert
If you’re planning a Salesforce migration or re-platforming project, our UK-based Salesforce experts are ready to help.
Talk to a Salesforce ExpertWhy Salesforce Data Migration Is Critical for UK Organisations
UK businesses typically operate with:
- Multiple data sources across departments
- Legacy CRMs and on-premise systems
- Inconsistent or duplicated customer records
- Strict GDPR and data governance obligations
Migrating this data into Salesforce requires more than technical execution. It demands careful planning, validation, and alignment with business workflows.
A structured Salesforce data migration:
- Protects data integrity
- Ensures reporting accuracy
- Supports automation and integrations
- Builds user confidence and adoption
- Reduces post-go-live issues
IDS Logic treats data migration as a business transformation activity, not a one-time technical task.
Our Salesforce Data Migration Services
Legacy CRM & System Migration
We migrate data from legacy CRM platforms, ERP systems, databases, and custom applications into Salesforce while preserving data relationships and history.
Includes:
- Source system analysis
- Data dependency assessment
- Migration scope definition
Spreadsheet & Manual Data Migration
Many organisations rely on Excel or CSV files for customer, sales, or operational data. We convert unstructured data into Salesforce-ready formats.
Includes:
- Data normalisation
- Object and field alignment
- Validation against Salesforce data models
Data Cleansing & De-duplication
Clean data is essential for Salesforce automation and reporting.
Includes:
- Duplicate record identification
- Data standardisation (emails, phone numbers, IDs)
- Validation rule alignment
Field Mapping & Data Transformation
We ensure data from source systems aligns correctly with Salesforce objects and fields.
Includes:
- Source-to-Salesforce field mapping
- Custom object and relationship handling
- Data format transformation
Migration Execution & Validation
Data is migrated using controlled, repeatable processes.
Includes:
- Salesforce Data Loader and Import Wizard
- Automated scripts for large datasets
- Record count and relationship validation
What Salesforce Data Migration Includes
Salesforce data migration at IDS Logic follows a structured ETL (Extract, Transform, Load) methodology.
Technical Migration Coverage
- Source data extraction and profiling
- Data transformation and cleansing
- Salesforce object and relationship mapping
- Sandbox-based test migrations
- Production cutover planning
- Post-migration reconciliation and sign-off
Salesforce Data Migration Process
01
Discovery & Data Assessment
We review data sources, quality, volume, and dependencies.
02
Migration Strategy & Planning
We define migration scope, sequencing, validation rules, and rollback plans.
03
Data Preparation & Cleansing
Data is cleaned and structured to meet Salesforce standards.
04
Test Migration
Migration is executed in sandbox environments for validation.
05
Production Migration & Cutover
Final migration with minimal disruption to business operations.
06
Post-Migration Support
We address issues, fine-tune reports, and support user acceptance.
Data Security & GDPR Compliance
UK and EU data protection requirements are central to our migration approach.
Our practices include:
- Secure data handling and access control
- Role-based permissions during migration
- Audit-ready migration documentation
- Alignment with GDPR data governance principles
This ensures your Salesforce environment remains compliant and secure.
How Data Migration Supports the Salesforce Development Hub
Salesforce data migration is a core supporting service for your Salesforce Development hub:
- Enables accurate automation and workflows
- Supports reliable reporting and analytics
- Reduces long-term support issues
- Improves adoption across teams
UK Delivery Model & Local Support
IDS Logic delivers Salesforce data migration services through teams based in:
- London
- Leeds
- Birmingham
- Liverpool
This allows us to provide:
- On-site and hybrid collaboration
- UK time-zone support
- Faster issue resolution
- Long-term Salesforce partnerships
OUR CERTIFICATION
Industries We Support
We deliver Salesforce data migration services across:
Financial & Professional Services
Healthcare & Life Sciences
Real Estate & Property Management
Retail & E-commerce
Manufacturing & Logistics
Technology & SaaS
Why Choose IDS Logic for Salesforce Data Migration in the UK?
- Proven Salesforce data migration expertise
- Structured, risk-controlled migration approach
- Strong focus on data accuracy and governance
- Seamless integration with development and support servicestft
- UK-based delivery teams
Trusted by Leading UK Brands
Salesforce Solutions That Scale With Your Business
Work
Schottlander Phase 2
A full Umbraco rebuild aligned with a major ERP migration, delivering a modern commerce experience and automated high-volume ordering for Schottlander’s dental customers.
Case Study
Abode Designs Phase 2
Abode Designs is a British-led, design-focused home and lifestyle brand offering a wide portfolio of taps, sinks, accessories, spares, and installation services.
Case Study
ICA Website Transformation
A complete migration from Laravel to WordPress, giving ICA full CMS control, reliable Salesforce integration, and seamless alignment with their wider portal ecosystem.
Case Study
Hessington Health
Hessington Health, a fast-growing provider of health screening & occupational health services, needed a way to streamline and automate its digital operations.
Case Study
Adler & Allan
A custom SharePoint intranet unifying teams, streamlining document management, and boosting collaboration across acquired companies.
Case Study
Emma’s Diary
Sitefinity, CMS, App and Bespoke Development for the UK's leading parenting club.
Case Study
Pickfords
Marketing and lead generation website for the UK's most well known removals and storage company.
Case Study
British Red Cross
A pilot Moodle LMS delivering CPD training, progress tracking, and accreditation for UK educators.
Case StudyWhat Our Clients Say About Us
Hessington Health is a national health screening and occupational health service provider. We have been scaling up our business activity aggressively over the past 12 months and our workflow/IT needs have changed significantly as we have grown. We instructed IDSLogic for their passion to support business in helping them to create efficient processes, which in the long term save time and money. Thery have start with getting a very granular understanding of the clients needs and then offer several solutions. They have helped us integrate Power Automate processes in our SharePoint system. They date flow works flawlessly within SharePoint which helps achieve grater data security, and process management. We have now instructed them to develop our Patient App. I can not recommend them enough.
Dr Harjeev Rai
CEO/Medical Director Hessington Health
IDS has become a true strategic development partner for all our digital work. We have found their technical expertise a perfect complement to our in-house creative and digital team and IDS has been highly dedicated to helping us meet our goals for growth. The Emma’s Diary channel continues to grow and our plans remain ambitious. We are pleased to have IDS Logic’s trusted support on our journey.
Gareth Huxtable
Director, Lifecycle Marketing
This was a very complex and multi-layered project with ambitious targets. IDS helped us define our requirements and made a real contribution to project delivery, demonstrating their development experience on major projects.
Chris Manko
Technical Solutions Architect, Lifecycle Marketing
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FAQs - Salesforce Data Migration UK
Accounts, contacts, leads, opportunities, cases, custom objects, and historical records can all be migrated into Salesforce.
Yes. We follow secure data handling practices and role-based access controls throughout migration.
Yes. Data cleansing and de-duplication are integral parts of our Salesforce data migration process to ensure data accuracy and reliability.
Yes. We migrate data from legacy CRMs, databases, and custom applications.
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