Another one of the most common problems on our list is not reviewing workflows.
If previous workflows or triggers are still active, you might end up sending unwanted emails to your members. This means, there might be certain triggers in your system that fires emails to your real customers or any other unwanted activity. So, make sure that you disable them one by one.
If you don’t disable the active triggers, it might hamper the progress of your migration process. You wouldn’t want to send irrelevant emails that neither benefits you nor your customers. Right? Therefore, review your workflows and disable any active workflow before importing data to prevent troublesome consequences on your real-time customers.
Review Workflows
Additionally, check if past validation rules demand any changes for further process. Review your workflows and any uncustomized work that you might have done. Make sure that it follows the new guidelines, and then proceed to transfer data to your target system.
We hope you enjoyed reading this short blog. If so, make sure to check the rest of the blog series for more helpful tips on data migration.
Free eBook
12 Effective PSA Dashboards for Your Business
This eBook Will Cover
- Benefits of using PSA Dashboards for organizations.
- How Certinia PSA addresses the typical reporting challenges faced by boards.
- Step-by-step process to create a report in Certinia PSA.
- Learn about Certinia PSA Dashboards: Overview, Best Practices, and 12 PSA Dashboards.
