StarterPak: Dynamics CRM To Salesforce Migration. Version 1.0

Transcription

1 StarterPak: Dynamics CRM T Salesfrce Migratin Versin 1.0 9/3/2015

2 Imprtant Ntice N part f this publicatin may be reprduced, stred in a retrieval system, r transmitted in any frm r by any means, phtcpying, recrding, r therwise, withut prir written cnsent f Scribe Sftware Crpratin. N patent liability is assumed with respect t the use f the infrmatin cntained herein. While every precautin has been taken in the preparatin f this bk, Scribe Sftware Crpratin assumes n respnsibility fr errrs r missins. This publicatin and features described herein are subject t change withut ntice. Scribe Sftware Crpratin makes n representatins r warranties, either expressed r implied, by r with respect t anything in this manual, and shall nt be liable fr any implied warranties f merchantability r fitness fr a particular purpse r fr any indirect, special r cnsequential damages. Disclaimer The names f cmpanies, prducts, peple, and/r data used in windw illustratins and sample utput are fictitius and are in n way intended t represent any real individual, cmpany, prduct, r event, unless therwise nted. Trademarks Scribe Online is a trademark f Scribe Sftware Crpratin. All ther prducts r services mentined in this dcument are identified by the trademarks r service marks f their respective cmpanies r rganizatins. Scribe Sftware Crpratin disclaims any respnsibility fr specifying which marks are wned by which cmpanies r rganizatins. Publishing Infrmatin Scribe Sftware Crpratin. All rights reserved. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

3 Cntents Dynamics CRM T Salesfrce Migratin 1 Abut The StarterPak 2 StarterPak Cntents 3 Requirements 4 Using A Scribe Online Clud Agent 5 Supprted Dynamics CRM Versins 5 Preparing The StarterPak 6 Expse Additinal Salesfrce Fields 7 Cnfiguring The Scribe Online Cnnectins 9 Cnfigure The Salesfrce Cnnectin 9 Cnfigure The Dynamics CRM Cnnectin 9 Cnfiguring The Scribe Online Slutins 10 Review CSV Files 11 Maps With Required Edits 11 Users 12 User Maps 13 Leads 15 Accunts 16 Cntacts 17 Prducts And Pricing 19 Required Map Edits 20 Transactins 21 Ntes And Attachments 23 Versin 1.0 Cntents - i -

4 Activities 24 Map Prcessing Order 26 Dependencies 27 StarterPak Maps 29 User Maps 29 Accunt Maps 29 Cntact Maps 29 Lead Maps 29 Prduct And Pricing Maps 30 Transactin Maps 30 Activities Maps 31 Ntes And Attachment Maps 31 Additinal Ntes And Knwn Issues 33 Custmize Maps 33 Reprcessing Recrds 33 Errrs Examples 34 SF User Update Map 34 CRM - SF Opprtunity Maps 34 StarterPak: Dynamics CRM T Salesfrce Migratin Versin ii -

5 Dynamics CRM T Salesfrce Migratin Dynamics CRM T Salesfrce Migratin Welcme t Scribe s Dynamics CRM t Salesfrce StarterPak, which encmpasses Users, Accunts, Leads, Cntacts, Prducts, Pricing, Opprtunities, and Qutes. This StarterPak includes Ntes, Attachments, Events/Appintments, and Tasks, and prvides a starting pint fr migrating data frm Dynamics CRM t Salesfrce. The StarterPak des nt supprt the Salesfrce Grup r Dynamics CRM Team cncepts. All recrds are wned by a single user. The default behavir f this StarterPak is t prcess all recrds n each executin f the StarterPak maps. T limit the recrds that are prcessed as part f yur migratin, add a date filter t the maps that yu use. Maps in this StarterPak are built using sample data and must be mdified fr yur specific business needs. Review each map carefully and mdify them as needed. Cmments in the blcks and the frmula fields in the maps prvide infrmatin abut ptins fr setting varius values. This StarterPak is flexible and extendable. T prvide supprt fr a variety f migratin appraches, mst f the included entities have a Create map and an Upsert map, which achieve the same end result. Fr example: Create Maps Prvide the best perfrmance when yu initially lad a large data set f Accunts frm Dynamics CRM int Salesfrce. Upsert Maps Perfrm incremental lads f Accunts as yur users cntinue t wrk in Dynamics CRM. Use the Create maps, the Upsert maps, r a cmbinatin f bth, whichever best suits yur migratin prject. When creating recrds in Salesfrce the GUID f the crrespnding Dynamics CRM recrd is written t the ScribeExternalId field. Where pssible the ID f the Salesfrce recrd created is written back t the ScribeExternalId field f the riginating recrd in Dynamics CRM. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin - 1 -

6 Dynamics CRM T Salesfrce Migratin Abut The StarterPak This StarterPak migrates Users, Accunts, Leads, Cntacts, Prducts, Pricing, Qutes, and Opprtunities frm Dynamics CRM t Salesfrce as shwn: StarterPak: Dynamics CRM T Salesfrce Migratin This StarterPak is available as a dwnladable ZIP file, ScribeStarterPak-CRM-t- Salesfrce-Migratin_v1_0.zip. Yu can dwnlad this file frm the Scribe Dwnlads page. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

7 Dynamics CRM T Salesfrce Migratin StarterPak Cntents The StarterPak includes: SalesfrceUnmanagedPackageLink.txt A link t an unmanaged package that creates the ScribeExternalId fr the fllwing entities: Accunt Cntact Lead Prduct Qute Opprtunity User Managed packages fr Dynamics CRM that create a new custm field, ScribeExternalId, fr the fllwing entities: Accunt Cntact Lead Prduct Qute Opprtunity User This StarterPak uses the ScribeExternalId t stre the crrespnding keys frm each applicatin. By default, this field des nt display n the Dynamics CRM frm r the Salesfrce Layuts. As f the Dynamics CRM Spring 2014/SP1 release, imprting a custm slutin that cntains edits fr the Lead, Cntact, r Accunt entity causes warning messages t ccur because the Duplicate Detectin Rules were unpublished by the imprt. T use these rules, set them back t published t reactivate them. Sample CSV files fr transfrming varius fields between Dynamics CRM and Salesfrce. Sample text files fr extracting User infrmatin frm Dynamics CRM and Salesfrce. Sample CSV file fr uplading Dynamics CRM user GUIDs t Salesfrce. Scribe Online XML files cntaining the mappings frm Dynamics CRM t Salesfrce. This StarterPak prvides eight primary functins, each cntained in an XML file that includes a unique set f maps. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin - 3 -

8 Dynamics CRM T Salesfrce Migratin Functins Users Accunts Cntacts Leads Prducts and Pricing Transactins Activities Ntes Attachments XML File CRM-SF Users.xml CRM-SF Accunts.xml CRM-SF Cntacts.xml CRM-SF Leads.xml CRM-SF Prducts & Pricing.xml CRM-SF Transactins.xml CRM-SF Activities.xml CRM-SF Ntes & Attachments.xml Requirements In additin t the StarterPak, yur site needs: A trial r paid subscriptin t Scribe Online Integratin Services (IS) r the Scribe Online Migratin Services (MS). Access t a Salesfrce Organizatin. Qute mdule in Salesfrce must be enabled. A Salesfrce user with apprpriate credentials and permissins t: Imprt unmanaged packages Edit page layuts Create and update the entities int which the StarterPak migrates Access t a Dynamics CRM Organizatin. This StarterPak was designed and tested using a trial Spring 2015 Dynamics CRM Online Organizatin. A Dynamics CRM user with apprpriate credentials and permissins t: Imprt managed packages Create and update the entities t which the StarterPak migrates A Scribe Online On-Premise Agent. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

9 Dynamics CRM T Salesfrce Migratin Using A Scribe Online Clud Agent Sme maps use the CSVLOOKUPVALUE functin, which requires an On-Premise Agent. This functin uses CSV files, which must be lcated n the system where the On-Premise Agent is stred. T use a Scribe Online Clud Agent with this StarterPak: Create Lkup Tables frm the data in the CSV files. Replace the CSVLOOKUPVALUE functins with a LOOKUPTABLE functin. Supprted Dynamics CRM Versins The fllwing versins f Dynamics CRM are supprted: Dynamics CRM Online Dynamics CRM 2015 On Premise Dynamics CRM 2013 On Premise Dynamics CRM 2011 On Premise Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin - 5 -

10 Preparing The StarterPak Preparing The StarterPak This sectin describes the steps required t prepare and custmize Dynamics CRM and Salesfrce, extract files frm the.zip file, and cnfigure Scribe Online cnnectins. Fr infrmatin n Scribe Online tasks, such as cnfiguring surce and target cnnectins and using Scribe Online, see the Scribe Online Help Center. Unzip nly the ScribeStarterPak-CRM-t-Salesfrce-Migratin_v1_ 0.zip file. D nt unzip the Scribe Online CRM Slutin files cntained in this file. T prepare the StarterPak fr use: 1. Dwnlad the ScribeStarterPak-CRM-t-Salesfrce-Migratin_v1_0.zip file. 2. Extract the files t a lcatin that can be accessed by Scribe Online. 3. Verify which versin f Dynamics CRM yu are using. Yu must select the apprpriate managed.zip file t imprt based n the versin f Dynamics CRM. 4. Install the Dynamics CRM Custm Slutin by lgging int yur Dynamics CRM Organizatin and imprting ne f the fllwing managed.zip files: Fr Dynamics CRM 2015 On Premise r Dynamics CRM Online brwse t the..\crm 2015 OnPremise - CRM Online\ directry and select ScribeSlutinfrCRM2015OnPremiseAndCRMOnline_1_0_0_ managed.zip. Fr Dynamics CRM 2011 r 2013 brwse t the..\crm CRM 2013\ directry and select ScribeSlutinfrCRM2011AndCRM2013_1_0_0_ managed.zip. 5. Install the Salesfrce package by ding ne f the fllwing: Click Install Salesfrce Package t start the Salesfrce Package Installatin. Open the SalesfrceUnmanagedPackageLink.txt file that yu just extracted and cpy the link in the text file t yur brwser. Fllw the prmpts t install the package. 6. Cpy the fllwing XML files t a directry under yur Scribe Online installatin, such as..\scribe Sftware\Scribe Online Agent\Maps\: CRM-SF Users.xml CRM-SF Accunts.xml CRM-SF Cntacts.xml CRM-SF Leads.xml CRM-SF Prducts & Pricing.xml CRM-SF Transactins.xml CRM-SF Activities.xml CRM-SF Ntes & Attachments.xml StarterPak: Dynamics CRM T Salesfrce Migratin Versin

11 Preparing The StarterPak Expse Additinal Salesfrce Fields Lead and Cntact maps reference the HasOptedOutOf and HasOptedOutOfBulk fields, which must be expsed n yur Lead and Cntact layuts. T expse the Salesfrce Opt Out fields: 1. In Salesfrce, select Setup > Security Cntrls. 2. Select Field Accessibility. 3. Select Cntact. 4. Select View by Prfiles. 5. Chse the Prfile f the user cnfigured fr yur Scribe Online Salesfrce Cnnectin. Fr example, System Administratr. 6. Select the Field Access ptin next t the Opt Out field. 7. Select the Visible ptin in the fllwing sectins: Field-Level Security Page Layut 8. Save the changes. 9. Repeat these steps fr the same field n the Lead entity in Salesfrce. 10. In Scribe Online, Reset Metadata fr existing Salesfrce Cnnectins. If yu d nt expse the Opt Out field, when yu cnnect the StarterPak maps t yur Scribe Online Salesfrce cnnectin, an errr similar t the fllwing errr ccurs n the dnt and dntbulk target fields: Target field has an invalid frmula: Invalid Field name Fr mre infrmatin, see Managing Cnnectins. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin - 7 -

12 Preparing The StarterPak The Activities maps reference the type field fr tasks, which must be expsed n yur Task layuts. Grant field level security fr Task Type. T expse the Salesfrce Type fields: 1. In Salesfrce, select Setup > Security Cntrls. 2. Select Field Accessibility. 3. Select Task. 4. Select View by Prfiles. 5. Chse the Prfile f the user cnfigured fr yur Scribe Online Salesfrce Cnnectin. Fr example, System Administratr. 6. Select the Field Access ptin next t the Type field. 7. Select the Visible ptin in the fllwing sectins: Field-Level Security Page Layut 8. Save the changes. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

13 Cnfiguring The Scribe Online Cnnectins Cnfiguring The Scribe Online Cnnectins Fr this StarterPak, Scribe recmmends creating yur cnnectins frm the Cnnectins page, because yu must assign these glbal cnnectins t each map. Fr infrmatin, see Adding Cnnectins. Cnfigure The Salesfrce Cnnectin Cnfigure the Salesfrce Cnnectin as described in Scribe Online Cnnectr Fr Salesfrce. Verify that yu have the credentials and permissins t create and update the Salesfrce recrds shwn in the diagram StarterPak: Dynamics CRM T Salesfrce Migratin n page 2. If yu are using an existing Salesfrce Cnnectin, be sure t refresh the metadata as described in Managing Cnnectins. Cnfigure The Dynamics CRM Cnnectin Cnfigure the Dynamics CRM Cnnectin as described in Scribe Online Cnnectr Fr Dynamics CRM. If yu are using an existing Dynamics CRM Cnnectin, refresh the metadata as described in Managing Cnnectins. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin - 9 -

14 Cnfiguring The Scribe Online Slutins Cnfiguring The Scribe Online Slutins After yu create Scribe Online Cnnectins, cnfigure Slutins. This StarterPak is split int eight main functins, each with a unique set f maps. Each f the eight areas cntains multiple maps that yu can implement as required by yur migratin prject. Scribe recmmends: Imprting the maps int separate Slutins, ne fr each XML file prvided. Reviewing the maps yu imprt. Deleting any maps that yu d nt plan t use. The map rder is extremely imprtant. When a Slutin runs, the maps are run in the rder in which they display in the Slutin. Sme maps cntain dependencies n previusly run maps. D nt change the rder f the maps yu enable in the Slutin unless yu understand each map's behavir and dependencies. Fr mre infrmatin, see Map Prcessing Order. 1. Cnfigure Step 1 and Step 2 f the Slutin. See Managing Slutins. 2. On Step 3, Defining a Map, click Imprt, and then brwse t and imprt ne f the XML files that cntains a set f maps required fr this StarterPak: CRM-SF Users.xml CRM-SF Accunts.xml CRM-SF Cntacts.xml CRM-SF Leads.xml CRM-SF Prducts & Pricing.xml CRM-SF Transactins.xml CRM-SF Activities.xml CRM-SF Ntes & Attachments.xml The maps yu imprt shw as Incmplete. 3. Open each map and cnfigure the surce and target cnnectins. Review and mdify the maps t suit yur business needs. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

15 Cnfiguring The Scribe Online Slutins 4. Create a new Slutin fr each f the remaining XML files. After yu cnfigure each map, warnings that appear fr field mappings can be ignred. Yu can include up t 50 maps in a Slutin in Scribe Online. Review CSV Files 1. Navigate t the Samples flder created when the StarterPak zip file was extracted. 2. Review all CSV files cntained in the Samples flder in cnjunctin with the maps that reference them except fr the UserCrssRef.csv file. The UserCrssRef.csv file is reviewed in a later step. 3. Determine which CSV and map files t use fr yur migratin. The files that ship with the StarterPak currently cntain values frm sample Dynamics CRM and Salesfrce systems. Yu must replace the values in the sample csv files with the apprpriate values frm yur Dynamics CRM and Salesfrce systems. Edit the CSV files in the Samples flder befre cpying them t the DataExchange flder. 4. Cpy the CSV files t be used fr yur migratin t the...\scribe Sftware\Scribe Online Agent\DataExchange flder n the cmputer where yur Scribe Online Agent is installed. D nt cpy the UserCrssRef.csv file t the Data Exchange flder at this time. Maps With Required Edits The fllwing maps cntain hard-cded values that must be updated with values frm yur Salesfrce Organizatins. Refer t Required Map Edits n page 20 fr mre infrmatin. CRM Price Level -> SF Price Bk Entry: Create (Standard) CRM Price Level -> SF Price Bk Entry: Update/Insert (Standard) Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

16 Cnfiguring The Scribe Online Slutins Users Users, the wners f recrds in bth Dynamics CRM and Salesfrce, are the fundatin fr all entities requiring an wner. The StarterPak includes ptinal maps fr extracting the systemuserid fr the Dynamics CRM user and the ID fr the Salesfrce user. Yu can then use this infrmatin t ptinally update the crrespnding ScribeExternalId fields in the ppsite system. Yu can use the same maps t generate the UserCrssRef.csv file r yu can create it manually. The UserCrssRef.csv file is required fr setting the wner f recrds in Salesfrce. It prvides a crss reference link between Dynamics CRM and Salesfrce users. This StarterPak presumes that the wning User fr all migrated entities als exists in Salesfrce. Befre perfrming this migratin, verify that all the recrds in yur Dynamics CRM rganizatin are wned by Users that exist in Salesfrce r use the frmula prvided in the maps t designate a default user as shwn belw. Users must be set up manually in Salesfrce and are nt migrated by this StarterPak. Fr each Salesfrce entity that has an wner, the wnerid field cntains the fllwing frmula. //The assumptin is made that all recrds in Dynamics CRM are wned by systemusers that have a crrespnding user in Salesfrce. Salesfrce des nt supprt team wnership. //CSVLOOKUPVALUE("UserCrssRef.csv", "CRM", accunt.wnerid, "SF", True, 1) //In this example, if the CSVLOOKUPVALUE returns NULL, it will set the user t a default user f yur chice. Yu need t replace "INSERT_ID_ HERE" with the ID f the Salesfrce user yu wuld like t use as the default user. IF(ISNULLOREMPTY(CSVLOOKUPVALUE("UserCrssRef.csv", "CRM", accunt.wnerid, "SF", True, 1)), "INSERT_ID_HERE", CSVLOOKUPVALUE ("UserCrssRef.csv", "CRM", accunt.wnerid, "SF", True, 1)) Enter the full 18-character Salesfrce user ID. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

17 Cnfiguring The Scribe Online Slutins User Maps The CRM-SF Users.xml file includes the fllwing maps: SF User t Text CRM User t Text SF User Update Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29. If yu chse t create the UserCrssRef.csv file manually instead f using the maps prvided, any alpha characters in the Dynamics CRM User GUID must be lwercase. T create the UserCrssRef.csv file using the maps prvided: 1. Cpy the fllwing files frm the Samples flder t the..\scribesftware\scribe Online Agent\DataExchange flder: CRM_User.txt SF_User.txt The Samples flder was created when the ScribeStarterPak-CRM-t- Salesfrce-Migratin_v1_0.zip was initially extracted. If yu d nt see the Samples flder, see Preparing The StarterPak n page Create a Text File As Target cnnectin. Fr mre infrmatin, see Cnnecting T Text File As A Target. Create the fllwing entities: SF_User References the SF_User.txt file. CRM_User References the CRM_User_Id.txt file. 3. If yu have nt already dne s: a. Create a Slutin. b. Imprt the CRM-SF Users.xml file. 4. Recnnect the Text maps t use the previusly defined target text cnnectin. 5. Run the SF User t Text map. A text file is created, cntaining the Salesfrce User Names and IDs. 6. Run the CRM User t Text map. A text file is created, cntaining the Dynamics CRM User Names and GUIDs. 7. Edit the UserCrssRef.csv file in the Samples flder t remve the sample IDs that are included in this file. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

18 Cnfiguring The Scribe Online Slutins 8. Fr each User yu want t include in the UserCrssRef.csv file: a. Enter the crrespnding Dynamics CRM GUID frm the CRM_User.txt file. Yu can cpy and paste this GUID frm the file. b. Enter the Salesfrce ID frm the SF_User.txt file. Yu can cpy and paste this ID frm the file. 9. Save the UserCrssRef.csv file. 10. Cpy the UserCrssRef.csv file t yur..\scribe Sftware\Scribe Online Agent\Data Exchange flder. 11. Optinally recnnect the Salesfrce and Dynamics CRM cnnectins and run the SF User Update map. The UserCrssRef.csv file is required and used by dwnstream maps. The SF User Update map is ptinal. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

19 Cnfiguring The Scribe Online Slutins Leads This StarterPak prvides maps fr migrating Dynamics CRM Leads t Salesfrce Leads. Migrating Leads Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29. The CRM-SF Leads.xml file includes the fllwing maps: CRM Open Lead -> SF Uncnverted Lead: Create CRM Open Lead -> SF Uncnverted Lead: Upsert Open leads frm Dynamics CRM are migrated t Salesfrce as uncnverted leads with a status f Nt Cntacted r Wrking-Cntacted. The Lead maps are designed t ppulate the Lead address directly frm the Address1 set f fields n the Lead. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

20 Cnfiguring The Scribe Online Slutins Accunts This StarterPak prvides maps fr migrating Dynamics CRM Accunts t Salesfrce Accunts. Migrating Accunts The CRM-SF Accunts.xml file includes the fllwing maps: CRM Accunt -> SF Accunt: Create CRM Accunt -> SF Accunt: Upsert CRM Parent Accunt -> SF Parent Accunt: Update Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29. The Accunt maps are designed t ppulate the Salesfrce Billing address frm a Dynamics CRM Custmer Address with an address type f Bill T and the Salesfrce Shipping address frm Dynamics CRM address with an address type f Ship T. Dynamics CRM allws mre than ne address per address type. An assumptin is made that there is nly ne f each type. If there is mre than ne address fr an address type, the resulting address in Salesfrce is the last address prcessed. As an alternative t using the apprach abve, yu may chse t directly map the Address1 and Address2 set f fields frm the Accunt entity. If yu use Upsert and yu create an Accunt with an address based n address types Bill T r Ship t, and then remve the address type in Dynamics CRM, the Salesfrce address remains as is. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

21 Cnfiguring The Scribe Online Slutins Cntacts This StarterPak prvides maps fr migrating Dynamics CRM Cntacts t Salesfrce Cntacts. Migrating Cntacts The CRM-SF Cntacts.xml file includes the fllwing maps: CRM Cntact -> SF Cntact: Create CRM Cntact -> SF Cntact: Upsert Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29.. The Cntacts maps are designed t ppulate the Salesfrce Cntact addresses as fllws: Dynamics CRM Custmer Address with an address type f Primary t Salesfrce Mailing address Dynamics CRM address with an address type f Other t Salesfrce Other Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

22 Cnfiguring The Scribe Online Slutins Dynamics CRM allws mre than ne address per address type. An assumptin is made that there is nly ne f each type. If there is mre than ne address fr an address type, the resulting address in Salesfrce is the last address prcessed. As an alternative t using the apprach abve, yu may chse t directly map the Address1 and Address2 set f fields frm the Cntact entity. If yu use Upsert and yu create a Cntact with an address based n address types Primary r Other, and then remve the address type in Dynamics CRM, the Salesfrce address remains as is. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

23 Cnfiguring The Scribe Online Slutins Prducts And Pricing This StarterPak prvides maps fr migrating Dynamics CRM Active and Inactive Prducts, and Price Levels t Salesfrce. Separate maps are prvided s yu can select the entities yu want t migrate. Migrating Prducts And Pricing If yu are migrating Opprtunities r Qutes, yu must first migrate Prducts and Pricing. Inactive Prducts nly need t be migrated if they exist n any Opprtunity r Qute yu are migrating. The CRM-SF Prducts & Pricing.xml file includes the fllwing maps: CRM Price List -> SF Price Bk: Create CRM Active Prduct -> SF Active Prduct: Create CRM Active Prduct -> SF Active Prduct: Upsert CRM Inactive (Retired) Prduct -> SF Inactive Prduct: Create CRM Inactive (Retired)Prduct -> SF Inactive Prduct: Upsert CRM Price Level -> SF Price Bk Entry: Create (Standard) CRM Price Level -> SF Price Bk Entry: Update/Insert (Standard) CRM Price Level -> SF Price Bk Entry: Create (Other) CRM Price Level -> SF Price Bk Entry: Update/Insert (Other) Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29. The Prduct Catalg features intrduced in Dynamics CRM 2015, such as additinal prduct attributes, family, and valid t/frm dates, are nt included. Prices are based n the Currency Amunt methd, and a single, base unit f measure. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

24 Cnfiguring The Scribe Online Slutins Salesfrce requires a prduct t have a value fr the price bk identified as the standard price bk, befre it can be added t any ther price bks. The CRM Price Level -> SF Price Bk Entry: Create (Standard) and the CRM Price Level -> SF Price Bk Entry: Update/Insert (Standard) maps are designed t use the base unit f measure price frm the prduct's default price list t set the standard price bk price in Salesfrce. The CRM Price Level -> SF Price Bk Entry: Create (Other) and CRM Price Level -> SF Price Bk Entry: Update/Insert (Other) maps are designed t create Price Bk Entries in Salesfrce fr Price Bks ther than the designed standard price bk. Required Map Edits The fllwing edit needs t be made t the maps/map blcks listed belw: Fr the Pricebk2Id field, replace the sample ID value fr the Salesfrce Standard Price Bk with the ID f the Standard Price Bk frm yur Salesfrce rganizatin. CRM Price Level -> SF Price Bk Entry: Create (Standard) Map Create SF Price Bk Entry (Standard Price) Blck/Fields Tab CRM Price Level -> SF Price Bk Entry: Update/Insert (Standard) Map Lkup SF Price Bk Entry Blck/Lkup Criteria Tab Update SF Price Bk Entry (Standard Price) Blck/Matching Criteria Tab Create SF Price Bk Entry (Standard Price) Blck/Fields Tab The Salesfrce PriceBk2 entity can be queried using Scribe Online t btain the ID value f the Standard Price Bk. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

25 Cnfiguring The Scribe Online Slutins Transactins This StarterPak prvides maps fr migrating Dynamics CRM Open r Clsed Opprtunities t Salesfrce Open r Clsed Opprtunities, and Dynamics CRM Open r Clsed (Wn) Qutes t Salesfrce Open r Clsed Qutes. Migrating Transactins Yu must migrate Prducts and Pricing befre migrating Qutes r Opprtunities. Only Qutes with related pprtunities are included, and Qutes require that yu migrate Opprtunities first. Discunts are nt included. Write in prducts and lines with a quantity f 0 are nt supprted in this StarterPak. Address this in the surce data r mdify the maps t meet yur business needs. If yu have either write in prducts r lines with a quantity f 0 in Dynamics CRM, and yu d nt address these issues, these items becme partial transactins in Salesfrce, and may cause further issues migrating dwnstream dependent entities. If an Open Qute is migrated t Salesfrce and then revised in Dynamics CRM, and the Open Qute Upsert map is run, the revised qute is cnsidered a new qute and migrates t Salesfrce as a new qute recrd. The riginal migrated qute recrd remains in Salesfrce and is nt verwritten by the revised qute recrd. The CRM-SF Transactins.xml file includes the fllwing maps: Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

26 Cnfiguring The Scribe Online Slutins CRM Opprtunity -> SF Opprtunity: Create (Open) CRM Opprtunity -> SF Opprtunity: Upsert (Open) CRM Opprtunity -> SF Opprtunity: Create (Clsed) CRM Opprtunity -> SF Opprtunity: Upsert (Clsed) CRM Qute -> SF Qute: Create (Open) CRM Qute -> SF Qute: Upsert (Open) CRM Qute -> SF Qute: Create (Clsed) Fr mre infrmatin abut the maps in this StarterPak, see StarterPak Maps n page 29. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

27 Cnfiguring The Scribe Online Slutins Ntes And Attachments This StarterPak prvides maps fr migrating the Ntes and Attachments assciated with the higher-level entities, such as Lead, Cntact, Accunt, Qute, and Opprtunity. The CRM-SF Ntes & Attachments.xml file includes the fllwing maps: CRM Cntact Nte -> SF Cntact Nte: Create CRM Accunt Nte -> SF Accunt Nte: Create CRM Open Lead Nte -> SF Uncnverted Lead Nte: Create CRM Qute Nte -> SF Qute Nte: Create CRM Open Opprtunity Nte -> SF Opprtunity Nte: Create CRM Clsed Opprtunity Nte -> SF Opprtunity Nte: Create Ntes and Attachments assciated with qualified Leads are cnsidered Cntact Ntes and Attachments. If yu nly want t migrate ntes and nt attachments yu can remve the blcks that create the attachments frm the maps. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

28 Cnfiguring The Scribe Online Slutins Activities The StarterPak prvides maps fr migrating Task, Appintment, Phne Call, Fax, and Letter activities fr Cntacts frm Dynamics CRM t Salesfrce Tasks, and Events. The CRM-SF Activities.xml file includes the fllwing maps: CRM Cntact Task -> SF Cntact Task: Create (Open) CRM Cntact Task -> SF Cntact Task: Create (Cmpleted) CRM Cntact Appintment -> SF Cntact Event: Create (Open) CRM Cntact Appintment -> SF Cntact Event: Create (Cmpleted) CRM Cntact Phne Call -> SF Cntact Task: Create (Open) CRM Cntact Phne Call -> SF Cntact Task: Create (Cmpleted) CRM Cntact Fax -> SF Cntact Task: Create (Open) CRM Cntact Fax -> SF Cntact Task: Create (Cmpleted) CRM Cntact Letter -> SF Cntact Task: Create (Open) CRM Cntact Letter -> SF Cntact Task: Create (Cmpleted) These maps can be used as the basis fr migrating activities fr ther entities, such as Leads r Accunts. The CRM Cntact Appintment -> SF Cntact Event map creates an Event which includes setting the wner and the cntact. Any additinal attendees frm Dynamics CRM are added as Event Relatins. If the riginatr in Dynamics CRM is different than the wner, a separate Event Relatin is created fr the riginatr. The Activities maps d nt supprt invitees f type facility/equipment, r accunt. If yu wuld like t create appintments fr ther entities besides Cntacts mdify the map t ppulate the WhId r WhatId depending n what type f entity it is. Activities maps assume the parties; users, leads, and cntacts, have been migrated and the Dynamics CRM ScribeExternalId cntains the crrespnding Salesfrce ID. Salesfrce has mre functinality regarding whether r nt an invitee has respnded. Dynamics CRM des nt cntain this infrmatin. Therefre, migrated invitees display in the Hasn t Respnded sectin in Salesfrce. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

29 Cnfiguring The Scribe Online Slutins T migrate recurring appintments, nte that Salesfrce has limitatins in the fllwing areas: Only supprts appintments with an end date pattern. Daylight Savings Time. Des nt supprt: Week day r weekend day appintments fr nth mnthly r nth yearly appintments. Cncept f every x number f years fr yearly appintments. All day recurring appintments. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

30 Cnfiguring The Scribe Online Slutins Map Prcessing Order After yu decide which maps yu plan t implement, yu must determine the apprpriate rder fr running them. Several f the maps are dependent n specific data already existing in yur Salesfrce rganizatin as a result f having run a previus map. Fr example, mst maps depend n the ScribeExternalId fields being ppulated. Scribe recmmends migrating a specific entity and reslving any errrs befre mving n t the next. This minimizes the errrs received fr dwnstream, dependent entities. By default, the Schedule fr all maps is set t run On Demand. If yu chse t schedule maps t run at a different interval, yu must knw the time it takes fr each map t prcess t minimize the errrs received fr the dependent entities, in case the dependencies d nt yet exist in yur Salesfrce rganizatin. Mst f the maps are dependent n the UserCrssRef.csv file. See Users n page 12 fr additinal infrmatin. In general, maps shuld be prcessed in the fllwing rder: CRM-SF Leads CRM-SF Accunts CRM-SF Cntacts CRM-SF Price List t Price Bk CRM-SF Prducts - active and/r inactive CRM-SF Price List Entries t Price Bk Entries - standard and/r ther CRM-SF Opprtunities - pen and/r clsed CRM-SF Qutes - pen and/r clsed Ntes And Attachments Activities StarterPak: Dynamics CRM T Salesfrce Migratin Versin

31 Cnfiguring The Scribe Online Slutins Dependencies Entity Requires Required By May Require May Be Required By Users Accunts Cntacts Events Leads Opprtunities Qutes Tasks Leads Users Accunts Users Cntacts Leads Opprtunities Qutes Cntacts Users Cntact Appintments Cntact Attachments Cntact Ntes Cntact Tasks Accunts Leads Opprtunities Price Bk PriceList Entries Opprtunities Prducts Qutes Prducts Price List Entries Price Bk Price List Opprtunities Qutes Price Bk r Price List Entries Price Bk r Price List Prduct Opprtunities Qutes Opprtunities Users Accunts Cntact Leads Price Bk Price Bk Entries Prduct Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

32 Cnfiguring The Scribe Online Slutins Entity Requires Required By May Require May Be Required By Qutes Users Accunts Leads Price Bk Price Bk Entries Prduct Ntes, Attachments Activities Parent entity, such as Cntact Cntact Users Leads StarterPak: Dynamics CRM T Salesfrce Migratin Versin

33 StarterPak Maps StarterPak Maps This sectin prvides details abut the maps included in this StarterPak. Fr mre infrmatin n the specific field mappings, review the maps in Scribe Online. User Maps SF User t Text Create a text file with the Name and ID fr active Salesfrce Users. CRM User t Text Create a text file with the Full Name and User Id fr active Dynamics CRM Users. SF User Update Update the Scribe External Id n the Salesfrce User with the User Id f the crrespnding User frm Dynamics CRM. Accunt Maps CRM Accunt -> SF Accunt: Create Create an Accunt in Salesfrce frm an Accunt in Dynamics CRM including addresses. CRM Accunt -> SF Accunt: Upsert Create r update an Accunt in Salesfrce frm an Accunt in Dynamics CRM including addresses. CRM Parent Accunt -> SF Parent Accunt: Update Update the Salesfrce Parent Accunt frm the CRM Parent Accunt Cntact Maps CRM Cntact -> SF Cntact: Create Create a Cntact in Salesfrce frm a Cntact in Dynamics CRM including addresses. CRM Cntact -> SF Cntact: Upsert Create r update a Cntact in Salesfrce frm a Cntact in Dynamics CRM including addresses. Lead Maps CRM Open Lead -> SF Uncnverted Lead: Create Create a Lead in Salesfrce with a status f Open-Nt Cntacted r Wrking-Cntacted frm an Open Lead in Dynamics CRM. CRM Open Lead -> SF Uncnverted Lead: Upsert Create r update a Lead in Salesfrce with a status f Open-Nt Cntacted r Wrking-Cntacted frm an Open Lead in Dynamics CRM. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

34 StarterPak Maps Prduct And Pricing Maps CRM Price List -> SF Price Bk: Create Create a Price Bk in Salesfrce frm a Price List in Dynamics CRM. CRM Active Prduct -> SF Active Prduct: Create Create an active Prduct in Salesfrce frm an active Prduct in CRM. CRM Active Prduct -> SF Active Prduct: Upsert Create r update an active Prduct in Salesfrce frm an active Prduct in CRM. CRM Inactive (Retired) Prduct -> SF Inactive Prduct: Create - Create an inactive Prduct in Salesfrce frm an inactive (retired) Prduct in Dynamics CRM. CRM Inactive (Retired) Prduct -> SF Inactive Prduct: Upsert Create r update an inactive Prduct in Salesfrce frm an inactive (retired) Prduct in Dynamics CRM. CRM Price Level -> SF Price Bk Entry: Create (Standard) Create the Standard Price Bk Entry in Salesfrce frm the default Prduct Price Level in Dynamics CRM. CRM Price Level -> SF Price Bk Entry: Update/Insert (Standard) Create r update the Standard Price Bk Entry in Salesfrce frm the default Prduct Price Level in Dynamics CRM. CRM Price Level -> SF Price Bk Entry: Create (Other) Create a Price Bk Entry in Salesfrce frm a Prduct Price Level in Dynamics CRM. CRM Price Level -> SF Price Bk Entry: Update/Insert (Other) Create r update a Price Bk Entry in Salesfrce frm a Prduct Price Level in Dynamics CRM. Transactin Maps CRM Opprtunity -> SF Opprtunity: Create (Open) Create an pen Opprtunity in Salesfrce frm an pen Opprtunity in Dynamics CRM. CRM Opprtunity -> SF Opprtunity: Upsert (Open) Create r update an pen Opprtunity in Salesfrce frm an pen Opprtunity in Dynamics CRM. CRM Opprtunity -> SF Opprtunity: Create (Clsed) Create a clsed Opprtunity in Salesfrce frm a clsed Opprtunity in Dynamics CRM. CRM Opprtunity -> SF Opprtunity: Upsert (Clsed) Create r update a clsed Opprtunity in Salesfrce frm a clsed Opprtunity in Dynamics CRM. CRM Qute -> SF Qute: Create (Open) Create a Qute in Salesfrce frm a draft r active Qute in Dynamics CRM. CRM Qute -> SF Qute: Upsert (Open) Create r update a Qute in Salesfrce frm a draft r active Qute in Dynamics CRM. CRM Qute -> SF Qute: Create (Clsed) Create a Qute in Salesfrce frm a wn Qute in Dynamics CRM. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

35 StarterPak Maps Activities Maps CRM Cntact Task -> SF Cntact Task: Create (Open) Create an pen Task f type Other in Salesfrce assciated with a Cntact frm an pen Task in Dynamics CRM assciated with a Cntact. CRM Cntact Task -> SF Cntact Task: Create (Cmpleted) Create a cmpleted Task f type Other in Salesfrce assciated with a Cntact frm a cmpleted Task in Dynamics CRM assciated with a Cntact. CRM Cntact Appintment -> SF Cntact Event: Create (Open) Create an Event in Salesfrce assciated with a Cntact frm an pen r scheduled Appintment in Dynamics CRM assciated with a Cntact. CRM Cntact Appintment -> SF Cntact Event: Create (Cmpleted) Create an Event in Salesfrce assciated with a Cntact frm a cmpleted Appintment in Dynamics CRM assciated with a Cntact. CRM Cntact Phne Call -> SF Cntact Task: Create (Open) Create an pen Task f type Phne Call in Salesfrce assciated with a Cntact frm an pen Phne Call in Dynamics CRM assciated with a Cntact. CRM Cntact Phne Call -> SF Cntact Task: Create (Cmpleted) Create a cmpleted Task f type Phne Call in Salesfrce assciated with a Cntact frm a cmpleted Phne Call in Dynamics CRM assciated with a Cntact. CRM Cntact Fax -> SF Cntact Task: Create (Open) Create an pen Task f type Other in Salesfrce assciated with a Cntact frm an pen Fax in Dynamics CRM assciated with a Cntact. CRM Cntact Fax -> SF Cntact Task: Create (Cmpleted) Create a cmpleted Task f type Other in Salesfrce assciated with a Cntact frm a cmpleted Fax in Dynamics CRM assciated with a Cntact. CRM Cntact Letter -> SF Cntact Task: Create (Open) Create an pen Task f type Other in Salesfrce assciated with a Cntact frm an pen Letter in Dynamics CRM assciated with a Cntact. CRM Cntact Letter -> SF Cntact Task: Create (Cmpleted) Create a cmpleted Task f type Other in Salesfrce assciated with a Cntact frm a cmpleted Letter in Dynamics CRM assciated with a Cntact. Ntes And Attachment Maps CRM Accunt Nte -> SF Accunt Nte: Create Create a Nte and/r Attachment assciated with an Accunt in Salesfrce frm a Nte, with r withut an attachment, assciated with an Accunt in Dynamics CRM. CRM Open Lead Nte -> SF Uncnverted Lead Nte: Create Create a Nte and/r Attachment assciated with a Lead in Salesfrce frm a Nte, with r withut an attachment, assciated with an pen Lead in Dynamics CRM. CRM Qute Nte -> SF Qute Nte: Create Create a Nte and/r Attachment assciated with a Qute in Salesfrce frm a Nte, with r withut an attachment, assciated with a Qute in Dynamics CRM. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

36 StarterPak Maps CRM Open Opprtunity Nte -> SF Opprtuntiy Nte: Create Create a Nte and/r Attachment assciated with an Opprtunity in Salesfrce frm a Nte, with r withut an attachment, assciated with an pen Opprtuntiy in Dynamics CRM. CRM Clsed Opprtunity Nte -> SF Opprtuntiy Nte: Create Create a Nte and/r Attachment assciated with an Opprtunity in Salesfrce frm a Nte, with r withut an attachment, assciated with a clsed Opprtuntiy in Dynamics CRM. CRM Cntact Nte Create a Nte and/r Attachment assciated with a Cntact in Salesfrce frm a Nte, with r withut and attachment, assciated with a Cntact in Dynamics CRM. StarterPak: Dynamics CRM T Salesfrce Migratin Versin

37 StarterPak Maps Additinal Ntes And Knwn Issues When yu mdify the maps in this StarterPak, keep the fllwing infrmatin in mind. Custmize Maps This StarterPak is designed t be flexible in a variety f business use cases. Yu may need t mdify the maps t supprt yur specific business prcess: Open any map that yu intend t use and recnnect the surce and target cnnectins t use yur Salesfrce and Dynamics CRM cnnectins. Expand the map and review filters and field mappings n all blcks t determine if the values r frmulas are what yu need fr yur rganizatin. T map any additinal custm fields, verify that these fields are accessible in yur field listing by clicking Reset Metadata in Scribe Online fr any applicable cnnectin. Reprcessing Recrds When creating recrds in Salesfrce the GUID f the crrespnding Dynamics CRM recrd is written t the ScribeExternalId field. Where pssible the ID f the Salesfrce recrd created is written back t the ScribeExternalId field f the riginating recrd in Dynamics CRM. If Dynamics CRM recrds cntaining a value in the ScribeExternalId field are migrated t Salesfrce, and later deleted frm Salesfrce, remve the value in the ScribeExternalId field in Dynamics CRM fr the deleted recrds. If the ScribeExternalId value exists in Dynamics CRM fr thse deleted recrds, and yu attempt t migrate them int Salesfrce a secnd time, "Entity is Deleted" errrs may ccur and the recrd is nt migrated. Versin 1.0 StarterPak: Dynamics CRM T Salesfrce Migratin

38 StarterPak Maps Errrs Examples SF User Update Map If a Dynamics CRM user is returned in the Surce Query and the GUID is nt in the UserCrssRef.csv file the fllwing errr is generated: Errr in calling Operatin Update. Operatin returned n results. Label: Update SF User, Name: UserUpdate CRM - SF Opprtunity Maps Dynamics CRM allws a line item quantity f 0 n Opprtunities, but Salesfrce des nt. If yu attempt t migrate Opprtunities frm Dynamics CRM t Salesfrce with a line item quantity f 0, the fllwing errr is generated: Errr title: Errr in calling Operatin Create Label: Create SF Opprtunity Line Item, Name: OpprtunityLineItemCreate, Message: Status Cde: FIELD_INTEGRITY_EXCEPTION Errr: field integrity exceptin: Quantity (quantity must be nnzer) Fields: Quantity T prevent this errr, ensure there are n pprtunity lines with a quantity f 0 in yur Dynamics CRM data. If yu d encunter this errr, a partial pprtunity transactin has been created in Salesfrce and must be manually deleted.if yu have a qute assciated with the same pprtunity, the qute fails with the fllwing errr: Errr title: Errr in calling Operatin Create Errr descriptin: Operatin failed. Label: Create SF Qute, Name: QuteCreate, Message: Status Cde: REQUIRED_FIELD_MISSING Errr: Required fields are missing: [OpprtunityId] Fields: OpprtunityId StarterPak: Dynamics CRM T Salesfrce Migratin Versin