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Post-Migration Checklist: What to Do After Moving to Salesforce CRM
Congratulations—your Salesforce CRM migration is complete! But before you breathe a sigh of relief, there’s something important to remember: the real value of migration begins post-move.
The period immediately after migration is critical for QA, user adoption, and performance optimization. Without a solid post-migration checklist, your business risks data inconsistencies, poor user engagement, and missed opportunities to leverage intelligent systems and automation for business.
At AiSynapTech, our Salesforce CRM migration services don’t end with data transfer. We help you close the loop with a smart, AI-empowered post-migration strategy that ensures your CRM delivers long-term business value.
Moving your data to Salesforce CRM is only step one. Ensuring that your system performs as intended, users adopt it effectively, and it evolves with your business goals is what drives ROI.
Quality Assurance (QA) to validate data and system functionality
User Adoption to ensure CRM becomes a core part of your operations
Ongoing Optimization to future-proof your CRM and unlock enterprise AI potential
While both LWC and Aura are used to build components in Salesforce, the shift from Aura to LWC reflects a move toward more efficient, standards-based development.
Feature Focus Area
Action Step
QA
Verify data accuracy and business processes
User Adoption
Train, onboard, and support end users
Optimization
Refine workflows and enable automation
AiSynapTech Support
Expert-led tuning for intelligent systems
Even the best migration tools can’t guarantee perfection without human oversight. Post-migration QA is your opportunity to:
Verify that records were fully and correctly imported
Cross-check relationships between contacts, accounts, and opportunities
Validate custom fields and record types
Tip: Use AI solutions like data deduplication tools to clean up inconsistencies fast.
If your Salesforce instance includes process builders, flows, or automation rules, now is the time to:
Test all workflows in sandbox and production
Confirm that email alerts, approvals, and triggers fire as expected
Review validation rules for any post-migration changes in behavior
AiSynapTech offers automated testing frameworks to speed up this process with minimal manual effort.
A CRM is only as good as the people who use it. Following your migration, host onboarding sessions to:
Explain the "why" behind the new system
Walk through key features relevant to each role
Demonstrate how Salesforce makes their job easier
Incorporating automation for business into daily tasks—like auto-logging calls or generating reports—shows immediate value to users.
Not everyone needs to know everything. AiSynapTech recommends designing custom training tracks based on job function:
Sales teams: Lead and opportunity management
Marketing: Campaign tracking and engagement scoring
Service: Case routing, knowledge base access
After a few weeks of real-world use, it’s common to identify areas for improvement. This is the perfect time to:
Streamline over-complicated workflows
Consolidate redundant fields
Adjust permissions for cleaner UX
AiSynapTech applies enterprise AI to analyze usage patterns and recommend enhancements that reduce friction.
Integrate Salesforce with tools like marketing automation platforms, customer service apps, or analytics dashboards. With intelligent systems, you can:
Trigger actions across platforms
Generate predictive insights
Centralize KPIs for leadership teams
Track metrics like:
User login frequency
Opportunity conversion rate
Case resolution time
Workflow success rate
Automated dashboards powered by AI can surface issues before they become problems.
Plan regular check-ins (monthly or quarterly) to evaluate:
CRM performance
New user feedback
Process compliance
At AiSynapTech, our CRM Health Check service includes smart diagnostics to help you stay ahead.
Conclusion: Turn Migration Into Momentum with AiSynapTech
Salesforce CRM migration isn’t the finish line—it’s the foundation. What you do after migration determines whether you simply “have a CRM” or whether your CRM becomes a true business driver.
At AiSynapTech, we help businesses move beyond the migration stage with QA validation, user onboarding, and AI-powered optimization services that deliver measurable impact.
Ready to turn your new CRM into a growth engine?
Request a demo or explore our Salesforce CRM Migration Services to see how our intelligent approach ensures success, post-migration and beyond.
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