Data Checklist for Moving Your Advancement Office from The Raiser’s Edge to Salesforce

If your Advancement office is planning to move from The Raiser’s Edge to Salesforce, you’ll likely face a bit of a learning curve when migrating to the new Salesforce data model.

There are some core differences between the two systems’ data structures that are important to understand before you embark on your journey. Likewise, organizations typically have some level of messy data after years of list imports, workarounds and staff changes that require some additional pre-planning.

The good news is that, through years of The Raiser’s Edge to Salesforce migrations, KELL has fine-tuned a process to help you prepare and transform your data for its new environment. We’ve compiled our top 7 suggestions for ensuring a smooth and successful migration.

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