You’ve completed your Salesforce migration… but now the real story begins.
Most teams assume the toughest part is moving everything into Salesforce. But the truth? The first 30 days after the migration are where everything is tested—your data, your workflows, your integrations, and your team’s readiness.
Think of it like moving into a new house. The boxes are in, but now you need to unpack, check what survived the move, fix what didn’t, and make the space truly functional. Salesforce post-migration works the same way.
This blog guides you through the essential steps that make your first month on Salesforce smooth, stable, and stress-free.
Why These 30 Days Can Make or Break Your Salesforce Experience
The moment Salesforce goes live, your teams start depending on it for decisions, tracking, collaboration, and forecasting. If something is slightly off, it can snowball into inaccurate reports, bad insights, or frustrated users.
This is why the first 30 days are crucial. With the right post-migration checks, you avoid chaos and build a solid foundation for long-term growth.
1. Validate and Clean Your Data (Like Checking Fragile Items After Moving!)
Data fuels Salesforce. And just like opening boxes after a big move, you want to make sure nothing broke, got duplicated, or went missing.
What to do
- Compare record counts to ensure nothing was lost
- Verify relationships like Accounts ↔ Contacts
- Review formulas, roll-ups, and dependent fields
- Identify duplicates early
- Run cleansing protocols to fix errors immediately
- Clean data builds user trust and ensures reports and dashboards work correctly.
2. Monitor System Performance and Integrations (Your Plumbing & Electricity Check!)
Right after migration, systems are adjusting. Bulk uploads or new connections may cause slowdowns or errors.
Watch for
- API consumption spikes
- Sync failures with external systems
- Error logs
- Workflow delays
Monitoring helps you catch issues before they disrupt your entire team.
3. Review Workflows and Automations (Make Sure Nothing Switches On by Itself!)
Even small automation misconfigurations can cause chaos. Old workflows may fire unexpectedly, or dependencies may break.
- Test the everyday tasks
- Creating new leads or opportunities
- Updating existing records
- Approval processes
- Report generation
- Email notifications
Smooth, reliable automations = smooth daily operations.
Common Post-Migration Challenges (Totally Normal!)
Data Discrepancies
Missing or inaccurate data appears more often than you think. Early root-cause analysis prevents long-term issues.
User Adoption Gaps
New systems feel unfamiliar. Quick guides, cheatsheets, or short training sessions help users adapt faster.
Performance Bottlenecks
Bulk data migration or poorly configured integrations can slow Salesforce down. Regular monitoring fixes this early.
Your 30-Day Salesforce Post-Migration Checklist
✓ Validate key records and data integrity
✓ Monitor logs and integration dashboards
✓ Review and fix workflow conflicts
✓ Clean duplicates and incorrect entries
✓ Collect user feedback (simple surveys work best)
✓ Establish a reporting/escalation process
✓ Continue system performance monitoring
The First Month Sets the Stage for Long-Term Salesforce Success
The first 30 days after Salesforce migration aren’t just a transition—they’re your launchpad. With the right checks, user support, and monitoring, you create a stable, efficient, and trusted Salesforce environment that grows with your business.
How Hexaview Helps You Excel in the First 30 Days After Salesforce Migration
At Hexaview, we understand that a successful Salesforce migration isn’t just about moving data—it’s about ensuring your teams can thrive from Day 1. That’s why our post-migration approach focuses on stability, accuracy, and user adoption.
Here’s how Hexaview supports you in this critical phase:
✔ Structured 30-Day Post-Migration Framework
We follow a well-defined readiness checklist that covers data validation, integration reviews, automation testing, and system health monitoring.
✔ Deep Data Integrity & Cleansing Expertise
Our team ensures your migrated data is accurate, complete, well-structured, and ready for business use—eliminating duplicates and fixing discrepancies fast.
✔ Integration Performance Optimization
We monitor and fine-tune all connected systems, ensuring smooth API usage, error-free syncs, and consistent uptime.
✔ Workflow & Automation Stabilization
Hexaview reviews, tests, and optimizes all automations to prevent unintended triggers or process failures.
✔ User Adoption & Enablement Support
From user guides to quick training modules, we help your teams feel confident and comfortable using Salesforce.
✔ Fast Issue Resolution & Ongoing Optimization
Any problem that arises in the first 30 days is handled with priority—so your business continues without interruptions.
✔ Long-Term Success Roadmap
We don’t stop at stabilization. We provide recommendations that strengthen your Salesforce environment for months and years to come.
Hexaview ensures your first 30 days on Salesforce aren’t just smooth—they set you up for long-term success, scalability, and high ROI.
Top comments (0)