Effective migration has always been troubling and challenging work for any Salesforce professional. However, if you have a good understanding of what data migration is along with some of the variables that everyone is supposed to hold in mind for Data Migration Strategies, the process becomes very straightforward.
Identify the required fields:
The first step is to list the fields involved in the migration process:
Required fields
Optional fields
System Generated fields
Then identify any additional fields that might be required, like:
Legacy IDs
Business rules
Determine the order of migration
In Salesforce, relationships that exist between objects and dependencies dictate the order of migration. For example, all accounts have owners, and opportunities are associated with an account. In this case, the order would be to
Load users
Load accounts
Load opportunities
Relationships are expressed through related lists and lookups in a Salesforce application while IDs(foreign key) create relationships in a database.
Data Migration Workbook
Create and follow a data migration workbook throughout the scope of migration. This is a consolidated workbook that holds the data mapping for each object involved in the process. A single template with multiple tabs (one each for each mapping object) including a DM checklist and storage requirements. The workbook can be personalized based on your own business requirements.
Pre-data migration considerations:
Create and set up a user with a system administrator profile for data migration.
Complete system configuration.
Set up roles/profiles.
Be sure to store all possible legacy IDs for a record in Salesforce. (This can help with troubleshooting later on.)
Confirm that record types and picklist values are defined.
Set up every single product/currency combination in the pricebooks if it will be used in Salesforce. (This will need to be loaded into the standard pricebook first.)
Proper mapping needs to be defined.
Data load considerations:
Clean and optimize your data before loading. It’s always good practice to standardize, clean, de-dupe and validate source data prior to migration.
Use Bulk API for better throughput, especially when working with large data volumes to increase load speed.
Disable and defer what you can. When you know your data is clean, you can safely disable the processes that you would normally have in place to protect against data entry errors in batch loads, or made by users during daily operations. All of these operations can add substantial time to inserts — complex triggers in particular. These are the first things you should investigate when you debug a slow load.
While loading large data volumes, the calculations can take a considerable amount of time. We can probably increase load performance by deferring the sharing calculations until after the load is complete.
Some additional rules for migration:
Clearly define the scope of the project.
The process builder must be aware of source format and target (Salesforce) required data format.
Your migration process must have the ability to identify failed and successful records. The common approach is to have an extra column in a source table that stores the target table’s unique ID. That way, if there are fewer failure records after the first iteration, you can re-execute the process, which will only pick failed records that are not yet migrated.
Actively refine the scope of the project through targeted profiling and auditing.
Minimize the amount of data to be migrated.
Profile and audit all source data in the scope before writing mapping specifications.
Define a realistic project budget and timeline based on knowledge of data issues.
Aim to volume-test all data in the scope as early as possible at the unit level.
These best practices can help you prepare for and execute a successful large-volume Salesforce data migration.
Things To Consider Before You Move Data with Salesforce Migration:
1-User mapping is important before you start. You should clearly understand how the user IDs of the existing system match those of the new system. It is critical to make sure that the record ownership is set up correctly in the new system.
2-Revisit the organization-wide defaults and existing profiles. These are foundations of security and safe Salesforce migration.
3-Make sure that you have a couple of licenses available for the old instance for a few months after the cut over date. If after migration you face any issues, you can go to the old instance and investigate the issues.
4-Keep watch on the space you are consuming. When you move additional data to a system it is important to consider space. Ask your Salesforce representative to buy extra space in the new system.
5-It is important to consider the order of insertion when you insert records in a new system. For example, you insert accounts first and then all the contacts so that the relationships between these two objects are set properly.
6-It is very important to plan out the Salesforce migration first so that the users are well informed about the cut-off date and possible issues which may occur. It is a good idea to have pilot users test the migration for some period of time.
7-Before you roll out the instance to others, be prepared to perform testing as a developer and perform sanity testing directly with Salesforce.
Salesforce data migration is an important task required for providing effective data solutions to an organization. It must be performed carefully without affecting the quality of data in the system.
Within the next 15 years, almost half of all American jobs could be automated. What makes this new wave of computerization different from the past is that before the industrial revolution, innovation was done to increase productivity and made human life easier. Goods and services’ production rate increased as more innovation came about using the same amount of human work. Innovation would eliminate jobs, but also create better jobs for the market.
A clear progression can be seen; initially, we started off as a mostly agricultural society, to one of production after the industrial revolution, then to service jobs as automation became more widespread. Now, we have the rise of the information age. We look around to see jobs being taken over by machines at an even faster rate than before; the information age is booming, but seemingly creating fewer jobs. For example, in 1979 General Motors employed roughly 800 thousand workers and made 11 billion USD in revenue. Fast forward to 2012 and Google made 14 billion USD with 58 thousand. This may seem like comparing apples to oranges, but Google is an example of what created new jobs in the past – innovative new industries.
Old industries are not providing as much to the market as they used to when first created. Cars for example shaped the America we know today by creating infrastructure and cities to accommodate them. Millions found jobs either directly or indirectly because of cars, and decades of investment enabled this. Today, innovations within the car industry do not create as many jobs as it used to. There is much work to be done concerning these innovations, with AI involved. Self-driving cars and new detection technologies would enhance the quality of life by overall reducing accidents and loss of life, but they won’t create the millions of jobs as the original car did. The internet on the other hand, has created new industries; however, they are not creating as many jobs accounting for population growth or to accommodate for the industries that are suffering because of the internet. YouTube is a fine example of this with independent news organizations reaching millions of viewers, using only a fraction of the number of people it would take for a standard news studio on television to reach the same amount of people.
Human progress is based on the division of labor, as we have advanced, our jobs have become more specialized. Automation is good at narrowly defined and predictable jobs, this is what has destroyed factory jobs. But now even some complicated jobs can be broken down to their bare components that could be automated by several machines, leaving no room for people to specialize. Digital machines are able to learn and teach themselves by analyzing data several times over, such as algorithms. And in recent years, humans have started to gather data about everything; behavior, weather patterns, medical records, communication systems, travel data, and even personal data. This has created an archive of information of how humans do things, and machines can take this information to do these things even better. We can witness this happening even today.
A company based in San Francisco started using a project managing software to eliminate middle management positions. The software delegates projects that could be automated and decides where it would need professional human intervention. This caused a hiring of freelancers to work on these projects, tracking individual performance until completion of the project. So, while getting rid of middle management, it created jobs for the freelancers. However, these jobs were tracked, allowing learning algorithms to gather data about the work and which tasks they consist of, allowing the software to eventually not need to hire the freelancers and automate the work. This software allows many costs to be cut as well, from 50% during its first year, then another 25% in its second.
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We will explore why WhatsApp has rolled out payments in India and other countries. It is not shocking to discern this part of the WhatsApp privacy policy getting promoted further.
The notification notified users of an update in the manner user data is addressed by the platform, how businesses can utilize Facebook employed services to store and manage, and the company members with Facebook to propose integrations across the Facebook Company Product. Then, Whatsapp Privacy Policy update 2021 informed the entire users that they need to accept the new terms and policy till the 8th of February 2021 if they want to go on with using the application.
WhatsApp’s new privacy policy update 2021 speaks of that when users attain and accept “third-party benefits or other Facebook Company Products that are incorporated with our services, those third-party services may accumulate data about what you or others are communicating with them.”
WhatsApp Privacy Policy has updated its privacy strategy, and users have given a deadline until February 8 to adopt the new terms and conditions. The new Whatsapp Privacy Policy change asserts how user data is affected when there are dealings with a business on the platform and delivers more details on incorporation with Facebook, WhatsApp’s parent company.
Does WhatsApp Privacy Policy update 2021 share your messages with Facebook?
Of course, not. The Whatsappprivacy policy does not change the strategy WhatsApp delights personal chats. WhatsApp continues end-to-end encrypted — no third party can look over them. In a declaration, WhatsApp stated: “The Whatsapp privacy policy update 2021 does not change WhatsApp’s information sharing processes with Facebook and does not affect the ways so many people convey their concerns privately with friends or family WhatsApp remains deeply dedicated to ensuring people’s privacy.”
What information does WhatsApp Privacy Policy update 2021 share with Facebook?
Data conversation with Facebook is in reality, already holding its place. While users in the European Union can select out of data-sharing with Facebook, the remaining part of the world does not have the same choice.
WhatsApp conveys the following information to Facebook and its different companies:
account signup information (phone number),
transaction data (WhatsApp now has payment options in India),
service-related news,
information on how you reach others (including businesses), mobile gadget data, and IP address.
It is also accumulating more information at a device hardware-level now.
Why does this Whatsapp data sharing with Facebook matter?
The policy provides reasons for the data-exchange with Facebook: from confirming better security and disputing spam to enhance the user experience, which was there in the earlier Whatsapp privacy policy as well.
But the new WhatsApp privacy policy change is a further indication of WhatsApp’s deeper incorporation with the Facebook group of companies. CEO Mark Zuckerberg in 2019 discussed his cross-platform perception across Facebook Messenger, Instagram, and WhatsApp — he named it “interoperability”.
Instagram’s Direct Messages and Facebook Messenger have already been incorporated. Facebook wishes to bring more services to WhatsApp and has developed a feature called Rooms. The integration has been holding its place for a while now.
Does it signify WhatsApp will utilize your data for ads?
WhatsApp Privacy Policy doesn’t exhibit ads like GoogleSearch yet, and the documented proposals appear to have been postponed. If you are uncomfortable that personal messages will be utilized to target ads on WhatsApp, that won’t go on because they are end to end encrypted.
But the enhanced data exchange with Facebook will be utilized to promote ad experience across other outputs of the company.
Is WhatsApp storing messages?
Of course, Not, says WhatsApp. As per the statement of the Whatsapp privacy policy update 2021, once a message is sent, it is “deleted” from the corporation’s servers. WhatsApp stocks a message only when it “cannot be sent immediately” — the message can then remain on its servers “for up to 30 days” in an encrypted order as WhatsApp resumes to strive to send it again. If the message is unsent even after 30 days, the message then gets deleted.
What does the Whatsapp privacy policy update 2021 say about data exchanged with businesses?
The new Whatsapp privacy policy update 2021 illustrates how businesses obtain data when a user reaches with them on the platform: content exchanged with a business on WhatsApp will be noticeable to all the people who are incorporated with the business. This is noteworthy because WhatsApp currently has more than 50 million business accounts. For WhatsApp, this is a conceivable monetization model.
The Whatsapp Privacy policy update 2021 explains that some “businesses might be functioning with third-party service providers (which may incorporate Facebook) to work for managing their information with their customers”. If you want to know how the business is dealing with the information you exchange with them, WhatsApp suggests that users browse the “business’ privacy policy or reach the business directly”.
Before the Whatsapp Privacy Policy update 2021, there has been a lot of chitchat on the internet about WhatsApp exchange user data with other social media applications like Facebook. Most users on Twitter have been attracting one another into leaving WhatsApp and propelling a change to other encrypted messengers like Signal and Telegram.
But there is nothing to worry about the user’s privacy with their information. WhatsApp Privacy Policy update 2021 asserts how user data is affected when there are dealings with a business on the platform and delivers more details on incorporation with Facebook, WhatsApp’s parent company.
However, WhatsApp is very concerned about the user’s data exchange with any other platform. It has explained everything in the terms and conditions of the Privacy Policy. WhatsApp’s information sharing processes with Facebook and it also doesn’t affect the ways so many people convey their concerns privately with friends or family WhatsApp remains deeply dedicated to ensuring people’s privacy.