The amazing @Anne Crawford posted an amazing blog series on The Good, The Bad, & The Ugly of #NPSP3 Upgrade. It has some awesome info on identifying when your upgrade will be easy or hard, go check it out.
@Nonprofit and Education MindShare
Part 1: The Good - Upgrading to Salesforce NPSP 3.0 & Household Account Model Conversions
6 条评论
Question @Anne Crawford : In this article, when you're talking about the steps to ensure your data is ready for the Household Conversion, are you saying those steps should be taken AFTER the NPSP 3.x upgrade tool is run?
Some of what you describe seems to apply to checking my 2.x model, and sometimes it seems to be talking about after the 3.x upgrade but before running the household account conversion utility.