Veeva TM2.0 retirement

Auch wenn das Lebensende von TM1.0 von Salesforce auf Juni 2021 verschoben wurde (Link & Link) muß trotzdem jede Veeva Org bis zu diesem Zeitpunkt auf das neue / aktuelle Salesforce TM2.0 umgestellt sein.

Veeva hat allen Kunden bereits eine erste Analyse bereitgestellt, was der „Impact“ und potentiell Aufwand der Umstellung wäre. Das war aber erstmal nur eine automatische „Meta-Data-Analyse“ der Veeva Org (plastisch gesprochen wurde im Code geschaut, wo werden Felder mit „Terri“ im Namen genutzt). Sprich: da ist noch keine Analyse erfolgt, was wirklich gemacht werden muß.

Veeva ist ab Januar 2020 TM2.0 ready (auf PROD) … und dann muß bis Juni 2021 umgestellt werden. Es bleiben also 18 Monate Zeitfenster für die Umstellung.

Die Umstellung

Zuerst noch die schlechte Nachricht: die „Full Sandbox for free“ für die Umstellung gibt es leider nicht mehr.

Wie kann nun die Umstellung durchgeführt werden? In jedem Fall wird es ein kleines Projekt sein: denn es geht hier um die Anpassung von:

  • Data loads / data migration
  • Customizations, etc.
  • Reports
  • Account Pages
  • Sharing Rules
  • Integrations

In jedem Fall müssen also einige Dinge schon vorbereitet werden … bevor die eigentliche Org auf TM2.0 umgestellt werden kann um dann die Territory-Daten zu laden.

Darüber hinaus hat auch Salesforce ein Tool für die Migration bereitstellt … welches wohl aber auch noch ein paar Bugs hat.

Wichtig dabei ist auch die Frage, wie man die Umstellung an einem Wochenende hin bekommt, denn die Umstellung erfordert eine Downtime.

Reference: Die Knowledge-Base von Veeva zum Thema 2.0 findet sich hier. Dort wird Veeva auch eine step-by-step Anleitung veröffentlichen (nächste Woche).

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