Audit the source data
Every source object profiled for completeness, duplicates and format problems, with a report on what needs fixing before it can move.
4.9 / 5Salesforce data migration reconciled record by record.
Salesforce data migration services for teams moving from HubSpot, Dynamics, Pipedrive or legacy databases, with objects, relationships and history intact.
Certified partner
SalesforcePartner
Selected work, in motion.
The experiences at the front of a connected customer journey.Records without relationships?
Salesforce is strict about how records relate. A migration that ignores that ends up with orphans.
BeforeAfter
Contacts imported without their accountsAccounts, contacts and opportunities loaded in dependency order
Opportunities with the wrong owner or stageOwners, stages and picklists mapped before the load
No way to prove nothing was lostRecord counts and totals reconciled against the source
Legacy fields copied across unchangedFields cleaned, retired or remapped with your admin
What's included
Relationships intact.
We run a Salesforce data migration as a data project with a reconciliation at the end, not a CSV upload.
Map and clean
Source fields mapped to Salesforce objects and fields, external IDs defined, duplicates merged and values standardised to your picklists.
Preserve relationships
Records loaded in dependency order with external IDs, so accounts, contacts, opportunities, activities and custom objects stay linked.
Reconcile every load
Counts, totals and sample records compared between source and Salesforce after each load, with a reconciliation report you sign off.
Security, by consideration.
Trust is part of the build.
For your Salesforce project, we consider customer records, permission sets, automation and external integrations as part of one connected build.
See our approachConnected systems. Considered safeguards.
Changes you can trace.
GitHub workflows, peer review and dependency checks bring decisions into the release process.
Protected in transit.
Certificate configuration, HTTPS and secure headers help protect the path between your users and your systems.
Intelligence with limits.
Scoped tool access, validated inputs and human approval where automated actions carry consequences.
Test the load. Then load.
At least one full test load runs in a sandbox before production.
- 01
Audit and map
Profile the source data and agree mapping, cleaning rules and load order.
- Data audit
- Mapping document
- Load plan
- 02
Test load
Full load into a sandbox, reconciled and reviewed with your team.
- Sandbox load
- Reconciliation report
- Fix list
- 03
Production load
Freeze, final load, reconciliation and a delta for late changes.
- Production load
- Signed reconciliation
- Cutover notes
Built for what’s next.
Built to driveMore sign-ups.
Built to driveMore memberships.
Built to driveBetter-qualified leads.
Built to driveMore qualified candidates.
Built to driveMore enquiries.
Built to driveMore qualified demos.
Built to driveMore workplace demos.
Built to driveMore business accounts.
Built to driveMore free trials.
Built to driveMore building owners.
Built to driveMore free sign-ups.
Private Villas MexicoBuilt to driveMore direct bookings.
Built to driveMore committed players.
Built to driveMore returning customers.
Built to driveMore meaningful demos.
Built to driveBetter talent connections.
Built to driveMore course creators.
Built to driveMore product discovery.
Trusted across our practice
Working together. In their words.
Independent reviews. Long-term working relationships.
“After a website (re)launch, they are also always accessible and happy to help. I highly recommend everyone who is looking for a new and more stable website in Webflow, to work with Stega!”
“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”
Salesforce data migration questions.
A few things worth discussing before your Salesforce data migration takes shape.
How do you migrate data from HubSpot to Salesforce?
A HubSpot to Salesforce migration maps HubSpot contacts, companies, deals and activities to Salesforce leads or contacts, accounts, opportunities and tasks. We decide early whether contacts become leads or contacts, clean duplicates, then load in dependency order and reconcile counts against HubSpot.
What tools are used for Salesforce data migration?
Salesforce data migration usually runs on Data Loader or the Bulk API for loading, with scripts or an ETL tool for cleaning and mapping. The Data Import Wizard suits only small, simple imports. We keep transformations in version-controlled scripts, so any load can be rerun exactly.
How long does a Salesforce data migration take?
The number of objects, data quality and activity history drive the timeline more than record count. Allow for at least one sandbox test load and a reconciliation review before the production load is scheduled.
Do you configure the Salesforce org during a data migration?
Stega handles the data side of a Salesforce migration: audit, mapping, cleaning, loading and reconciliation. Org design, custom objects and security models belong to your Salesforce admin or consultant. We agree the target data model with them before the first test load.
Revamp today.The 
way.
Your ambition. Our collective craft.
Strategy, design and technology, working as one.