Quick overview
Job description
We are looking for an experienced contractor to lead the analysis, design and execution of a data migration from one Salesforce instance (source org) to another (target org), using Microsoft SQL Server as the staging and transformation layer. You will own the end-to-end migration data workstream: profiling source data, mapping objects and fields, building transformation logic, loading and reconciling data, and supporting cutover.
This is a hands-on, delivery-focused role. The right person will combine strong Salesforce data model knowledge with proven, real-world experience of moving data between orgs safely and accurately. The role can be filled at Data Analyst or Data Architect level depending on the candidate’s experience; architect-level candidates will additionally be expected to shape the overall migration approach and standards.
Main Duties / Responsibilities:
- Define and document the data migration approach, scope, and sequencing for moving data between Salesforce orgs, including cutover and rollback considerations.
- Analyse and profile source Salesforce data to assess volumes, quality, duplication, and dependencies across standard and custom objects.
- Produce object-level and field-level mapping documents between source and target orgs, covering data types, picklist values, record types, required fields, and validation rules.
- Design and maintain SQL Server staging databases and schemas to extract, cleanse, transform, and stage Salesforce data ahead of loading.
- Write, optimise, and test T-SQL (stored procedures, views, ETL logic) to implement transformation and data-cleansing rules.
- Manage the migration of parent/child relationships and record ownership, preserving referential integrity through ID cross-referencing (source ID to target ID) and correct load order.
- Extract and load data using appropriate tooling (e.g., Salesforce Data Loader, Bulk API, SSIS, Azure Data Factory, dbAmp, or equivalent) and manage error handling and re-runs.
- Plan and run multiple migration cycles (development, test/UAT, and production dress rehearsals) and execute the production cutover.
- Design and run reconciliation and validation checks (record counts, field-level comparisons, sampling) and produce sign-off evidence for business stakeholders.
- Work with Salesforce administrators, developers, business analysts, and data owners to resolve data quality issues and agree transformation rules.
- Identify and manage migration risks and issues, including data volume limits, API limits, automation and trigger impacts, and sharing/ownership considerations.
- Ensure the handling of personal data complies with GDPR and internal data governance and security standards.
- Produce clear documentation and a handover pack (mapping specifications, scripts, runbooks, lessons learned) so the migration can be supported after your engagement ends.
Essential Skills & Qualifications:
- Proven, hands-on experience delivering data migrations between Salesforce orgs or from other systems into Salesforce, ideally including at least one full production cutover.
- Strong working knowledge of the Salesforce data model, including standard objects (e.g., Account, Contact, Lead, Opportunity, Case, User) and custom objects, relationships (lookup and master-detail), record types, and field types.
- Strong SQL Server and T-SQL skills, including stored procedures, joins across large data sets, performance tuning, and data quality checks.
- Experience with data extraction and loading tools for Salesforce (e.g., Data Loader, Bulk API, SSIS, Azure Data Factory, Informatica, Talend, Boomi, dbAmp, or similar).
- Solid experience in data profiling, cleansing, deduplication, and mapping, with a methodical approach to reconciliation and audit trails.
- Understanding of Salesforce migration considerations such as ownership and sharing, validation rules, triggers/flows, API limits, and managing record IDs across orgs.
- Awareness of data privacy requirements (e.g., GDPR) and secure handling of customer data.
- Excellent communication skills, with the ability to translate technical data concepts for business stakeholders and to work independently in a fast-paced delivery environment.
Desirable skillsets:
- Salesforce certifications (e.g., Salesforce Certified Data Architecture and Management Designer, Administrator, or Platform App Builder).
- Experience with multi-org consolidation or Salesforce org merge/split projects.
- Experience with Salesforce Sales Cloud and/or Service Cloud in an automotive or retail environment.
- Familiarity with Salesforce attachments, files, and content migration (ContentVersion, ContentDocumentLink).
- Experience using Power BI or similar tools to present reconciliation and migration progress reporting.
- Working knowledge of Agile delivery and tools such as Jira and Confluence.
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