Legacy data migration

Data migration is the process of moving data from one system to another. Migrating legacy data to Salesforce CPQ has a few prerequisites to ensure that all dependencies are migrated accordingly. For example, if you are migrating a contract, the dependencies to the account and the initial opportunity need to be migrated before migrating contract data. If the account already exists in your Salesforce instance, then you will need to map the relevant properties to the Salesforce objects to auto-populate the account fields when you migrate the contract. While migrating, make sure that the field API values are not changed.

Data migrations need to be performed in a full sandbox for business validation and regression testing. Make sure that the test scenarios include historical data, new data, and in-progress (in-flight) data. Once the business validates and provides a sign-off, the same migration can be performed in production. When you have large historical data...