Hello. I centrally manage Salesforce databases for our Affiliates (each has its own org), and there are approximately 40 of them that are still on the 1-to-1 Model. I want to update everyone's databases and convert them to the Household Account Model. Most of these would have years' worth of data and also a large amount of customization (we use a managed package as well). In reading more about the Conversion Tool, I am wondering if doing an org swap for each one would be easier. This would allow for a fresh start and the most complex part would just be importing the previous data. Does anyone have any recommendations on whether an Org Swap would be a better option than the Conversion Tool? Any experience or best practices would be appreciated!
#Household Accounts #Org Swap #Account Model
@Collaborative CRM Platform
I have done a number of in-place conversions, each was different. Some had data problems like two first names in the first name field. I did the conversion in steps and did every step in a partial copy sandbox first. Hope this helps... Bob