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Four Best Practices for Migrating to Veeva CRM Territory Management 2.0

Beginning in summer 2021, Salesforce will retire Territory Management 1.0 (TM 1.0), the data model that manages field territories and accounts in Veeva CRM.

The impact of this migration will depend on the amount of data, custom fields and objects, custom code, reports, and integrations in your environment will impact the complexity of the migration. You can get started by reviewing the free Veeva migration assessment that was already provided to your Veeva CRM org. We recommend all customers contact their account executive to discuss engaging Veeva Professional Services, or reach out to your preferred Systems Integrator as soon as possible.

Here are four best practices to ensure a smooth Territory Management 2.0 (TM 2.0) migration.

1. Create a plan and involve the right people

Set a go-live date, and work backwards from that goal. Consider who to involve as an owner, and who should be informed of the change. Include the right people who are familiar with administration of your CRM org, integrations, data migration, and remediation. Be sure to include this migration process in your normal CRM governance process. We recommend that customers plan to migrate well before the June 2021 deadline to avoid issues.

2. Leverage the Veeva resources

Veeva has compiled many resources to help customers with this migration process. In addition to the free organization assessment that helps customers understand what needs to be remediated, our support area offers a detailed gap analysis between TM 1.0 and TM 2.0, and a data migration guide that walks customers through the step-by-step process to migrate the data.

The Veeva team is ready to help you and make the migration to TM 2.0 a success.

3. Consider reports, integrations, and customizations before migration

To migrate to TM 2.0, customers will need to take the data that existed in the TM 1.0 model and reload it into the TM 2.0 objects. Things to consider during this process include:

  • Reports: Run a query on your reports that haven’t been used in the past six months and delete them so that you only migrate active reports. Customers are finding lots of benefits to cleaning up reports that haven’t been used in a while.
  • Integrations: Evaluate all your integrations to understand which ones will be impacted. Ensure your plan has enough time for thorough integration testing and impact on downstream systems.
  • Customizations: Custom code that touches TM 1.0 will need to be considered when migrating to the new model. Global Account Search is one common customization that requires an upgrade. Veeva Professional Services offers a new managed package called Org Wide Account Search that is both TM 2.0 and Lightning enabled.

Veeva Commercial Cloud products connected to Veeva CRM are already TM 2.0 compliant, a result of Veeva’s major investment in TM 2.0 over the past 3 years. Veeva Align manages the entire CRM data migration step by automatically pushing TM 2.0 data to Veeva CRM once TM 2.0 is enabled. Veeva Nitro will identify the data model change, add the new object model, and import data automatically from Veeva CRM once TM 2.0 is enabled.

4. Create migration plan and back-ups

Establish a blackout period where you can ensure business continuity. Most customers require one to two days to complete the production migration, so over a weekend is recommended. Ensure that you back-up your data before the migration, and open a case with Veeva support one to two weeks in advance to let them know when you are planning to migrate. Veeva and Salesforce will support the migration, and Veeva will coordinate activities with Salesforce on your behalf.

Veeva has been investing in product, customer success, and services to help customers with the migration to ensure business continuity. The Veeva Professional Services team is offering reduced rates to customers who engage Veeva for TM 2.0 migration support in 2020.

For more technical resources on how to migrate, please visit our support page with step by step how-tos, migration documentation, and gap analyses. Or contact your account executive to start the process.

Interested in learning more about how Veeva can help?