Case study
7 Legacy Systems, Zero Data Loss
A global Salesforce migration with 100% of critical data moved and no data-loss incident
The problem
A global migration had to consolidate critical data from seven disparate systems into a unified Salesforce environment without losing data.
What I did
The migration architecture used reusable templates, controlled source-to-target mappings, validation, and reconciliation checkpoints.
At a glance
- Client
- Sanofi
- Sector
- Life sciences
- Engagement
- 2021–22
- My role
- Salesforce Data Architect, Global Migration
- Salesforce clouds
- Sales Cloud · Service Cloud
- Outcome
- 0 data-loss incidents
Before / After
- Critical data distributed across seven source systems.
- Migration mappings and execution needed a common control model.
- 100% of critical data moved into the unified Salesforce environment.
- No data-loss incident recorded.
- Migration error rate reduced by 85% through reusable templates.
Situation
Sanofi was consolidating critical data from seven disparate systems into a unified Salesforce environment. The engagement ran in 2021–22, with Sébastien Tang serving as Salesforce Data Architect for the global migration.
The public proof is deliberately narrow: seven source systems, 100% of critical data migrated, no data-loss incident, and an 85% reduction in migration errors through reusable templates.
Challenge
A migration can appear complete while still hiding missing records, duplicated data, or incorrect transformations. The control problem is therefore not only loading data. It is proving that the accepted target matches the approved source scope.
For this engagement, the required outcome was clear: move all critical data into the unified Salesforce environment without a data-loss incident.
Action
The migration architecture standardised source-to-target mappings, validation steps, reconciliation controls, exception handling, and reporting. Reusable templates reduced variation between migration activities and made errors easier to detect and correct.
The exact implementation details remain client-confidential. This public account therefore focuses on the verified control model and outcomes.
Result
One hundred percent of critical data was migrated from seven disparate systems into the unified Salesforce environment. No data-loss incident was recorded. Reusable templates reduced the migration error rate by 85%.
Those are the public outcomes of the engagement.
Reflection
The transferable lesson is control discipline: define the accepted source scope, standardise the mappings, reconcile evidence, and make exceptions visible before acceptance.
Zero data loss is an observed result here, not a universal promise for future migrations. Each program still needs explicit thresholds, evidence, ownership, and stop conditions.
Technologies used: Salesforce migration tooling, controlled mappings, reusable templates, validation and reconciliation controls
Glossary
- Source-to-target mapping
- The controlled specification that identifies how each source field and value is transformed into the target Salesforce model.
- Reconciliation control
- A comparison between source and target evidence used to detect missing, duplicated, or incorrectly transformed data before acceptance.
- Reusable migration template
- A repeatable structure for mappings, checks, exceptions, and reporting that reduces avoidable variation between migration waves.
Frequently asked
- Seven source systems were consolidated. One hundred percent of critical data was migrated with zero data-loss incidents.
- Reusable templates standardised the migration work and reduced the error rate by 85%. Detailed client implementation data remains confidential.
- No. It is the observed outcome of this engagement. Future migrations need their own reconciliation thresholds, exception process, evidence, and acceptance criteria.
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