Salesforce Data & File Migration Technical Lead:Role SummaryWe are looking for a hands-on Salesforce Data, File & Legacy Systems Migration Technical Lead to lead complex enterprise data and document migration activities into Salesforce. Hands-On Technical Leadership Expectation This role should be approximately 60-70% hands-on technical execution and 30-40% technical leadership, architecture, review, and coordination.
The ideal candidate should have strong experience migrating structured data and unstructured files/documents from a wide range of legacy platforms, including:
- Oracle databases
- SQL Server and other relational databases
- SharePoint
- Network and shared file repositories
- AWS-based repositories and services
- Legacy case management systems
- Mainframe or custom enterprise applications
- Document management systems
- On-premise databases
- Cloud-based applications and storage platforms
- Third-party and internally developed legacy systems
This is a hands-on Technical Lead role. The individual should be able to define the migration architecture, and personally perform analysis, development, troubleshooting, testing, validation, and cutover activities.
Key Responsibilities:Technical Leadership
- Own the end-to-end technical strategy for Salesforce data and document migration.
- Lead source-system discovery, data profiling, mapping, transformation, development, testing, reconciliation, and production cutover.
- Provide technical leadership to Salesforce developers, ETL developers, data engineers, DBAs, AWS resources, integration teams, and business SMEs.
- Review migration scripts, ETL jobs, mappings, transformation rules, technical designs, and reconciliation processes.
- Identify migration risks, dependencies, performance issues, data-quality problems, and blockers.
- Serve as the primary technical escalation point for migration-related issues.
Hands-On Data Migration
- Personally perform migration analysis, development, troubleshooting, testing, and validation.
- Extract and analyze data from Oracle, SQL Server, SharePoint, APIs, legacy systems, flat files, and custom applications.
- Build or review SQL queries, ETL jobs, scripts, APIs, and automated migration processes.
- Perform data profiling to identify missing, duplicate, invalid, inconsistent, or incomplete records.
- Develop transformation logic between source-system data structures and Salesforce objects.
- Troubleshoot Salesforce data-load failures, lookup dependencies, relationships, validation rules, automation conflicts, and API issues.
ETL & Data Integration
- Design and implement enterprise ETL/ELT solutions supporting Salesforce migration.
- Develop extraction, transformation, and loading processes across multiple source systems.
- Create reusable and repeatable ETL frameworks for large-scale migration activities.
- Implement data cleansing, normalization, enrichment, validation, and exception handling.
- Support incremental loads, delta migrations, full loads, and production cutover loads.
- Implement logging, monitoring, error handling, restartability, and reconciliation within ETL processes.
- Optimize ETL jobs for performance and high-volume data processing.
- The Technical Lead should understand when to use each migration approach based on data volume, performance, security, automation, and operational requirements.
Legacy Systems Migration
- Assess data structures and business rules across multiple legacy platforms.
- Analyze poorly documented or undocumented legacy applications.
- Develop extraction strategies when standard APIs or interfaces are unavailable.
- Work with data originating from databases, spreadsheets, CSV, XML, JSON, flat files, APIs, and custom applications.
- Design migration approaches for historical data with complex relationships and legacy identifiers.
- Maintain traceability between source-system records and Salesforce target records.
SharePoint & Document Migration
- Analyze SharePoint sites, libraries, folders, metadata, document structures, and business relationships.
- Define how legacy documents should map to Salesforce records.
- Extract documents and metadata from SharePoint and other enterprise repositories.
- Handle duplicate documents, inconsistent folder structures, missing metadata, versioning, and orphaned files.
- Preserve appropriate document metadata and business relationships.
- Validate document counts, metadata, file integrity, and Salesforce record associations after migration.
Database Migration
- Analyze Oracle, SQL Server, PostgreSQL, MySQL, and other relational database schemas.
- Understand tables, relationships, keys, constraints, and historical structures.
- Develop complex SQL queries for extraction, profiling, reconciliation, and validation.
- Handle complex parent-child relationships and referential integrity.
- Translate normalized or legacy relational data structures into Salesforce object models.
Salesforce Data Migration
- Define source-to-target mappings between legacy platforms and Salesforce.
- Understand Salesforce objects, relationships, record types, external IDs, lookups, master-detail relationships, and ownership.
- Determine migration sequencing and dependencies across related Salesforce objects.
- Support high-volume migration using Bulk API, Data Loader, Salesforce CLI, ETL tools, APIs, and custom frameworks.
- Design approaches for maintaining source-system IDs and migration traceability.
- Validate Salesforce records against source-system data.
AWS & Cloud Integration
- Work with AWS services supporting migration and integration.
- Experience with AWS S3, Lambda, API Gateway, Glue, and related services is preferred.
- Design scalable approaches for processing and moving large volumes of data and documents.
- Troubleshoot integrations between Salesforce, AWS, databases, ETL tools, and legacy applications.
Data Mapping & Transformation
- Lead source-to-target data mapping workshops.
- Define transformation, normalization, cleansing, enrichment, and defaulting rules.
- Identify source fields that do not have direct Salesforce equivalents.
- Recommend appropriate Salesforce target designs.
- Maintain detailed mapping specifications and transformation documentation.
- Ensure technical and business approval of critical migration decisions.
Data Quality, Validation & Reconciliation
- Establish comprehensive migration-validation and reconciliation processes.
- Compare source and target record counts.
- Perform field-level validation for critical data elements.
- Validate parent-child and cross-object relationships.
- Identify missing, duplicate, failed, or incorrectly transformed records.
- Develop automated reconciliation and exception reports.
- Validate document counts, metadata, and file integrity.
- Ensure migrated data can be traced back to its original source system.
- Provide evidence that migration completeness and accuracy requirements have been met.
Required Qualifications- 8+ years of overall data, integration, or enterprise application experience.
- 5+ years of hands-on Salesforce data migration experience.
- Experience acting as a Technical Lead for complex migration initiatives.
- Strong Salesforce platform knowledge.
- Strong SQL skills.
- Strong experience with Oracle, SQL Server, or comparable enterprise databases.
- Strong ETL/ELT design and development experience.
- Hands-on experience with Salesforce Data Loader.
- Hands-on Salesforce CLI experience.
- Experience with Salesforce Bulk API and REST/SOAP APIs.
- Experience migrating from SharePoint or enterprise document repositories.
- Experience migrating from legacy/custom enterprise applications.
- Experience developing or reviewing migration scripts using SQL, Python, Java, Apex, shell scripting, or similar technologies.
- Experience with AWS or another major cloud platform.
- Strong knowledge of data profiling, cleansing, transformation, mapping, validation, and reconciliation.
- Experience with large-volume structured and unstructured data migrations.
- Strong troubleshooting and root-cause-analysis skills.
Preferred Qualifications- Salesforce Government Cloud experience.
- Salesforce Service Cloud and/or Experience Cloud experience.
- Public Sector or government project experience is a strong plus.
- Federal government experience is a plus.
- Experience with government case-management or claims-processing systems.
- Experience working in highly regulated environments.
- SharePoint-to-Salesforce migration experience.
- Oracle-to-Salesforce migration experience.
- AWS-to-Salesforce integration experience.
- Experience with enterprise ETL platforms such as Informatica, MuleSoft, Talend, AWS Glue, DataStage, Boomi, or SSIS.
- Experience with enterprise document-management platforms.
- Experience with large-scale production migration cutovers.
- Experience designing automated migration and reconciliation frameworks.
