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:
- Recommended target architecture.
- Expected level of effort.
- Biggest implementation risks.
- Business processes that were unexpectedly impacted.
- Integration challenges discovered after design.
- Impact on CPQ, contracts, billing, and reporting.
- Data migration strategy and lessons learned.
- Account Hierarchy Impact How did the change affect:
- Parent Account hierarchies
- Rollup reporting
- Account Teams
- Territory Management
- Enterprise Account structure
- 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.
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