{"id":567,"date":"2022-03-09T13:24:39","date_gmt":"2022-03-09T07:54:39","guid":{"rendered":"https:\/\/forsysinc.com\/blog\/?p=567"},"modified":"2024-07-17T11:37:43","modified_gmt":"2024-07-17T06:07:43","slug":"the-business-guide-on-data-migration-to-salesforce-cpq","status":"publish","type":"post","link":"https:\/\/www.forsysinc.com\/blog\/the-business-guide-on-data-migration-to-salesforce-cpq\/","title":{"rendered":"The Business Guide on Data Migration to Salesforce CPQ"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"567\" class=\"elementor elementor-567\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-67af962c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"67af962c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7f41d716\" data-id=\"7f41d716\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-349d0e06 elementor-widget elementor-widget-text-editor\" data-id=\"349d0e06\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-583\" src=\"https:\/\/forsysinc.com\/blog\/wp-content\/uploads\/2022\/03\/blog_The-Business-Guide-on-Data-Migration-to-Salesforce-CPQ-1.jpg\" alt=\"\" width=\"489\" height=\"259\" srcset=\"https:\/\/www.forsysinc.com\/blog\/wp-content\/uploads\/2022\/03\/blog_The-Business-Guide-on-Data-Migration-to-Salesforce-CPQ-1.jpg 960w, https:\/\/www.forsysinc.com\/blog\/wp-content\/uploads\/2022\/03\/blog_The-Business-Guide-on-Data-Migration-to-Salesforce-CPQ-1-300x159.jpg 300w, https:\/\/www.forsysinc.com\/blog\/wp-content\/uploads\/2022\/03\/blog_The-Business-Guide-on-Data-Migration-to-Salesforce-CPQ-1-768x406.jpg 768w, https:\/\/www.forsysinc.com\/blog\/wp-content\/uploads\/2022\/03\/blog_The-Business-Guide-on-Data-Migration-to-Salesforce-CPQ-1-113x60.jpg 113w\" sizes=\"(max-width: 489px) 100vw, 489px\" \/><\/figure>\n<\/div>\n<p><\/p>\n<p><span style=\"font-weight: 400;\">Paying adequate attention to the&nbsp;<\/span><a href=\"https:\/\/www.forsysinc.com\/cpq-services\" target=\"_blank\">Salesforce CPQ<\/a><span style=\"font-weight: 400;\">&nbsp;implementation is critical to ensuring that data and functionality across Products, Opportunities, Assets, Contracts and other object data are migrated properly. To maintain the sanctity of data, functionalities, and records, changes need to be accounted for in the core objects that impact business processes.<\/span><\/p>\n<p><\/p>\n<p>Based on our experience as a <a href=\"https:\/\/forsysinc.com\/salesforce-lp\/\" target=\"_blank\" rel=\"noopener\">full-solution Systems Integration Partner for Salesforce<\/a>, when implementing CPQ, the \u2018right\u2019 approach to data migration makes all the difference. The below-mentioned migration methodology has helped all our clients to achieve success in their migration endeavours during Salesforce CPQ implementation.<\/p>\n<p><\/p>\n<p>Tried and tested data migration methodologies for Salesforce CPQ include:<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Moving master data between environments<\/strong><\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">This approach focuses on moving changes between environments to eventually deploy the master data in the production environment. Here the master data is tested, moved to the business testing phase, and then finally deployed in the production stage.&nbsp;<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Migrating Legacy Data<\/strong><\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">Here, the legacy data is moved from the old system to the new system. The success of this methodology is reliant on the <span style=\"font-weight: 400;\">following <\/span>prerequisites:<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li style=\"list-style-type: none;\">\n<ul class=\"two-more\">\n<li>Perform data analysis of the existing data &amp; identify the exceptions, if any<\/li>\n<li>Ensure the data confirms to the new processes<\/li>\n<li>Make sure data quality metrics are identified and impacts are considered<\/li>\n<li>Data model changes need to be accounted for in core objects<\/li>\n<li>All dependencies are migrated with the data<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">Diligently performing the data analysis and data model changes will lead to a successful and 100% data migration. Review one such <a href=\"https:\/\/www.forsysinc.com\/embed\/100-data-migration-from-multiple-cms-to-conga-with-flodata-for-a-prestigious-private-jet-company\">data migration case study<\/a> performed by Forsys for a private aviation company.<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Data Mapping and Transformation<\/strong><\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">This approach comprises the process of matching the data fields\/points in the old system with <span style=\"font-weight: 400;\">those in<\/span> the new system. Here, ETL tools are used to bridge the difference between two systems\/data models and to enable correct movement from the source to the destination database.&nbsp;<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Slicing and Dicing the Data to Build Repeatable Processes&nbsp;<\/strong><\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">It refers to a systematic method of curtailing a complete data set into smaller chunks to gain in-depth understanding and enable analysis from different viewpoints. Slicing and dicing are integral to data analysis and building repeatable processes.<\/p>\n<p><\/p>\n<p class=\"one-more\">We suggest including logic in the table mapping to ensure everything stays in one place. Also, take notes on the deployment to have a step-by-step process ready during production when tables need to be imported in a particular order.<\/p>\n<p><\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Data validation<\/strong><\/li>\n<\/ul>\n<p><\/p>\n<p class=\"one-more\">Testing and validating the data before migration helps in understanding how the data will flow to the new system and <span style=\"font-weight: 400;\">identifies <\/span> pre-existing issues in the data\/flows.<\/p>\n<p><\/p>\n<p class=\"one-more\">Speaking from an expert standpoint of executing 200+ engagements in Salesforce CPQ, Billing, Order Management, CRM, CLM, Revenue &amp; Digital Commerce across industries, the use of the in-house bolt-on solution, <a href=\"https:\/\/flodata.io\/\">FloData<\/a>, has helped customers to undertake the transition with minimal risk of disruption or inaccuracies.<\/p>\n<p><\/p>\n<p class=\"one-more\">Advantages of using FloData include:<\/p>\n<p><\/p>\n<ul class=\"two-more wp-block-list\">\n<li>Convert data pipelines along with source-target mappings.<\/li>\n<li>Transport transformation logic from legacy databases.<\/li>\n<li>Leverage the power of pre-built connectors for every data source.<\/li>\n<li>Automated data integration pipelines with standardized schemas.<\/li>\n<li>Deploy and operationalize integrations in the cloud or on-prem or on both.<\/li>\n<\/ul>\n<p><\/p>\n<p>Considering that <a href=\"https:\/\/www.salesforce.org\/blog\/data-migration-hard\/\">data migration can consume as much as 60% of the total labor<\/a> during Salesforce deployment, the steps we follow when migrating data during Salesforce CPQ implementation include:<\/p>\n<p><\/p>\n<ul class=\"two-more wp-block-list\">\n<li>Disable the CPQ triggers before implementation.&nbsp;<\/li>\n<li>Source and destination environments have the same version of the Managed package configured.<\/li>\n<li>Global picklist values coincide in the source and destination environments.<\/li>\n<li><span style=\"font-weight: 400;\">Clean the data in the source and destination orgs to identify and remove any redundant data.<\/span><\/li>\n<li>If Multi-Currency is used, enable it in the destination organization and ensure that the currency ISO codes match.<\/li>\n<li>Enable Standard Price Book as active in the Salesforce destination organization.&nbsp;<\/li>\n<li>Decide and confirm the deployment order of the data sets.&nbsp;<\/li>\n<li>Enable the price rules as active only after completing deployment.&nbsp;<\/li>\n<li>Re-enable triggers in the destination org post-installation.&nbsp;<\/li>\n<li>Run post-migration scripts to find and resolve issues.<\/li>\n<\/ul>\n<p><\/p>\n<p>To get more insights into Salesforce CPQ data migration tips and how to do it in real-time, <a href=\"https:\/\/www.salesforce.com\/video\/1770829\/\">watch the video<\/a>.&nbsp;<\/p>\n<p><\/p>\n<p><strong>About Forsys&nbsp;<\/strong><\/p>\n<p><\/p>\n<p><span style=\"font-weight: 400;\">Forsys is a leading <\/span><a href=\"https:\/\/www.forsysinc.com\/salesforce\"><span style=\"font-weight: 400;\">Salesforce partner<\/span><\/a><span style=\"font-weight: 400;\"> with expertise in <\/span><span style=\"font-weight: 400;\">designing, implementing, and driving transformational experiences harnessing Salesforce technology. <\/span><span style=\"font-weight: 400;\">Our joint solutions enable businesses to <\/span><span style=\"font-weight: 400;\">deliver engaging, personalized, and memorable experiences across the customer journey. <\/span><span style=\"font-weight: 400;\">Our experience in <\/span><span style=\"font-weight: 400;\">200+ Salesforce engagements is backed by deep industry insight, proven customer solutions experience, and Salesforce know-how.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To deep dive into our Salesforce expertise and how our solutions offer a 1:1 customer experience at scale, <\/span><a href=\"https:\/\/forsysinc.com\/contact\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">talk to our experts<\/span><\/a><span style=\"font-weight: 400;\">.&nbsp;<\/span><\/p>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Paying adequate attention to the&nbsp;Salesforce CPQ&nbsp;implementation is critical to ensuring that data and functionality across Products, Opportunities, Assets, Contracts and other object data are migrated properly. To maintain the sanctity &hellip; <\/p>\n","protected":false},"author":1,"featured_media":581,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[105,97,74,101],"tags":[],"class_list":["post-567","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","category-cpq","category-data-integrations","category-salesforce","latest_post"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/posts\/567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/comments?post=567"}],"version-history":[{"count":39,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/posts\/567\/revisions"}],"predecessor-version":[{"id":5409,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/posts\/567\/revisions\/5409"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/media\/581"}],"wp:attachment":[{"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/media?parent=567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/categories?post=567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.forsysinc.com\/blog\/wp-json\/wp\/v2\/tags?post=567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}