From 4 days to 10 hours: how we accelerated Salesforce data migration validation

OUR CLIENT

Our client wanted to implement Salesforce as a core component of their systems landscape, with a goal of consolidating data from multiple existing platforms. This transition aimed to support the phased retirement of legacy systems and establish Salesforce as the single source of truth for a new way of working.

THE CLIENT CHALLENGE

To enable Salesforce adoption, the client needed to consolidate and migrate data from a mix of systems, including legacy platforms scheduled for decommissioning and other systems that still needed to integrate with Salesforce.

They needed a repeatable way to validate that migrated data was accurate, consistent, and aligned to business requirements, with clear visibility of exceptions so teams could take action quickly. With record volumes ranging from around 1,000 to over 1 million per object, and a largest object of approximately 10 million records, performance and scalability were critical.

WHAT WE DELIVERED

We designed and implemented a bespoke, automated framework (built in C#) to support data migration and validation across approximately 14 Salesforce objects.

Our approach enabled the client to:

• Prove migrated Salesforce data was accurate and fit for purpose through automated, field-level validation

• Reduce manual reconciliation by validating millions of records consistently and repeatably

• Consolidate data where a Salesforce object was sourced from multiple upstream systems, creating a single expected view before validation

• Produce clear, actionable exception outputs so teams could investigate, resolve, or accept differences where appropriate

• Optimise performance so validation could keep pace with programme delivery as volumes increased

As data volumes increased, we evolved the framework to maintain performance. Instead of querying Salesforce record-by-record, we enhanced the approach to retrieve all records for an object at the start of each run and reference them locally during validation. This reduced Salesforce calls and brought runtimes into a practical window for the programme.

CLIENT IMPACT

• Time back for delivery teams: automated validation replaced labour-intensive manual reconciliation across millions of records

• Faster migration cycles: execution reduced from over 4 days to around 10 hours, keeping validation within a workable programme window

• Performance at scale: larger runs reduced from 4 to 5 hours to around 40 minutes to 1 hour

• Faster feedback loops: smaller runs reduced from around 10 minutes to under 1 minute

• Better use of specialist resource: less time crunching data, more time resolving genuine issues and supporting delivery

• Stronger go-live confidence: controlled, transparent, auditable evidence that migrated data aligned to business rules, with clear exception reporting across three migration phases

WANT THE SAME CONFIDENCE IN YOUR DATA MIGRATION?

If you are migrating high-volume data into Salesforce, consolidating multiple platforms, or decommissioning legacy systems, Roq can help you build the evidence you need through robust validation, reconciliation, and clear exception reporting. Get in touch here or via ask@roq.co.uk to speak to our team.