What You Need to Know to Efficiently Migrate from Salesforce to Veeva Vault

Migrating important data off of the Salesforce platform can be a challenging task in the world of Salesforce data management. However, it becomes a manageable project with proper planning and suitable tools. The recent announcement of Veeva's separation from Salesforce has sparked discussions about this use case in many Healthcare and Life Sciences (HCLS) companies.
Radical Transparency Episode 12 header

Understanding the Migration Process

Let’s take a look at the steps involved in moving data from Salesforce to Veeva Vault using an off-platform backup solution. This process involves creating a complete copy of the schema, data, and metadata. Then, the data is made available in SQL format for transformation. Finally, Veeva’s import tools are utilized to move the data into Veeva Vault without any issues

Establishing a Full Replica of Salesforce Data

The first step to migrating Salesforce data to Veeva Vault is to create a duplicate copy of the Salesforce schema, data, and metadata. This ensures that all relevant data is preserved off the platform during the migration process.

Exposing Data in SQL Format

After backing up the Salesforce data, the next important step is to convert the data into SQL format. This process is crucial because it allows easy data transformation to fit Veeva Vault’s schema requirements. SQL is an ideal choice for this task as it provides a standardized way to interact with databases, making data transformation easy and efficient. 

Organizations can use different SQL-based tools and scripts to extract, transform, and load (ETL) Salesforce data into a format that is compatible with Veeva Vault. This process may require mapping Salesforce objects and fields to their corresponding counterparts in Vault, ensuring data integrity and consistency throughout the migration process.

Leveraging Veeva’s Import Tools

Once the Salesforce data has been transformed into a suitable format, the final step involves using Veeva’s import tools to transfer the CRM data into Veeva Vault. Veeva provides powerful import functionalities that are designed explicitly for migrating data from external sources into Vault instances. These import tools support various data formats and provide mechanisms for data validation, error handling, and reconciliation. Organizations can configure the import settings according to their specific requirements, ensuring a smooth and seamless data transition from Salesforce to Veeva Vault.

Migrating Salesforce data to Veeva Vault is an essential initiative for organizations looking to streamline their data management processes and make the most of both platforms’ capabilities. Organizations can ensure a seamless data transition while maintaining data integrity, accuracy, and compliance by following a structured approach and leveraging off-platform Salesforce backups.

As organizations grow and expand their digital presence, having effective data migration strategies becomes increasingly crucial. By adopting industry best practices and utilizing the appropriate tools and methodologies, organizations can maximize the potential of their data assets and achieve successful business outcomes.

Join us each Thursday for more episodes of Radical Transparency as we show you how to harness Salesforce data for unparalleled growth and innovation. In addition, we would love to hear from you if you are looking for a fast, easy, and highly secure way to protect your Salesforce data & metadata! Contact an SFDC data expert or join us on LinkedIn, YouTube, or Twitter.


Video Transcription

Welcome to Radical Transparency. My name is Ted Pappas, and in this video series, we’ll talk about why having a Salesforce backup off-platform is critical to your business.

And I’ll follow the Salesforce pillar of equal education. My goal in this video series is really simple – it’s to make sure that everyone in the Salesforce community is equally educated in the art of possible with a Salesforce backup off-platform.

And today, for the first time ever, first time ever, we’re going to introduce controversy, a very controversial topic in the Salesforce community, and it is the split of Veeva off the platform.

With Vault going to be built, Vault, the Vault will be Veeva Vault, non-associated with Salesforce, and customers that we talked to, most if not all of our HLS customers, healthcare and life sciences customers, are on the verge of panic. 

It’s been told that Veeva has a migration path; our understanding of the publicly available reference documentation shows that it will not copy with 100% referential integrity, the data from Salesforce Veeva. Not a bad thing. It just is what it is. So, let’s talk about how you do it.

It first starts with an off-platform backup of your Salesforce data, getting the data out of the force.com platform with full referential integrity, a 100% carbon copy of your data in a SQL Server database. Schema, data metadata and every one of the relationships intact in a SQL Server database that allows the transformation to be done at the SQL layer. 

So when the data model is in SQL Server, and the transformation is done at the SQL layer. At that point, the job is easy. You expose the data model to the Import tools or the APIs of all, and you use a software like our CopyStorm application to move that data from the SQL Server database into Vault 100% automated. Automated means one thing – it means no humans, and humans mean one thing – errors – fully driven by a robot.

From the Force.com platform to a SQL Server transformed at the SQL layer, import tools to Veeva Vault. The migration is simple.

So, my name is Ted Pappas. I’m the CEO of CapStorm. Thank you for visiting Radical Transparency on this Thursday. Please visit us at CapStorm.com, find me on LinkedIn, and thank you very much.

Ted Pappas

Ted Pappas

About CapStorm

CapStorm is the most technologically advanced Salesforce data management platform on the market. Billions of records per day flow through CapStorm software, and our solutions are used in every industry from credit cards, telecom providers, insurance agencies, global banks and energy providers.

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