I’ve run Salesforce migrations for 20 years. The Data Migration Masterclass is that method, written down for your whole delivery team: 66 lessons, the templates I use, and Claude skills that make the slowest manual steps repeatable.
Run one live project on it. If your delivery lead doesn’t think it saved more than it cost, I refund it.
About a minute. No email, no form.A practice runs 10 migrations a year, scoped at 120 hours each. They run 25% over, at a $175 bill rate.
None of them is a skills problem. Each one is a process that lives in somebody’s head.
Migration gets a round number in the SOW, because nobody has a repeatable way to estimate it. Then it takes what it takes, and you absorb the rest.
Every firm has one consultant it trusts with the data. When she’s on another project, whoever is free rebuilds her process from an old spreadsheet.
Somebody is hand-fixing four thousand records at 2am because the extract was dirtier than anyone admitted. Your client will remember that weekend longer than the flows you built.
Four numbers from your last few projects. About a minute. No email, no form.
If a fix removes half your overrun, you keep $26,250 a year. That is 3.5 times the license, and it has paid for itself by project 3.
Book a 30-minute fit call Your inputs, your math. Nothing here promises a saving.Data Loader setup, pre-load permissions, IDs and field names, the kickoff, field formatting and maps. Then 22 objects one at a time, including the ones that bite: person accounts, converted leads, recurring events, email and files. Your consultants open the lesson for the step they’re on.
See every lessonPrep call and kickoff call guides with talk tracks, each in a consultant version and a client version. The source mapping workbook. The migration checklist. Put your logo on the client-facing ones and use them on every engagement.
Every lesson teaches the manual way first. Where a step is slow and repetitive, a Claude skill does it the same way every time, for every consultant.
Point it at an export from any source system. It returns a five-tab workbook: findings by severity, questions for the client, every table classified, every key mapped, every column typed. Free on GitHub.
Audit fields, field access, validation rule and flow bypass, and an automation switch. Each step keeps a revert file, so putting the org back is a command and not a memory test.
Mapping matrix, documents prep and notes cleanup. Then ID backfill, error-file triage and post-load reconciliation. Founding firms get each one as it ships.
Two 60-minute group calls a month. Your consultants bring the migration they’re stuck on, and I answer it.
One 60-minute session to decide who takes which lessons, and how to run your first project on the system.
Open a module to see its lessons. Your consultants don’t have to watch it front to back. They open the lesson for the step they’re on.
This is the module your team keeps open during a project. The ones with a play button are free to watch on YouTube.
Don’t see something your team loads? Ask me on a fit call.
Anything that touches client records is a script that runs on your consultant’s own machine. Claude reads what the script produces: table names, column names, counts and types. For the small jobs, your consultant describes the format instead of pasting the data.
That is the design, and it holds when the skills are used as designed. Whether a client allows AI on their project is still their call. The manual method works without it.
The analysis script reads the source files where they sit, changes nothing, and makes no network calls.
The workbook Claude reads holds names, counts and types. No data values.
You run the skills on your own Claude plan. On Team and Enterprise, Anthropic doesn’t train on your content by default, and your admin decides which skills are installed.
I don’t have case studies for this yet. That’s why the first five firms pay less, with the price held for two renewals. In return I ask for your before-and-after hours, and a testimonial if it earns one.
Up to five consultants, 60 days, one live migration, with the kickoff and the clinics included. The full $2,500 comes off your license.
Run one live migration on it. If your delivery lead doesn’t think it saved more than it cost, I refund the pilot.
Your call. No forms.
I’ve spent 20 years in the Salesforce ecosystem as an admin, architect and business analyst, and somewhere along the way I became the person people call when the data migration is the scary part. I like the scary part.
I’ve delivered more than 100 migrations, and I teach what I do to 40,000 people on YouTube. This is the same method, written down so your team doesn’t need me in the room.
8x Salesforce certified, including Data Architect and Financial Services Cloud. Based in Louisville, Kentucky.Both, in that order. The lessons teach the manual way. The skills take over the steps that don’t need a person once you know why they exist.
A Claude plan for each consultant who’ll use them. For a firm I’d pick Team or Enterprise. The manual method needs only Data Loader and Excel.
Your team uses the lessons and templates on that project. Nothing in the method depends on AI.
The lessons are taught on it because it’s free and everyone has it. Load order, external IDs, bypasses and validation don’t change with the tool.
Four of the object lessons have a free version on my YouTube channel: User, Account, Contact and Campaign.
Founding firms renew at the founding price for two more years, and keep getting new lessons, skills and clinics.
Thirty minutes on a call and I’ll tell you whether it fits, what it costs, and whether you even need it. Sometimes you don’t.
