Streamlining Salesforce Migration between two different client specific instances

TECHNOLOGIES USED

The Salesforce Migration Project leveraged a set of technologies to streamline the migration process and ensure the reliability of the Salesforce instances

Salesforce Platform

Leveraged Salesforce as the primary platform for managing and migrating metadata and data. Utilized Salesforce functionalities for creating, executing, and managing test scripts.

Azure DevOps (ADO)

Adopted Azure DevOps for organizing and managing the development and testing processes. Converted test cases into ADO format, aligning with modern project management practices.

Testing Tools

Employed testing tools for creating comprehensive test scripts, ensuring thorough coverage of migration scenarios.

Collaboration Tools

Utilized collaboration tools for peer reviews and effective communication within the project team.

Migration Utilities

Employed specific utilities or tools designed for Salesforce migration to facilitate a smooth transition.

GOALS

The Salesforce Migration Project involves transitioning between databases, encompassing the migration of both metadata and data. The migration process is a critical phase in ensuring a smooth transition between the two Salesforce instances.

CHALLENGE

The project faced a notable challenge with the absence of proper tickets or requirements for testing, indicating a potential gap in the initial planning phase.

SOLUTION

Given the challenge of inadequate tickets and requirements, the project focused on establishing a structured testing approach. Test scripts were meticulously crafted to cover various scenarios and functionalities. The team executed thorough test case execution to validate the functionality and reliability of the Salesforce migration. To address the absence of proper testing methodology, the project embarked on creating well-defined test plans, ensuring comprehensive coverage of the migration process. Additionally, efforts were made to convert test cases into the Azure DevOps (ADO) format, aligning with modern development and project management practices.

RESULT

Despite the initial challenge, the project’s proactive approach in creating test scripts, executing test cases, and developing structured test plans showcased the adaptability and resilience of the team. Converting test cases into ADO format reflects a commitment to modern and efficient project management practices. The result is anticipated to be a well-tested Salesforce migration, ensuring the seamless transfer of metadata and data. This case study emphasizes the importance of a structured testing approach in the face of challenges, showcasing how the project team navigated the absence of proper tickets and testing requirements to ensure a successful Salesforce migration.