Our company has been using Salesforce for a specific sales operation that is now outdated. We’re transitioning to a new sales strategy with different requirements and need to adapt our current Salesforce workflow, which still has all the existing fields, objects, and data related to the old operation.
What are our options for repurposing Salesforce for a new sales operation assuming we can't delete everything?
7 risposte
Hello @David T in fact those are 2 valid options, depending on your data / process differences between current and future situations :
- with a new org, you will start from scratch, and you will need to setup again all basic features, and groups, and reimport users when done, with proper ownership on data, but the transition from one model to another one will be simpler, more straight-forward, as your current model will be completely changed, and relevant data will be worked and inserted in the new org. You would need a first import of data, and some update actions near the switch.
- with your current org, you will have to handle a transition phase, with data to insert / process to work within an org being used. That is trickier and can bring confusion if you need to catch up on data quality (if you duplicate data while doing it you will have false reports, and risk triggering multiple automatism on equivalent data). If the data is going to be lightly enriched / changed, you would be able to do it, and handle the display differences with recordtypes / layout assignments / dynamic form visibility conditions.
Hope it will help
Eric
