- Problem
- A global IT services firm was migrating an enterprise client's records into Salesforce. Its Python and Talend data teams needed someone who knew the Salesforce side: the data model, the Bulk API's governor limits and the client's automation.
- Approach
- We joined the firm's team under its methods. We explained the data model and object relationships to developers and testers, managed sandboxes, users, permissions and sharing, and maintained the Flows, Process Builders and Apex that the loads ran through. We loaded notes and files with Node.js, then monitored every load job and fixed errors on the spot.
- Outcome
- Every object's data was checked after loading, and failed records were investigated and corrected during the migration, not after it. The firm kept full ownership of its client relationship.