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Salesforce Migrations

SQL Server to Salesforce Migration

Move and cleanse relational data from SQL Server into Salesforce objects, with mapping, test loads and full reconciliation.
  • No obligation - response within 1 business day for your SQL Server to Salesforce Migration
  • Trusted by senior FinServ decision-makers for SQL Server to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your SQL Server to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

SQL Server to Salesforce Migration

Teams that migrate data from SQL Server to Salesforce are usually retiring a bespoke database or bringing client data into a CRM for the first time. The job is translating relational tables, keys and joins into Salesforce objects, relationships and external IDs, and cleansing and deduplicating along the way. Evara designs the mapping, runs test loads in a sandbox, reconciles counts and values, and keeps the audit trails and access controls regulated firms need. See our migration and integration services.

Why choose a SQL Server to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from SQL Server to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven SQL Server to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the SQL Server to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your SQL Server to Salesforce migration

Profile the SQL Server tables, then design the Salesforce objects, fields and relationships they will map to, using external IDs to preserve keys. Extract and transform the data, cleansing and deduplicating as you go, and load in dependency order so parent records exist before their children. Run a test migration into a sandbox, reconcile the results, then perform the final load. CRM data model design guides how relational structures become Salesforce objects.

Yes, if the database stays in use. After the one-off migration, ongoing sync can run through middleware, scheduled jobs or an API-based connector, depending on volumes and direction. Deciding which system owns each field avoids overwrite conflicts. We can build and monitor that connection with custom connectors and APIs, including error handling and logging, so teams can trust the data on both sides.

Row counts in SQL Server are reconciled against records loaded for each Salesforce object, sampled values are compared field by field, and we check that relationships and lookups resolved correctly. Failed rows are logged, fixed and reloaded, never ignored, and a final delta load handles changes made during testing. For financial services teams we also confirm field-level security and retention expectations are met. Our Salesforce services cover training and support after cutover.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off SQL Server? As a Salesforce partner for financial services and fintech, Evara handles your SQL Server to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.