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Salesforce orgs audit

Published by admin
05 February 2018
Salesforce
Professional Services

Goals and tasks 

  • Perform full system audit about Salesforce orgs to merge including data model, validation rules, workflow rules, packages installed, licenses available, storage, data usage;
  • Gather information about data mapping and fields mapping;
  • Develop comprehensive data migration plan which includes initial migration and delta migration;
  • Develop data transformations using Pentaho Data Integration suite to be able to conduct export, all transformations and import required for full and delta migration during 48 hours (1 weekend);
  • Perform test data migration to Full sandbox;
  • Perform production data migration;
  • Perform quality assurance and issues fixes without PROD system interruptions for more than 2 hours during non-business hours.

Result 

  • Reduced production system outage to 2 weekends with actual systems freeze not more than 4 hours;
  • Migrated User, Account, Contact, Lead, Opportunity, Campaign, Case and all related standard objects (including Attachments and Notes);
  • Reduced amount of duplicates and data quality for custom fields and picklists;
  • Minimized inconvenience for end-users because of CRM systems merge.

Advantages of JET BI 

  • 20+ Products successfully designed, developed and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s own product (Advantage for Salesforce) already listed on AppExchange;
  • All-In-One Product Development Service provider. 70+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile apps development;
  • Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended best-practices for development on Salesforce platform at your hand;
  • Highest quality and security. JET BI core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
  • AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, trialforce setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with #1 Sales automation tool in the world;
  • Industry-specific and 3rd party systems integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Services Lightning. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
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JET BI TEAM
  • 1 System Admin
  • 1 QA engineer
  • 1 Project Manager
TECHNOLOGIES
  • Salesforce Data Loader
  • Pentaho Data Integration
PROJECT TIMELINE
  • 6 weeks
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