Dataracity
Legacy SQL → Salesforce migration

Migrating legacy on-prem SQL data into Salesforce without recreating the same problems

Years of disorganized on-prem customer data restructured into clean, Salesforce-ready records — so the move fixed the problem instead of relocating it.

Book a meeting See the scroll story
MoveOn-prem SQL → Salesforce
FocusTransformation layer
MethodCode + API loads
OutputRepeatable pipeline
Results
80%Reduction in manual data handlingPost-migration
3kSource records cleaned and mappedStandardized to Salesforce
90%Data usable with zero manual cleanupAt cutover
14 wksKickoff to go-liveIncluding validation
Software used
SalesforceTarget platformSQL Server (on-prem)Source systemsSalesforce APIsControlled loadsCustom transformation codeCleaning and reshapingMicrosoft FabricSequencing
Related services
Cloud Migration · Microsoft AzureData Migration into Cloud — Microsoft FabricData as a Product
The engagement, end to end

Pick a stage. See what happened.

The whole migration on one board — why the data wasn't ready, the four moves that made it ready, and where it landed. Start anywhere.

1 of 7 stages opened
Challenge
Context
Approach · four moves
Results
Click any stage — or use ← → to walk the flow
The challenge · The wrong shape

The system worked. The data just wasn’t Salesforce-shaped.

The on-prem system did what it was originally built to do. What it didn’t do was hold data in a shape that could move directly into Salesforce.

Records were inconsistent, formatting varied across years of manual entry, and none of it was structured the way Salesforce expects.

Inconsistent records across years of manual entryFormatting varied field by field, year by yearNo alignment to Salesforce objects or fields
Before · source vs target shapeMismatched
Free-text, no standard
Formats drift year to year
Required fields never captured
TargetSalesforce objects & fields
Direct-load readinessNot ready

The legacy system held what it needed. Salesforce expects something else entirely.

Stage 1 of 7 · Challenge
How we plan a cloud migrationMigration approach, end to end
We engaged Dataracity to lead the design and recommendation phase of one of our client's enterprise data architecture projects on the Microsoft platform. From the outset their expertise was evident — they introduced us to Microsoft Fabric and provided a robust framework rooted in industry best practices. Beyond high-level strategy, they delivered tangible assets including detailed system architecture diagrams, data flow charts, and comprehensive price modeling. Their technical execution is just as impressive as their strategic planning. I highly recommend Dataracity for any organisation looking to modernise their data stack with precision and clarity.
Shelly JantzenShelly JantzenFounder · E2 Consulting
The people who built it

Team responsible.

A small delivery team, named and accountable from kickoff to go-live.

  • Luke Matthews, Co-Founder, Head of Project Delivery & Data Architecture at Dataracity

    Luke Matthews

    Co-Founder, Head of Project Delivery & Data Architecture

  • Amanda Buthelezi, Co-Founder, Project Lead (BI & Data Strategy) at Dataracity

    Amanda Buthelezi

    Co-Founder, Project Lead (BI & Data Strategy)

  • Estella Doulis, Business Intelligence Consultant at Dataracity

    Estella Doulis

    Business Intelligence Consultant

Same move, different platform?

A migration should fix the data, not relocate it.

Bring us your source systems and your target platform. We'll map the data models, the transformation work, and the load sequence in one conversation.

Book a meeting How migrations work
30 minutes No obligation Data migration specialists