Salesforce Data Migration for an Educational SaaS

Industry

Education

Products

Sales Cloud

Service

Data Migration

Customer

The Customer is a leading SaaS platform in the education sector, with offices in the UAE, USA, and several other countries.

Challenge

The Customer had been using Salesforce Sales Cloud Professional Edition for a few years. As their business expanded to new regions, they needed more advanced features. To support this growth, the company chose to upgrade to the Unlimited Edition.

So, the Customer asked ENWAY to manage the migration from their old org to the new one. Our team also set up and customized the new system, adding automation and improving key business processes. Read about it here.

Solution

Data migration between Salesforce orgs is not something most customers ask for every day. Despite that, the ENWAY team delivered a smooth and successful transition. Here’s how we did it:

1. Pre-Migration Planning
We started by creating a clear migration strategy. Our team designed a schema showing how all objects and relationships were connected. This helped us follow each step carefully and made sure we didn’t miss anything important.

2. Data Migration of the Existing Object Structure
The ENWAY team accurately rebuilt the existing objects and their relationships in the new Unlimited Edition org. We made sure the structure matched the original setup with no missing data.

3. Record Migration and Validation
All records—including Leads, Accounts, Contacts, and Opportunities—were transferred to the new org. We checked and confirmed that the data was complete, and all links between related records stayed intact.

4. New Org Configuration and Customization
In the new org, we updated CRM settings to improve business processes. We also built new reports and dashboards, and set up automated outreach cadences. Read the details here.

Results

The ENWAY team completed the Salesforce migration with 100% accuracy and no disruption to the business. The customer can now take full advantage of Unlimited Edition features, with all historical data seamlessly carried over from the previous org.

All objects, fields, and metadata were fully replicated in the new org without structural issues. Key records—Leads, Accounts, Contacts, and Opportunities—were migrated without data loss or corruption. Record ownership, attachments, and relationships were preserved, and post-migration checks confirmed data integrity and system readiness.