Case Study: ICS Data Migration And Automations From Cosential To Salesforce - CRM Services : Salesforce and Dynamics 365

ICS Data Migration and Automations from Cosential to Salesforce

ICS provides soil and groundwater remediation, geotechnical and specialty civil construction, and decommissioning and demolition services for projects throughout California.

About Us

Project Brief

The client wanted to switch from Coessential CRM to Salesforce.

Migration Requirements

To develop a comprehensive project plan for a data migration and automation project from Cosential to Salesforce, it's essential to outline the specific requirements that will guide the implementation process. Below are the key requirements for such a project:

Data needed to be transferred from Cosential to Salesforce. We were also asked to provide better structure (Opportunities in Salesforce).

Data Transformation and de duplication was needed. Basic automations and validations were needed on data.

Data cleaning was one of the primary challenges of the client, for example – picklist fields that should be mapped have different set values.

System fields were also required to be migrated. Also, there was a need for visual reporting and interactive dashboards.

Solution Delivered

We re-designed the Object Structure in Salesforce as per the pain points in existing design. The following is a quick solution walkthrough.

Our Solution

Our team meticulously assessed the existing data structure within Cosential CRM and devised a comprehensive data mapping strategy to facilitate a seamless transition to Salesforce. Leveraging industry best practices, we executed a controlled data extraction and transformation process, ensuring data integrity and accuracy throughout.

Created a mapping document for all entities to confirm mapping and transformations required.
Created Duplicate rules in Salesforce so that no new Duplicate Account or Contact is created in the system.
Exported existing data and identified all duplicates using formulas in excel. Merged duplicate records.
Cleaned data using excel formulas and as per the Client’s comments. Also, we created Lightning Dashboards and Reports for better visibility.