Salesforce Data Migration Services

Why Migrate with Synexc?

Moving to Salesforce isn’t just a technical task. It’s a transformation.

Done right, data migration empowers faster decisions, cleaner insights, and smoother operations.

Done wrong? It becomes a bottleneck.

At Synexc, we help you migrate with meaning, every field mapped, every record refined.

Our 6-Step Migration Framework

Step 1: Plan Like a Strategist

“Failing to plan is planning to fail”

We start with questions, not tools.

What’s working in your current system?
What needs to be left behind?
What does your ideal Salesforce org look like?

We define clear goals, map source fields to Salesforce structures, and align every step to your business outcomes.

Step 2: Cleanse Like a Pro

“Clean data = clean decisions”

We eliminate duplicates, fix broken formats, and ensure your
data is trustworthy before it even touches Salesforce.

Consistent formats
Accurate fields
No clutter

Step 3: Pick the Right Tools

“One size never fits all.”

From Salesforce’s native tools to advanced ETL platforms, we choose
the solution that fits your scale, complexity, and use case.

Small uploads? Try Data Import Wizard
Complex mappings? Data Loader
Enterprise-grade needs? We tap into
tools like MuleSoft & Informatica.

Step 4: Test Like It’s Live

“We simulate before we execute.”

A pilot migration with a subset of your data helps us validate:

Field mapping accuracy
Functional workflows
Data integrity

You see real results. Before the real move.

Step 5: Go Live Without Chaos

Migrations don’t have to mean mayhem.

We schedule smart (usually off-hours), monitor obsessively, and ensure a zero-surprise launch.
Your business keeps running. Your data starts performing.

Step 6: Train, Verify, and Celebrate

“A migration isn’t complete until your team is confident.”

We help you verify the migration success, guide your users through the new setup, and make sure your business hits the ground running.

Plus, we don’t walk away. Our post-migration support ensures you're never in the dark.

Trusted by Industry Giants. Chosen by Innovators.

From Fortune 500 companies to high-growth disruptors, businesses turn to Synexc for Salesforce consulting services that deliver impact and efficiency.

Over 97%

Client Satisfaction

Because great solutions create great experiences.

Richard Wilson.

Director Of Sales

Synexc is a top Salesforce consulting firm that transformed our CRM experience. Their expert team provided seamless integration, process optimization, and tailored solutions to boost efficiency. Highly responsive and professional, they truly understand business needs. For Salesforce consulting in USA Synexc is the best choice!

Mike M.

Head of Customer Success, FinEdge Capital

With Service Cloud and automation from Synexc, our customer support team is thriving. Before, tickets were scattered across different channels..

David S.

CEO, Global Software Partners

We wanted to launch our app on the Salesforce AppExchange, but the security review process felt like a mountain to climb. Synexc handled ..

Mike M.

Head of Customer Success, FinEdge Capital

Sales Cloud completely changed our sales process, thanks to Synexc. We struggled with manual lead tracking and disorganiz

David S.

CEO, Global Software Partners

With Service Cloud and automation from Synexc, our customer support team is thriving. Before, tickets were scattered across different channels..

Alex R.

Director of Sales Tech Solutions Inc.

We wanted to launch our app on the Salesforce AppExchange, but the security review process felt like a mountain to climb. Synexc handled ..

Richard Wilson.

Director Of Sales

Mike M.

Head of Customer Success, FinEdge Capital

With Service Cloud and automation from Synexc, our customer support team is thriving. Before, tickets were scattered across different channels..

David S.

CEO, Global Software Partners

We wanted to launch our app on the Salesforce AppExchange, but the security review process felt like a mountain to climb. Synexc handled ..

Mike M.

Head of Customer Success, FinEdge Capital

Sales Cloud completely changed our sales process, thanks to Synexc. We struggled with manual lead tracking and disorganiz

David S.

CEO, Global Software Partners

With Service Cloud and automation from Synexc, our customer support team is thriving. Before, tickets were scattered across different channels..

Alex R.

Director of Sales Tech Solutions Inc.

We wanted to launch our app on the Salesforce AppExchange, but the security review process felt like a mountain to climb. Synexc handled ..

Join our community of happy customers

Data Migration Done Right

Don’t Just Move Your Data, Elevate It.

Why Migrate with Synexc?

Done wrong? It becomes a bottleneck.

At Synexc, we help you migrate with meaning, every field mapped, every record refined.

Our 6-Step Migration Framework

Step 1: Plan Like a Strategist

“Failing to plan is planning to fail”

We start with questions, not tools.

Step 2: Cleanse Like a Pro

“Clean data = clean decisions”

We eliminate duplicates, fix broken formats, and ensure your data is trustworthy before it even touches Salesforce.

Step 3: Pick the Right Tools

“One size never fits all.”

From Salesforce’s native tools to advanced ETL platforms, we choose the solution that fits your scale, complexity, and use case.

Step 4: Test Like It’s Live

“We simulate before we execute.”

A pilot migration with a subset of your data helps us validate:

Step 5: Go Live Without Chaos

Migrations don’t have to mean mayhem.

Step 6: Train, Verify, and Celebrate

“A migration isn’t complete until your team is confident.”

Proud to Be the Salesforce Partner That Delivers. Every Time.

Salesforce Consulting Services

Salesforce Implementation & Integration

Salesforce App Development

Salesforce Managed Services

On-Demand Salesforce Consultants

Ready to migrate your CRM without the mess?

Let’s Talk.

Make the move with confidence. Make it with Synexc.

Trusted by Industry Giants. Chosen by Innovators.

Over 97%

Client Satisfaction

Richard Wilson.

Mike M.

David S.

Mike M.

David S.

Alex R.

Richard Wilson.

Mike M.

David S.

Mike M.

David S.

Alex R.

We eliminate duplicates, fix broken formats, and ensure your
data is trustworthy before it even touches Salesforce.

From Salesforce’s native tools to advanced ETL platforms, we choose
the solution that fits your scale, complexity, and use case.