File Migration Strategy

GENERAL OVERVIEW

In Salesforce we have a fixed structure for managing documents based on the Document and Document Version data tables which are connected to the Account, Contact and Opportunity objects.

In Sharepoint we have a flat folder structure for managing documents that are linked to Salesforce records.

• A directory in Sharepoint is configured specifically for Salesforce use.

• Each Document Version Record has its own folder which will link to the a component in Salesforce where a file can be viewed and uploaded.

• In Salesforce we combine files from Document Version folders so that all files can be viewed from the parent Document record.

FOLDER NAMING

Folder naming needs to align with attributes on the records in Salesforce, which creates a challenge when setting up the folders before data migration has been completed.

To support an efficient data and file migration process:

• We will have an External ID field on the related parent record (Account, Contact or Opportunity) which is populated with the ID of the corresponding record from FlowLogic.

• We will have a standard Salesforce ID which will be available on all Account, Contact and Opportunity records.

• Sharepoint Folder Name is a formula field on Document records with logic to the effect: IF((External_ID__c != NULL, External_ID__c & ' - ' & Document_Type__c, Salesforce ID & ' - ' & Document_Type__c)

TESTING

• We need some sample records in FlowLogic to manually move into Salesforce to test our migration strategy.

• Document and Document Version records will be created as part of the test migration process.

• We potentially need the Microsoft partners to create folders for us based on a list of External IDs that we provide for them out of FlowLogic.

• We need to validate that we can accurately create Document and Document Version records with the data migration process - we need Document Type, External ID and related parent record (Account, Contact or Opportunity) to be accurately identified in the data.

RELEVANT DOCUMENTS

DELIVERY TIMELINE