You need to migrate both active and historical customer dat
Answer(s): B
A phased migration approach, where specific subsets of data (both active and historical customer data) are migrated in stages, balances efficiency and minimal disruption. This strategy allows continuous operation of both legacy and new systems during the transition phase, minimizing downtime and service interruptions. It also provides opportunities to address issues on a smaller scale before they affect the entire dataset.
https://help.salesforce.com/articleView?id=data_migration_strategies.htm
Your data includes duplicate records across legacy systems. Which tool helps prevent duplicate creation in Salesforce?
Answer(s): D
To prevent the creation of duplicate records in Salesforce during data migration from legacy systems, several tools and features should be employed in concert:A: Matching rules help define the criteria for identifying duplicates. B: Data Import Wizard includes settings to prevent duplicates during the import process. C: Workflow Rules can be configured to automatically trigger deduplication logic when specific conditions are met.Using these tools together enhances the prevention of duplicates, ensuring better data quality and integrity post-migration.
https://help.salesforce.com/articleView?id=data_importer_preventing_duplicates.htm
You need to validate data migration accuracy and completeness. Which tool assists with this process?
Several tools assist in validating data migration accuracy and completeness:A: Salesforce Reports and Dashboards enable comparisons of data metrics between the legacy system and Salesforce.B: Data Compare tools like Informatica PowerCenter provide deep analysis capabilities for identifying discrepancies and integrity issues.C: Validation Rules within Salesforce ensure that incoming data adheres to specific formats and constraints, preventing incorrect data entries.Employing these tools collectively ensures a thorough validation process for migrated data, securing data integrity and accuracy.
https://help.salesforce.com/articleView?id=reports_dashboards_overview.htm
Your migration plan includes transferring agent performance dat
To accommodate agent performance data within Salesforce, creating custom objects specifically designed to track such metrics is the most suitable approach. Custom objects allow for the flexible design of data structures that can specifically cater to the unique requirements of tracking agent performance, such as productivity, customer feedback scores, and other relevant KPIs. This flexibility ensures that all pertinent data can be captured and analyzed effectively within Salesforce.
https://help.salesforce.com/articleView?id=sf.customobjects_overview.htm
You need to migrate complex workflows from your legacy system. Which tool facilitates this?
Depending on the complexity and requirements of the legacy workflows, you can utilize Process Builder for simple automation, Flow Builder for more intricate logic and integrations, or Apex code for custom scripting of advanced functionalities. Choose the tool that best suits the specific workflow you`re migrating.
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