Skip to main content

Hi Everyone,

We are currently evaluating a significant change to our Salesforce data model and would appreciate guidance from anyone who has implemented a similar solution in a large enterprise environment.

Current Situation

The Account object is our primary master data entity.

 Looking for Experience and Best Practices: Splitting Salesforce Account into Separate Business Entities (Commercial Account vs Legal Entity) 

If your organisation has implemented a similar transformation, we would greatly appreciate insights on:

  1. Recommended target architecture.
  2. Expected level of effort.
  3. Biggest implementation risks.
  4. Business processes that were unexpectedly impacted.
  5. Integration challenges discovered after design.
  6. Impact on CPQ, contracts, billing, and reporting.
  7. Data migration strategy and lessons learned.
  8. Account Hierarchy Impact  

    How did the change affect:

    • Parent Account hierarchies
    • Rollup reporting
    • Account Teams
    • Territory Management
    • Enterprise Account structure
  9. How were Opportunities handled?  

    Did Opportunities relate to:

    • Commercial Account
    • Legal Entity

Any reference architectures, lessons learned, implementation patterns, anti-patterns, or best practices would be extremely valuable.

Thank you in advance for sharing your experience and recommendations. 

 

#Answers #Salesforce Admin #Sales Cloud

0/9000