Tips on modelling your CRM data in Salesforce

03 February 2010

Try and fit your data into the standard Salesforce object and their relationships.
Do not assume that the data structure in your current system is the best or the only way. Keep an open mind.
Think about how your processes and work flow will fit - data views, data ownership, data security, work allocation etc.
It is well worth talking though various usage scenarios, over a WebEx/GoToMeeting session, with Salesforce staff.
When possible use existing fields, check carefully before creating new custom fields. Using an existing field will mean more out of the box functionality later.
Create ExternalID fields on all relevant objects (including the User object) if you are importing data into Salesforce from another CRM system.
Do plan to import your user login accounts.