Migrating from Salesforce CPQ to Revenue Management RCA? Here’s what you need to know.
1. Preparation for Migration
– Assess your current Salesforce CPQ setup to ensure all data and customizations are accurately documented.
– Identify key stakeholders and resources needed to facilitate a smooth transition process.
2. Data Mapping and Cleansing
– Map out current CPQ data fields to corresponding fields within Revenue Management RCA.
– Conduct a thorough data cleansing exercise to remove outdated or irrelevant data, ensuring high data quality.
3. Testing and Validation
– Develop comprehensive test plans to cover all potential scenarios and use cases in Revenue Management RCA.
– Involve end-users in testing phases to identify any gaps or issues that may not be immediately apparent.
A successful migration involves careful planning, rigorous testing, and continuous user engagement. Stay proactive in addressing concerns to make the best of Revenue Management RCA.
You can read it here: https://sfdc.blog/rlKxH
Source from salesforceben(dot)com