Data mapping is a crucial step in the data migration process, involving the definition of relationships as well as translation of data from source systems to the target system. Below is a sample template for a data mapping document:
Data Mapping Document
1. Overview:
Data Migration Project: [Project Name]
Data Mapping Document Version: [Version Number]
Date of Last Update: [Date]
2. Data Entities:
List of Source Data Entities and Corresponding Salesforce Entities:
Source System: [Name of the existing system]
Salesforce: [Name of the Salesforce Object]
3. Data Mapping Table:
Source Field
Source Data Type
Salesforce Field
Salesforce Data Type
Transformation Rules
Notes
[Source Field 1]
[Data Type]
[Salesforce Field 1]
[Data Type]
[Transformation Rules]
[Notes]
[Source Field 2]
[Data Type]
[Salesforce Field 2]
[Data Type]
[Transformation Rules]
[Notes]
…
…
…
…
…
…
4. Transformation Rules:
Firstly, define transformation rules for each field as applicable.
Secondly, specify any data cleansing or formatting requirements.
5. Relationship Mapping:
If applicable, map relationships between different entities.
Identify parent-child relationships as well as critical linkages.
6. Default Values:
Also, specify default values for Salesforce fields, if applicable.
Define rules for handling null or missing values.
7. Data Validation Rules:
Define validation rules for each field. Evidently, this will ensure data integrity.
Specifically outline conditions for rejecting or flagging records that do not meet validation criteria.
8. Lookup Tables:
If using lookup tables, provide details on how values in specific fields will be mapped.
Include reference tables for codes or enumerations.
9. Incremental Data Loading:
Specify how incremental data loading will be handled, primarily if the migration is performed in multiple phases.
10. Key Migration Considerations:
Outline any specific considerations as well as challenges related to data migration.
Specifically address how historical data, if relevant, will be handled.
11. Data Ownership and Governance:
Specify data ownership for each mapped field or entity.
Define governance policies and responsibilities.
12. Security Mapping:
If applicable, outline security-related mappings, such as roles and access controls.
13. Data Archiving Strategy:
Define the strategy for archiving historical data in Salesforce, if necessary.
In addition, specify criteria for archiving records.
14. Data Migration Flow:
Provide a high-level overview of the data migration flow, indicating the sequence of activities.
15. Testing Strategy:
Outline the testing strategy for data mapping. For example, this may include unit testing, integration testing, and user acceptance testing.
16. Data Migration Schedule:
Define the schedule for data migration activities, including start and end dates for each phase.
17. Roles and Responsibilities:
Additionally, identify roles and responsibilities for individuals involved in the data mapping process.
Specify who is responsible for reviewing and approving the data mapping document.
18. Change Management:
Also, outline the process for managing changes to the data mapping document.
Specify the approval process for modifications.
19. Document Approval:
Lastly, include a section for documenting approvals from relevant stakeholders.
To conclude, this data mapping document provides a structured framework for translating data from source systems to Salesforce. Customizing this template based on the specific requirements and complexities of your organization’s data migration project is essential.
