No more migration mistakes, wasted hours, or project delays. Learn a proven, step-by-step workflow designed for real Salesforce projects.

Salesforce Expert: Elise Pottinger

Every failed migration costs time, money, and credibility. Without a clear system, admins often struggle with messy data, last-minute errors, and delays that prevent them from taking on higher-value projects.

Many admins spend hours trying to figure things out on their own—only to face last-minute problems that stall the entire migration.

Handling Salesforce data migrations can feel overwhelming. Between cleaning data, mapping fields, and dealing with unexpected errors, it’s easy to feel stuck or unsure about the next step.

Inside the Salesforce Data Migration Masterclass, you’ll learn the exact process experienced Salesforce professionals use. They successfully prepare, transform, and migrate data with confidence.

Master Salesforce Data Loader
Learn how to install, configure, and use Data Loader efficiently so you can insert, update, upsert, and delete records without confusion or costly mistakes.
Work Confidently with Salesforce Record IDs and Fields
Learn the difference between 15-digit and 18-digit IDs, how to use external IDs, and how to correctly map Salesforce field names and labels when preparing data loads.
Transform and Prepare Data in ExcelLearn how to clean, format, and structure your data correctly in Excel so it imports into Salesforce without errors. This includes formatting dates, picklists, addresses, emails, phone numbers, and more.
Prepare Salesforce for Successful Data Loads
Understand the critical Salesforce settings that must be configured before any migration, including audit fields, encrypted fields, permissions, and records owned by inactive users.
Plan and Organize a Data Migration ProjectDiscover how to run migration kickoff calls, set clear expectations with stakeholders, create organized project folders, and perform proper Salesforce data backups before loading data.
Apply Data Migration Best PracticesLearn proven strategies that prevent migration failures, including handling duplicate rules, validation rules, flows, and lookup relationships.

who have taken this workshop would recommend you to join if you fit any of the following:

Meet Your Mentor

Throughout Elise’s 15 years in the Salesforce ecosystem, her favorite thing to do is help new Salesforce customers successfully transition from their previous CRM onto Salesforce.

Data migration can be the scariest part of an implementation (for both the client AND the partner) but she makes it fun and enjoys the whole process from kickoff to deployment.

Her expertise as a Solution Architect enables her to design new and redesign existing Salesforce environments to streamline business processes and increase user adoption.

As an Experienced Business Analyst, she specializes in simplifying complex technical concepts when guiding her clients through the process of deploying new tools and technology.

Elise is passionate about solving challenging data issues and building long term relationships with her clients. She is 8X Salesforce certified.