Overview

ACME's Managed Package solution and the Next Generation Integration (powered by Workato) utilize some different fields and objects. With the new integration, we sought to use as many standard objects and fields as possible. When switching from the Managed Package to the Next Generation Integration, a migration of data is necessary. This migration is recommended because:


  1. Each integration uses slightly different fields as the primary key (the field used to match up records between each system). Migrating the data ensures that no dupes are made in either system.
  2. Your reporting stays clean. If data is migrated and all records, historical and new, utilize the same fields then you can build consistent reports instead of having reports for data that was created by the Managed Package vs created by the Next-Gen integration.




Objects and Fields to Migrate - NPSP

This spreadsheet details for each object where the data needs to be migrated to prior to launching the Next-Gen Integration. We recommend the following steps:

  1. Install the unmanaged package and complete the integration set-up in your Salesforce environment
  2. Turn off the Managed Package integration solution, making note of the date
  3. Complete data migration of historical data into the new objects
  4. ACME will activate the next-gen integration when you are ready, and data from the date of step 2 above, will begin to flow
  5. Complete any testing needed before completing steps 1-4 in Production


Objects and Fields to Migrate - NPC

This spreadsheet details for each object where the data needs to be migrated to prior to launching the Next-Gen Integration. We recommend the following steps:

  1. Install the unmanaged package and complete the integration set-up in your Salesforce environment
  2. Turn off the Managed Package integration solution, making note of the date 
  3. Complete data migration of historical data into the new objects
  4. ACME will activate the next-gen integration when you are ready, and data from the date of step 2 above, will begin to flow
  5. Complete any testing needed before completing steps 1-4 in Production