- Accounts · HCP / HCO
- Affiliations · Territories
- Calls · Events · Samples
- Consent · Custom objects
- Metadata & history
- Source-to-target mapping
- Cleansing · De-duplication
- Business rules
- Retention decisions
- Rehearsal cycles
- Operational records
- Relationships & ownership
- Integrations re-pointed
- Reconciliation reports
- Governed archive
Repeatable, reconciled pipelines — not a one-time export and load.
Data migration requires more than exporting and loading records. Relationships, ownership, business meaning, data quality and reconciliation must survive the transition.
1. Data inventory
Define source objects, record counts, owners, quality issues and retention requirements. Include custom objects and the relationships between records—HCP to HCO affiliations, call to account, sample to call—because those relationships carry much of the business meaning.
2. Source-to-target mapping
Standardize specialty values; map record type
Person account / HCP record
Every HCP has a valid identifier
Resolve parent account IDs after load
Account relationship
No orphaned affiliations
Map status and channel picklists
Interaction / visit
Count matches source by period
Preserve effective dates and source
Consent record
No consent lost or altered
The rows above are illustrative; your mapping is built from your own data model.
3. Data cleansing
- Duplicates
- Obsolete values
- Missing identifiers
- Invalid addresses
- Inconsistent reference values
4. Historical strategy
Migrate for active workflows
Make available through the data platform
Governed archive
Retire per approved policy
5. Migration rehearsals
Technical proof
Prove the pipeline end to end on a sample.
Mapping validation
Confirm transformations on full volumes.
Business validation
Business users verify records they know.
Production rehearsal
Time the full run and practice cutover.
6. Reconciliation
- Source and target record counts
- Rejected records and reasons
- Relationship integrity
- Critical business attributes
Data is one of six migration layers—see the full Veeva to Salesforce migration framework, or start with a readiness assessment.
Request a Veeva CRM Data Migration Assessment
We’ll profile your Veeva data, identify quality and relationship risks, and outline a reconciled migration approach.