Salesforce Data & File Migration Technical Lead

Salesforce Data & File Migration Technical Lead:

Role Summary

We 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.